Resource Manager, Small Business Advisory

Posted Yesterday
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Rochester, NY, USA
In-Office
80K-90K Annually
Senior level
Professional Services • Consulting • Financial Services
The Role
Lead resource management for Small Business Advisory: staffing forecasts, scheduling, capacity planning, onboarding/training, performance management, workflow optimization, and cross-functional coordination to align operations with strategic goals.
Summary Generated by Built In

Overview:
 

The Resource Manager will lead and manage Small Business Advisory resource management performance across resource management, scheduling, global coordination, technology utilization, and workflow optimization. This role is critical in aligning operational processes with strategic goals, driving innovation and standardization, and supporting a high-performing Small Business Advisory (SBA) Service Line. The Manager will serve as a key liaison between leadership and the operational staff, fostering cross-functional collaboration and continuous improvement.

Responsibilities:

  • Utilizing project management and continuous improvement experience (example: Lean Six Sigma) to oversee full-cycle resource planning, including staffing forecasts, recruiting strategy, and global resource utilization.
  • Lead initiatives to optimize charge hour targets, manage capacity, and ensure equitable workload distribution aligned with team preferences and industry specialization.
  • Supervise scheduling function, including long-term and daily planning, job reassignments, and management of resource pools.  This includes developing pool commitments by week for staff, holding them accountable and driving management to project manage their assignments.
  • Manage relationships and performance expectations with Global Staff Connections (GSC) teams.
  • Drive onboarding, training, evaluation, feedback processes, and support annual performance cycles for all team members, domestically and globally
  • Facilitate the implementation of Performance Improvement Plans in collaboration with leadership.
  • Partner with leadership to ensure smooth operational integration of merged/acquired firm

Required qualifications:

  • A minimum bachelor's degree in accounting or business or related
  • A minimum of five years of public accounting experience and/or tax operations management
  • Documented leadership experience with demonstrated success managing teams greater than 100 employees
  • Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems

The salary range for this position is between $80,000 and $90,000 and is commensurate with experience.

Hours of Operation:

  • Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday

  • Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday and (discretionary) from 8:00 a.m. until 12:00 p.m. on Friday

  • We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times
     

At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients’ needs in an increasingly global profession. 

In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you’ll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership.  You’ll be working with great people and great clients where you can truly make a difference.  Apply online, get on board, and grow with us.  You’ll be glad you did!

All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at (800) 487-7624 or [email protected]. 

EOE/AA Disability/Veteran

Skills Required

  • Bachelor's degree in accounting, business, or related field
  • Minimum of five years public accounting experience and/or tax operations management
  • Documented leadership managing teams greater than 100 employees
  • Proven technical proficiency with platforms such as Workday, Power BI, Monday.com and public accounting systems
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The Company
1,091 Employees
Year Founded: 1978

What We Do

The Bonadio Group is a leading national accounting and advisory firm providing comprehensive tax, auditing, and consulting solutions. With over 45 years of experience, they partner with clients to address a wide range of financial and business challenges, from strategic growth to tax planning, serving diverse sectors including financial services, healthcare, and construction to help them achieve lasting value.

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