Resource Management Specialist

Focus. Clarity. Commitment.

HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.

At HCVT, we are different. We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues for businesses and individuals is what we do. How we do it is what sets us apart from other accounting firms.

As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting.

Join HCVT and be a part of a forward-moving organization!

We are looking for a Resources Management Specialist for our firm to handle resource/scheduling assignments for all levels (principal through intern) across different service lines, tax and/or audit. This individual will need to work closely with all levels of our tax personnel.

The effective deployment of our resources is critical in servicing our clients and is key in providing individual job satisfaction and influencing the career development of our people. To be successful in the client assignment process, this individual will need to review and consider the skills required for each engagement as well as the individual’s overall workload. This individual will work with various offices in tax and/or audit’s management groups to ensure all workloads are balanced and address any staffing issues/needs.

As a Resource Management Specialist, you will be responsible for, but not limited to, the following:

• Assign appropriate client service personnel to engagements. This will involve assessing the engagement needs, reviewing available options, and recommending people that meet client requirements. As needed, challenge the schedule to confirm the most efficient utilization of resources.
• Resolve conflicts with engagement team members. This may involve identifying alternative roles that meet engagement requirements and the developmental goals of staff.
• Balance the needs of the engagement with the preferences of individuals
• Reassign projects to cope with personnel leaving or joining the firm, or to meet changing client needs
• Monitor unassigned resources and act as primary point of contact for unassigned staff. Proactively identify assignments for these people.
• Fill open needs on engagements. Proactively identify teams that may be able to release individuals to fill other urgent needs.
• Regularly communicate any changes in personnel on client assignments to all affected
• Review actual and projected resource utilization reports. Anticipate availability of people and proactively decrease the time that staff/seniors spend available, while balancing the workload of all client-serving individuals.
• Use available scheduling tool to update and forecast hours for projects, track actual utilization, and monitor individual schedules
• Make staffing decisions based on job skill requirements, timing and personnel continuity.
• Identify over or under-utilized personnel, and work to balance their workload with their peers
• Negotiate with client-service teams to meet staffing priorities
• Consult with management to resolve any outstanding issues or conflicts
• Prepare, analyze and distribute scheduling and utilization reports to management as needed
• Assist in other office/firm projects as needed
• Set up, prepare and run staffing meetings with the management group on a regular basis

To be successful, these are the skills and experience you will need:

• Bachelor's degree or equivalent work experience
• A minimum of 3-5 years of relevant experience in a professional services firm
• Strong analytical skills, with attention to detail
• Excellent written and verbal communication
• Proficient at negotiating and managing conflict
• Ability to resolve issues quickly, with a sense of urgency
• Flexible in adapting to continually changing priorities and varied personalities
• Outstanding teamwork and interpersonal skills
• Confident at working independently, with an ability to be a self-starter
• Ability to multi-task in a fast-paced environemnt, as well as demonstrates strong organizational skills
• Proven skills as an agent of change
• Strong excel skills is a must; proficient in other MS Office Applications
• Adept in analyzing information and making thoughtful decisions, quickly
• Prior experience at a professional services firm is preferred

 Connect with us: 

LinkedIn, Instagram, Facebook, HCVT Website

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