Manager, Resource Planning
- Employer
- Baker Tilly
- Location
- Milwaukee
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Manager
- Job Type
- Long-Term
- Hours
- Full Time
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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