Resource Management, Senior Specialist (Advisory)

CohnReznick • , CO

3d • Remote

About The Position

CohnReznick is seeking a Resource Management, Senior Specialist for its Advisory team. The role supports workforce planning by matching talent with business needs, monitoring capacity and utilization, and helping ensure professionals are staffed appropriately across designated service lines, practices, levels, and geographies. The position is remote, though occasional attendance at a CohnReznick office may be required with scheduled notice for client work, team meetings, or training. The role works Eastern Time Zone business hours and may require up to 10% travel.

Resource Management is connected to Employee Experience, Recruiting, Financial Planning, and Learning & Development. Its work includes coordinating integrated workforce planning, supporting consistent tools and processes, evaluating approaches for business value, and adapting planning as business needs change. The Senior Specialist serves as a key resource for business leaders and professionals, providing data-informed staffing recommendations, schedule oversight, process guidance, and mentorship to junior team members.

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, particularly 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 tactfully and courteously using Microsoft PowerPoint.
• Strong oral presentation, listening, and influencing skills.
• Creative problem-solving skills and the 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 opportunities to improve utilization.
• 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 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 develop solutions for professionals who are consistently over- or under-allocated.
• Analyze weekly and monthly Resource Management reporting and utilization metrics, and provide actionable insights and recommendations to business leaders.
• Maintain accurate schedules and data by 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 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 continue building 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 parental leave 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