Resource Management, Senior Specialist (Advisory)

CohnReznick • , NC

3d • Remote

About The Position

CohnReznick is hiring a Resource Management, Senior Specialist for its Advisory team. This remote position supports Eastern Time Zone business hours. Although the role does not require work near a CohnReznick office, the employee may be asked to attend an office for client work, team meetings, or training with scheduled notice. Travel of up to 10% may be required.

The role supports resource planning across designated service lines, practices, levels, and/or geographies, serving as a primary contact for a population of approximately 80–120 professionals. Resource Management connects workforce planning with Employee Experience, Recruiting, Financial Planning, and Learning & Development to help align talent with business needs and support employee development. The Senior Specialist monitors demand, capacity, utilization, schedules, and workforce trends; advises business leaders; and promotes standardized processes and continuous improvement. The role also provides escalation support, training, and mentorship to Resource Management Specialists.

Requirements

• Four-year undergraduate degree in Business Management/Administration, accounting, or finance.
• At least 3 years of resource management or workforce planning experience.
• Ability to independently manage a resource population, advise business leaders using workforce and utilization data, resolve complex staffing challenges, and guide or mentor junior team members.
• Ability to apply resource management procedures and policies and translate them for an assigned business unit and its leaders.
• Strong knowledge of Microsoft Office, especially Excel, including pivot tables, macros, and summarizing analytics with pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time-management skills, with the ability to complete work accurately and on time.
• Exceptional communication, influencing, and analytical skills, including the ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
• Strong oral presentation, listening, and influencing skills.
• Creative problem-solving skills and ability to provide solutions.

Nice To Haves

• Resource management or workforce planning experience in Advisory, Tax, or Assurance financial services.

Responsibilities

• Serve as the single point of contact for resourcing needs for an assigned population of approximately 80–120 professionals across designated service lines, practices, levels, and/or geographies.
• Anticipate resource needs, solve staffing challenges, and identify opportunities to optimize bench utilization and cross-utilization.
• Monitor pipeline, utilization levels, and current and prospective schedules against business plans; identify adverse trends, capacity concerns, and utilization opportunities.
• Partner with Regional Service Line Leaders and stakeholders to review utilization trends and recommend workforce deployment actions.
• Match resource demand with supply throughout the resource request and sales cycle, considering skills, timing, staffing continuity, career development, and geographic factors.
• Monitor open requirements, resolve scheduling conflicts, and identify opportunities for professionals with available capacity.
• Maintain an understanding of employees’ skills, interests, career goals, and development needs to balance business requirements with development and upskilling opportunities.
• Monitor workloads and identify solutions for professionals who are consistently over- or under-allocated.
• Analyze weekly and monthly Resource Management reports and utilization metrics and provide actionable insights and recommendations to business leaders.
• Maintain scheduling accuracy and data integrity by incorporating business inputs, PTO, firm-sponsored training, prospective work, and other schedule changes.
• Coordinate with offshore Resource Management counterparts to maintain accurate schedules, optimize onshore and offshore capacity, and support global utilization goals.
• Partner with People & Culture to identify, communicate, and monitor performance concerns, development needs, and upskilling efforts.
• Provide input to Resource Management leadership regarding workforce trends and hiring business cases.
• Promote standardized Resource Management processes aligned with the Resource Management Center of Excellence and identify process-improvement opportunities.
• Escalate issues and provide training, mentorship, and guidance to Resource Management Specialists on priorities, processes, systems, and service-level expectations.
• Train engagement teams, as needed, on Resource Management technology, reporting, processes, and best practices.
• Maintain compliance with Resource Management processes and service-level agreements and build knowledge of procedures, trends, and best practices.
• Perform other responsibilities and projects as directed by the Resource Management Center of Excellence.

Benefits

• Generous paid time off.
• Flexible work environment.
• Expanded and inclusive parental benefits.
• Extensive learning and development, including access to learning and development platforms.
• Paid time off for employees to volunteer.
• Discretionary performance bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior