Deployment Sr Specialist

Baker Tilly•Frisco, TX

About The Position

The Deployment Senior Specialist executes team deployment responsibilities, including resource scheduling and data maintenance in resource management tools and systems. The role supports Deployment Managers with weekly, monthly, and ad hoc resource management reporting and helps allocate staff effectively across client work and service lines. The specialist facilitates scheduling based on timing, travel, staff levels, skills, and other requirements; balances capacity with open needs; and identifies or resolves allocation conflicts, escalating complex issues as needed. The role maintains accurate schedules and staffing data, analyzes availability and utilization reports, investigates differences between scheduled time and actual charge hours, and communicates assignment updates to stakeholders. The position also provides training on resource management systems, develops knowledge of the economic impact of allocation decisions, contributes to team learning, and collaborates across the firm on workforce planning and other resource management matters. The specialist may support new-hire onboarding and ad hoc internal projects.

Requirements

High school diploma or GED required; an associate degree is preferred.
Three years of related experience required, preferably within a professional services firm.
Desire to learn about the operations of a professional services firm.
Interest in connecting with others and advancing the strategic vision of resource management.
Ability to work effectively independently and as part of a team across all levels of the firm.
Excellent written and verbal communication skills.
Integrity in a professional environment and discretion when handling confidential matters.
Professional demeanor.
Ability to manage competing priorities.
Strong organizational skills and attention to detail.
Ability to provide exceptional client service, act with urgency, maintain quality, and complete duties on time.
Demonstrated technical proficiency in Microsoft Office, specifically Excel.

Nice To Haves

Associate degree.
Related experience within a professional services firm.

Responsibilities

Facilitate timely scheduling of team members across levels, balancing capacity with open needs and considering timing, travel, skills, and other requirements.
Work with Deployment Managers to allocate resources across staff levels and business units, including relevant complementary workforce personnel.
Collaborate with regional resource management teams to meet service-level agreements for regional mailboxes and requests.
Identify and resolve resource allocation conflicts, escalating complex circumstances to Deployment Managers.
Develop an understanding of staff skills, experience, and career goals to support appropriate client assignments.
Help prepare market-specific content and metrics for weekly and internal resource management meetings.
Participate in resource management calls and connects, take notes, track action items, and follow up on scheduling system maintenance.
Use Tax Workflow tools to validate project status, confirm assignments, maintain accurate staffing information, and communicate assignment updates.
Manage and update staff data in relevant systems to maintain accurate schedules and utilization information.
Generate and analyze resource management reports, including availability, utilization, and actual-versus-scheduled variance reports.
Perform quality checks on data inputs and flag inconsistencies to Deployment Managers.
Identify utilization concerns or shortfalls, handle related administrative tasks, and escalate issues to Deployment Managers.
Collaborate with Project Relationship Managers, Project Leaders, and team members to investigate discrepancies between scheduled time and actual charge hours.
Work with Deployment Managers to escalate utilization variances to People Managers when team members do not provide an explanation.
Learn through coaching and mentoring and participate in firmwide learning and development programs.
Develop an understanding of how resource allocation affects profitability and financial reporting, including the roles of bill rates, utilization, and leverage.
Train team members at all levels on resource management systems, including new-hire training and introductions to new systems or technology.
Take initiative to learn resource management processes, business structure, and team dynamics; contribute to team meetings and knowledge sharing; and seek feedback and coaching.
Build internal relationships with Resource Management colleagues and team members across the firm.
Escalate day-to-day resource management questions and issues to Deployment Managers.
Collaborate with Deployment Managers and teams such as Talent Management, Talent Attraction, Learning & Development, and Operations on flexible work arrangements, performance management, and workforce planning.
Serve as an informal Resource Management buddy for new hires and provide onboarding support related to Resource Management.
Assist with ad hoc internal Resource Management projects.