Resource Planning Specialist - Public Accounting

Responsibilities

• Oversight of the scheduling function for the Small Business Advisory Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
• Development and management of weekly staffing commitments for resource pools, monitoring utilization and workload capacity, and collaboration with leaders to ensure assignments are appropriately staffed and progressing as planned.
• Cross-functional coordination of resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
• Monitoring staffing demands and scheduling conflicts, proactively identifying and resolving resource constraints to support client service objectives.
• Collaboration with global resource teams to optimize offshore and shared-service staffing, ensuring resources are effectively utilized and aligned with operational needs.
• Utilization of project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and oversee workforce planning initiatives.
• Drive initiatives to optimize charge hour attainment, capacity management, and overall resource utilization while promoting equitable workload distribution across the service line.
• Support the operational integration of merged or acquired firms, including workforce planning, resource alignment, and adoption of firm resource management processes.
• Foster cross-functional collaboration and continuous improvement while helping align resource management practices with the firm's strategic goals and growth initiatives.

Requirements

• A minimum bachelor's degree in accounting or business or related field.
• A minimum of three years of public accounting experience and/or tax operations management.
• Documented leadership experience with demonstrated success managing teams greater than 100 employees.
• Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems.

Qualifications

• The salary range for this position is between $65,000 and $75,000 and is commensurate with experience.
• Hours of operation are from 8:00 a.m. until 5:00 p.m. Monday through Friday, with summer hours from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and Flex Friday scheduling available in accordance with firm policy and business needs.

Benefits

• The Bonadio Group is an Equal Opportunity Employer.
• The firm values diversity and inclusion in the workplace.
• Bonadio offers a variety of work opportunities, the ability to help clients succeed, and the chance to pave your own career path.

Pay

The salary range for this position is between $65,000 and $75,000 and is commensurate with experience.

Schedule

Hours of operation are from 8:00 a.m. until 5:00 p.m. Monday through Friday, with summer hours from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and Flex Friday scheduling available in accordance with firm policy and business needs.