Resource Management, Senior Specialist (Advisory)
About The Position
CohnReznick is hiring a Resource Management, Senior Specialist to support Advisory workforce planning. The role serves as the primary resource-management contact for an assigned population of approximately 80–120 professionals, helping match staffing demand with available talent, maintain accurate schedules, and improve utilization. The position works Eastern Time Zone business hours and is remote, though occasional attendance at a CohnReznick office may be required with scheduled notice for client work, team meetings, or training. Travel of up to 10% may be required. Resource Management planning connects workforce needs with Employee Experience, Recruiting, Financial Planning, and Learning & Development. The team aims to coordinate people priorities across the employee lifecycle, develop integrated processes, tools, and metrics, assess initiatives for business value, and keep workforce planning responsive and scalable as business needs evolve. The Senior Specialist analyzes staffing and utilization information, advises business leaders, coordinates with internal stakeholders and offshore Resource Management counterparts, and supports consistent Resource Management practices. The role also provides escalation support, training, and mentorship to Resource Management Specialists and engagement teams. The successful candidate has a relevant four-year undergraduate degree and at least three years of resource management or workforce planning experience. CohnReznick describes its total rewards package as including generous paid time off, a flexible work environment, expanded parental leave and benefits, learning and development resources, paid volunteer time, and a discretionary performance bonus.
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 to 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 to complete work accurately and on time.
- Exceptional communication, influencing, and analytical skills, including effective, tactful, and courteous communication 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, address staffing challenges, and identify opportunities to optimize bench utilization and cross-utilization.
- Monitor pipeline, utilization, 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 staffing demand with supply throughout the resource request and sales cycle, considering skills, timing, continuity, career development, and geographic factors.
- 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 and provide actionable insights and recommendations to business leaders.
- Maintain accurate schedules 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 on workforce trends and hiring business cases.
- Promote standardized Resource Management processes aligned with the Resource Management Center of Excellence and identify process-improvement opportunities.
- 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.
- Learning and development platforms and resources.
- Paid time off for employees to volunteer.
- Discretionary performance bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
