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Manager, Resource Planning

Employer
Baker Tilly
Location
Milwaukee
Salary
Competitive

View more

Responsibilities

Manage and execute resource management process for assigned population

Facilitate scheduling of resources to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements

Drive scheduling process to prepare for future deadlines; balance capacity with open needs and proposing solutions to maximize utilization and drive profitability

Use scheduling tools to forecast hours, track utilization, and monitor overall headcount

Facilitate meetings with Managers and Partners on a weekly basis, providing updates as needed

Ensure staff profiles and schedules are accurately maintained in the scheduling database; making necessary changes on a recurring basis

Generate and analyze resource management reports, including availability reports, billable hour forecasts and actual vs scheduled variance data

Monitor chargeable hours, overtime, and travel to ensure work is fairly distributed

Drive consistency by implementing resource management processes and teaming with personnel to ensure compliance

Build relationships with client serving personnel at all levels through effective communications and a high degree of professionalism

Gain understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments

Proactively communicate with Managers, Partners and industry leaders to ensure population is effectively utilized

Facilitate the resolution of conflicting assignments and flag availability of staff to ensure engagements are staffed appropriately

Field scheduling questions, tailoring responses based as needed; elevating to Manager of Resource Management when necessary

Collaborate across Firm functions and within internal team

Liaise with resource managers across other business units for effective and efficient allocation of resources

Support strategic resource management projects and initiatives throughout the year

Coordinate with the human resource and recruiting teams on the hiring and on-boarding of campus and experienced hire talent, including intern programs

Participation in semi-annual and annual performance calibration meetings for professional staff

Qualifications

Education:

Bachelor's Degree from an accredited college or university

Experience:

A minimum of 5+ years of related experience, preferably within a professional services Firm

The successful candidate will have:

The desire to learn about the operations of a professional services firm

Interest in connecting with others and helping drive forward the strategic vision of resource management

The ability to work effectively both independently and as part a team across all levels of the Firm

Excellent written and verbal communication skills

Integrity within a professional environment

Professional demeanor and ability to handle confidential matters with discretion

Ability to manage through competing priorities

Strong organization skills and attention to detail

Ability to provide exceptional client service and exhibit a sense of urgency, commitment to quality and the timely completion of duties

Demonstrated level of technical proficiency in Microsoft Office Suite (specifically Excel)

Overview

Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

Many of Baker Tilly's roles have the opportunity to work remotely. Please discuss with your talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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