Deployment Sr Specialist

About the role

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Responsibilities

• Facilitate the scheduling process of team members across all levels in a timely manner based on timing, travel, levels, skills, and other necessary requirements, while balancing capacity with open needs and proposing solutions to maximize utilization and drive profitability.
• Work with Deployment Managers to facilitate the resource allocation process across all team member levels, including utilization of relevant Complementary Workforce personnel such as BT One and collaboration with Deployment Managers across different business units to ensure the optimal allocation of resources.
• Collaborate with regional RMs to maintain expected RM service level agreements when managing regional mailboxes and requests.
• Identify potential resource allocation conflicts and resolve them with appropriate solutions, escalating any complex circumstances to respective Deployment Managers, when needed.
• Develop an understanding of the skills, experiences, and career goals of professional staff to enable optimal client assignments.
• Assist Deployment Managers in preparing content related to the market-specific requirements and metrics ahead of Weekly SL RM calls and Internal SL RM Connects.
• Participate in Weekly SL RM Calls, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.
• Participate in Internal SL RM Connects, listening closely, taking detailed notes with action items, and managing follow-up action items related to scheduling system maintenance.
• Utilize Tax Workflow tools to validate project status, confirm professional assignments and maintain accurate staffing information, communicating assignment updates to relevant stakeholders when needed.
• Regularly manage and update staff data within relevant systems, focusing on tactical adjustments to maintain accurate schedules and utilization of team members.
• Generate and analyze Resource Management reports, including availability reports, utilization, and actual vs. scheduled variance data.
• Perform quality checks on data inputs and flag inconsistencies to the Deployment Manager.
• Identify utilization concerns or shortfalls of team members within assigned service lines by flagging variances from reports and handling any ad hoc administrative responsibilities, escalating issues to Deployment Managers.
• Collaborate with Project Relationship Managers, Project Leaders, and team members to understand discrepancies between scheduled time and actual charge hours.
• Work with Deployment Managers to escalate utilization variance to People Managers if a team member fails to provide rationale for their variance.
• Learn and develop from direct on-the-job coaching and mentoring by Deployment Managers and participate in firmwide learning and development programs.
• Develop an understanding of how resource allocation decisions impact the economic aspects (i.e., profitability and financial reporting) of the professionals assigned, while also grasping how business concepts like bill rates, utilization, leverage, and profitability interact with and support overall business success.
• Provide system training for team members across all staff levels, including training on key Resource Management systems for new hires and introduction of new system / technology for existing team members.
• Demonstrate initiative in learning RM processes, business structure, and team dynamics.
• Contribute to team meetings and knowledge-sharing activities.
• Seek feedback and coaching to grow in the role and prepare for expanded responsibilities.
• Utilize entrepreneurial skills to network and build strong relationships internally with team members within Resource Management, as well as team members across all levels in the business.
• Escalate day-to-day Resource Management issues/questions to their respective Deployment Managers.
• Collaborate with Deployment Managers and other teams such as Talent Management, Talent Attraction, Learning & Development, and Operations to plan for and address flexible work arrangements, performance management, and workforce planning.
• Serve as an informal Resource Management buddy for new hires, helping their transition and providing Resource Management-related support during their onboarding.
• Assist in ad hoc internal Resource Management projects.

Qualifications

• Associates Degree Preferred, High School Diploma or GED required
• 3 years of related experience required, preferably within a professional services Firm

Skills

• 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
• 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)

Pay

The national pay rate range is $57,300 to $97,800. In Fresno, CA: pay rate range is $63,000 to $107,600.