Alissa Hall-Mowery - Internal Transfer

Plant Moran•Auburn Hills, MI

1d•Hybrid

About The Position

Our internal firm services team focuses on the firm’s critical business needs. From administrative support to scheduling client engagements and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.

Requirements

Minimum 5 years of experience, preferably in public accounting
Previous scheduling experience within a CPA firm is highly preferred
Bachelor’s degree required
Ability to rely on experience and judgment to plan and accomplish goals, performing a variety of complicated tasks
Project management skills necessary to: Meet project milestones, Make decisions when required, Monitor databases, Communicate clear objectives, Maintain and develop relationships with staff, Partners, and internal clients, Perform against tight deadlines
Must be detail oriented and able to multitask effectively
Strong self-motivation balanced with a desire to achieve team goals
Expert level skills with MS Office (especially Power Point and Excel)
Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.)
Strong technical aptitude with a desire to understand system infrastructure, challenge and streamline existing processes, and create new processes
Strong supervision abilities
Strong organizational skills
Strong interpersonal and communication skills required to: Promote positive working relationships with diverse personalities/roles at all levels in the firm, Contribute to a positive team attitude
Ability to manage multiple projects simultaneously
Demonstrate effective time management skills by completing assignments within calendar schedules

Nice To Haves

Minimum 5 years of experience, preferably in public accounting

Responsibilities

Initiate and facilitate regular assessments with managers to discuss upcoming assignments, scheduling needs, or capacity, including evaluation of budgets in comparison of scheduling needs and historical actuals
Manage the staffing/scheduling process for the office/region and department
Collaborate with office leadership to achieve office utilization goals of staff and meet recommended industry group mix requirements for staff role
Update data in scheduling system as required to ensure that system schedules agree to assignments communicated by managers
Create scheduling system reports on a regular basis to help in making decisions about allocating resources across the office and/or regions
Assist Talent Deployment Manager in reporting on and evaluating tax/assurance utilization (firmwide)
Closely monitor assurance/tax staff hours and schedules
Assist Talent Deployment Manager and firm leadership to achieve utilization goals across all practice roles.
Proactively address utilization matters with office and firm leadership
Mediate conflicts and resolve resource needs that develop in office and/or regio
Proactively communicate potential staffing issues and provide information to allow for the effective deployment of resource
Assign staff to engagements to ensure that resources are effectively deployed and staff workloads are balanced
Promote and monitor the sharing of resources region-wide as well as firm-wide
Participate/Lead office, region and firmwide scheduling meetings