Scheduling and Resource Specialist

Reposted 19 Days Ago
Be an Early Applicant
Encino, CA
Hybrid
60K-70K Annually
Junior
Financial Services
The Role
The Resource Management Coordinator assists with resource planning, scheduling, data management, reporting, compliance, and administrative support. This role is perfect for detail-oriented individuals aiming to grow in resource management.
Summary Generated by Built In
Come for the Challenge. Stay for the Experience.
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.
 
What We Do and Who We Serve
We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.  
 
We Live Our Core Values
Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.
 
Discover How Far You Can Go.
Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.
 
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

The Scheduling and Resource Specialist supports the Resource Management Group by producing accurate reporting, maintaining scheduling systems, and learning staffing processes. This role starts with reporting and data integrity, expands into scheduling for groups, and includes system upkeep and compliance tasks such as timesheet reminders. Ideal for someone detail-oriented who wants to grow into a broader resource management role.

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

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $60,000 to $70,000 with overtime pay.

Connect with us: 
LinkedIn, Instagram, Facebook, HCVT Website

#LI-AM1
#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.  
 

Top Skills

Excel
Microsoft Outlook
Microsoft Teams
Pivottables
Power BI
Power Query
Scheduling Software
Sharepoint
Xlookup
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The Company
HQ: Los Angeles, CA
683 Employees
Year Founded: 1991

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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