Resource Specialist

Segal GCSE LLP; Toronto; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking an operations professional to enhance workflow and resource allocation. This role is pivotal in ensuring optimal staff utilization while supporting a diverse team. The ideal candidate will possess exceptional organizational skills and a keen eye for detail, thriving in a collaborative environment. You'll engage with various professionals, utilizing your communication prowess to foster relationships and streamline processes. If you're driven by efficiency and have a passion for resource management, this opportunity offers a chance to make a significant impact within a reputable firm.

Qualifications

• Minimum 3 years in a professional services environment.
• Ability to analyze data and provide insights to leadership.

Responsibilities

• Facilitate allocation of staff to client engagements.
• Monitor client file activities and address under-utilization.

Skills

Organizational Skills

Communication Skills

Detail Oriented

Analytical Skills

Negotiation Skills

Multitasking

Education

Post-secondary diploma/degree in a related field

Tools

Microsoft Office Suite

CCH Workflow

Job description

December 5, 2024

Segal is an audit, accounting, tax and business advisory leader located in North York and serving Toronto and surrounding regions. Effective July 1, 2022, Segal LLP and GCSE LLP merged to form Segal GCSE LLP. We are now one of the largest, independent firms in the Greater Toronto Area, providing our valued clients with an expansive service experience, which enables greater opportunities for growth and prosperity for both our team and our clients.

The Role:

We are looking for an operations or administrative professional to join our team in this invaluable operations role. As Resource you are responsible for supporting the Resource Manager in planning and overseeing the workflow and allocation of client engagements to Segal professionals. The ideal candidate for this role will be extremely detailed oriented and thrives on being organized and having everyone else organized as well. You are a people-focused professional with excellent communication and prioritization skills, and follow-through. You are comfortable working with all levels of professionals and are diplomatic and collaborative working with the Resource Manager and HR to support a diverse team of professionals. You have very strong technical skills, pay close attention to the details, work proficiently with MS Office Suite and are a quick study with various technologies.

Responsibilities:

• Facilitate the allocation of Segal GCSE professional staff to client engagements to ensure alignment with firm priorities and our people first approach.
• Thorough use of continuous planning activities, proactive management and scheduling of resources to meet staff utilization targets
• Assist with resource booking confirmation and provide appropriate solutions to daily scheduling conflicts
• Maintenance of forecast spreadsheets and workflow reports based on feedback from Managers
• Monitor day to day client file and engagement activities and resourcing. Identify potential instances of under-utilization and actively work with Resource Manager to address and solve those issues
• Identify and resolve unassigned client files/engagements and reallocations for all new joiners/leavers
• Develop solid working knowledge of Segal GCSE technology utilized for resourcing workflow
• Analyze business needs and staff requests to establish new career paths as required; developing ongoing approaches to easily match staff interests with firm needs

Knowledge, Skills and Experience

• A post-secondary diploma/degree in a related field plus a minimum of 3 years ideally in a professional services environment.
• A demonstrated ability to learn and develop skills to build and retain knowledge and ideally, a keen understanding of or an ability to learn and understand the scheduling and resource management process under the guidance of the Resource Manager.
• Ability to communicate effectively (both written & verbal), negotiate and influence effectively, consult with others, build relationships, facilitate group discussions, and execute on change management activities
• Strong organizational skills and very detail oriented.
• Ability to analyze data, interpret findings and provide insight to leadership
• Ability to deal confidently with Partners, managers and all staff levels in a professional manner
• Strong sense of professionalism, integrity, sound judgment and tact; self-confident with the ability to make decisions
• Ability to multitask, set appropriate priorities and consistently meet set deadlines
• Strong proficiency in Microsoft Office Suite especially Excel and a quick learner with other technologies/software. Experience with CCH Workflow is an asset.