#LI-DE1 #LI-Hybrid
ResponsibilitiesEssential Function and Primary Duties
Resource Planning and Deployment
- Manage staffing and scheduling across assigned offices and service lines.
- Assign professionals to engagements based on skills, availability, and business priorities.
- Facilitate regular staffing discussions with Partners and Managers to plan upcoming work, address capacity, and resolve scheduling conflicts.
- Promote cross-regional and firmwide sharing of resources to support utilization goals.
Utilization Monitoring and Reporting
- Monitor staff hours, workload, and utilization metrics, identifying trends and risks.
- Deliver accurate and timely reports, forecasts, dashboards, and variance analyses to leadership.
- Maintain resource data within staffing systems, ensuring accuracy and alignment with business needs.
Workforce Planning and Business Insights
- Build strong understanding of professional skills, experience levels, certifications, and career interests.
- Analyze upcoming demand and workload forecasts to support hiring decisions and operational planning.
- Make informed staffing recommendations based on project requirements, timing, business priorities, and strategic goals.
Stakeholder Collaboration and Communication
- Develop productive relationships with Partners, Managers, and cross-functional teams.
- Communicate staffing issues, risks, and opportunities proactively and professionally.
- Facilitate conflict resolution and support balanced workload distribution.
Process and Systems Optimization
- Work regularly with resource management systems and technology tools.
- Identify opportunities to improve workflows, enhance data visibility, and streamline processes.
- Support strategic initiatives, special projects, and ad hoc reporting as needed.
Preferred Qualifications
- 7 years of experience in professional services (audit, assurance, tax, or resource management).
- Bachelor’s degree in Human Resources, Business, Accounting, Finance, or related field.
- Prior experience in workforce planning or managing high-volume staffing demands in a matrixed environment.
- Advanced proficiency with Microsoft Excel (pivot tables, formulas, macros), PowerPoint, and Outlook.
- Experience with resource management systems or workforce planning tools; experience with ProStaff Resource Scheduling Software is highly preferred.
- Power BI experience is also a plus.
- Strong project management, problem-solving, and analytical skills.
- Ability to interpret financial data and understand utilization metrics.
- Excellent communication, relationship-building, and conflict-resolution skills.
- High attention to detail with strong organizational and time management abilities.
- Proven ability to manage competing deadlines in a fast-paced environment.
- Integrity, sound judgment, professionalism, and a collaborative mindset.
Qualifications
Minimum Qualifications
- Bachelor’s degree required
- Graduate or specialty degree preferred
- 7 years’ experience
- 5 years supervisory experience (if applicable)
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Bachelor's degree
- Graduate or specialty degree
- 7 years' experience
- 5 years supervisory experience (if applicable)
- Experience in professional services (audit, assurance, tax, or resource management)
- Prior workforce planning or managing high-volume staffing in a matrixed environment
- Advanced Microsoft Excel (pivot tables, formulas, macros)
- Proficiency in PowerPoint and Outlook
- Experience with resource management systems or workforce planning tools (ProStaff highly preferred)
- Power BI experience
- Strong project management, problem-solving, and analytical skills
- Ability to interpret financial data and understand utilization metrics
- Excellent verbal and written communication skills
- Ability to manage deadlines, work on multiple assignments and prioritize
- Proficient use of applicable technology
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
