Assurance Manager, Resource Management & Operations

BDO USA Experienced Career Site•Boston, MA

About The Position

The Assurance Manager, Resource Management & Operations supports practice management needs in one or more of the following areas: scheduling, professional development and training, reporting and analysis. For example, the Manager may direct, organize, and plan the scheduling of practice managers and associates for work assignments based on project requirements and skill profiles. In this role, the Manager may coordinate associates’ qualifications and proficiencies with the clients’ job requirements to enhance final work product, and evaluate and assess productivity on an individual and group level. In addition, the Manager may serve as a liaison with Human Resources to determine future staffing needs and track training needs for personnel in the department.

Requirements

Bachelor’s degree in Accounting, or Finance, required
Three or more years of relevant experience, required
Proficient in the use of Windows and Microsoft Office Suite, specifically Word, Excel, and PowerPoint, Power BI, required
Excellent analytical skills
Excellent communication skills and ability to foster and maintain relationships with professionals at all levels within the organization
Ability to act as a strategic partner to regional and local business line and practice leadership and management teams
Strong project and time management skills
Excellent written communication skills
Ability to maintain a high level of confidentiality and professionalism in all matters
Ability to deliver presentations and facilitate meetings
Ability to work well with a team as well as independently

Nice To Haves

Experience in a professional services firm, specifically public accounting, preferred
CPA, preferred

Responsibilities

Directs the scheduling of associates for work assignments based on skill level, industry knowledge and experience, availability and preference
Utilizes the planning schedule to determine the time frame and qualification requirements for client engagements
Maintains a 12-month rolling schedule and provides quarterly assessment and adjustments as necessary
Identifies key measurement factors to effectively allow for planning of future staffing needs
Prepares project status reports and keeps management informed of project status and related issues
Directs and maintains BDO RISE and third-party vendors assignments, as applicable
Maintains an up-to-date skill profile of associates in order to successfully build teams to complete engagements in a timely manner
Supports BDO’s career advisor program by matching new and experienced hires with professionals to enhance personal growth
May coordinate with practice managers and associates to assist in effective career advisors
Monitors unassigned resources and acts as a primary point of contact for unassigned staff; proactively identifying assignments to ensure productivity
Monitors national training requirements for practice managers and associates and facilitates compliance
May identify training needs for practice managers and associates and facilitate the meeting of those needs, including the conducting of training
Liaise with National CPE and Local CPE Principal to provide relevant training to the practice managers and associates and ensure compliance with firm CPE requirements
Monitors and evaluates the department’s productivity through analysis and reports
Prepares comparisons to budgets, goals and prior year results at the individual and group level
Identifies irregularities in monthly, quarterly and annual results and investigates accordingly
Assist in the forecast process to help quantify resources needs
Other duties as required
Manages and oversees billing functions, including implementing best practices, supervising workflow and monitoring the billing related activities of customer accounts