As a Scheduling and Resource Specialist, your responsibilities will include but not limited to:
- Resource Planning & Scheduling Support
- Assist in resource planning activities, including analyzing project requirements, forecasting resource needs, and identifying potential gaps or conflicts.
- Collaborate with team members to gather resource availability information and maintain accurate records of resource allocations.
- Assist schedulers during peak periods, including assignment changes and managing blackout windows.
- Intake reporting and scheduling requests, clarify requirements, and deliver timely solutions.
- Systems & Data Management (Scheduling software & Excel)
- Learn and utilize scheduling software functionality, including views, filters, indicators, and scheduling workflows.
- Make updates and maintain scheduling software data, including assignments, skills tags, availability, and blackout dates.
- Troubleshoot basic system issues and escalate complex problems to IT or vendor support.
- Reporting & Analytics
- Prepare weekly and monthly dashboards and reports, including utilization, capacity, open requests, overtime, and PTO impact.
- Standardize reporting templates and folder structures for scheduling and resource management assets.
- Process Improvement & Compliance
- Monitor compliance with firm time-entry policies and escalate overdue timesheets to managers.
- Identify opportunities to streamline reporting refresh steps and reduce manual effort.
- Administrative & Operational Support
- Provide administrative support as needed, including preparing documentation and maintaining relevant files and databases.
- Travel to other HCVT office locations as needed.
To be successful, these are the skills and experience you will need:
- Required
- Bachelor's degree or equivalent work experience
- 2+ years of relevant experience in operations, resource management, or reporting/analytics
- Strong Excel skills (PivotTables, XLOOKUP; Power Query a plus)
- Familiarity with scheduling software tools and Microsoft Teams/Outlook
- Highly organized with strong follow-through and the ability to manage recurring deadlines
- Clear, professional communicator comfortable working across levels and teams
- Preferred
- Exposure to staffing workflows, utilization targets, and capacity planning
- Strong analytical and problem-solving skills with attention to detail
- Ability to navigate changing priorities, resolve issues quickly, and work with diverse personalities
- Proven ability to work independently while contributing effectively as a team member
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
- Visit the Benefits section to learn more
Top Skills
What We Do
We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com.
If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.
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