Resource Management, Senior Specialist (Advisory)

CohnReznick • , GA

4d • Remote

About The Position

CohnReznick is hiring a Senior Specialist for its Advisory Resource Management team. The role supports workforce planning by ensuring the right talent is available in the right place at the right time. It partners with Employee Experience, Recruiting, Financial Planning, and Learning & Development to support integrated resource planning and business needs. This is a remote position working Eastern Time Zone business hours. Remote employees may be asked to attend a CohnReznick office for client work, team meetings, or training with scheduled notice. Up to 10% travel may be required as needed.

The Senior Specialist serves as the main resource contact for an assigned population of approximately 80–120 professionals. The role proactively manages schedules and staffing needs, analyzes utilization and workforce metrics, advises business leaders, coordinates with offshore counterparts, and supports consistent processes and continuous improvement. The specialist also serves as an escalation point and mentor for Resource Management Specialists and may train engagement teams on Resource Management technology, reporting, processes, and best practices.

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 Microsoft Office skills, particularly Excel, including pivot tables, macros, and summarizing analytics with pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organizational and time-management skills 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.
• Ability to use creative problem-solving techniques and 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, resolve 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 other stakeholders to review utilization trends and recommend workforce deployment actions.
• Match demand with supply throughout the resource request and sales cycle, considering skills, timing, staffing continuity, career development goals, and geography.
• Monitor open requirements, resolve scheduling conflicts, and identify opportunities for professionals with available capacity.
• Maintain knowledge 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, providing actionable insights and recommendations to business leaders.
• Maintain schedule accuracy and data integrity, incorporating business inputs, PTO, firm-sponsored training, prospective work, and other time-sensitive 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 improvements.
• Serve as an escalation point for Resource Management Specialists and provide training, mentorship, and guidance 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 and 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