PMO Resource Planner

Hollybank Trustees Ltd; United Kingdom; Remote; GBP 32,000 - 40,000; Full time

Job summary

Xalient is seeking a PSA Planner to join its PMO in the UK. The role focuses on resource planning, capacity management, and forecasting across a global project portfolio, ensuring the right people are allocated to projects and forecasts stay accurate.

You'll collaborate with Project Delivery, Resource Management, Operations and Finance, manage billable hours and revenue tracking, and provide monthly reports.

Qualifications

• Experience in resource planning, capacity planning, or PMO environments.
• Forecasting, budgeting or financial reporting experience.
• Advanced Excel and strong analytical/reporting skills.
• Ability to manage multiple stakeholders and competing priorities.
• Excellent communication and stakeholder management.
• Willingness to travel to Leeds office when required.

Responsibilities

• Manage resource schedules across multiple concurrent projects.
• Monitor resource utilisation and availability across teams and locations.
• Produce short, medium and long-term capacity plans.
• Translate project pipeline data into resource requirements for forecasting.
• Own monthly hour and revenue forecasts in planning tooling.
• Ensure cost centre allocation and revenue recognition alignment.
• Produce monthly management reports for Finance and Operations.
• Highlight variances and budget overages.
• Maintain rolling dashboards for PMO leadership.

Skills

Resource planning

Capacity planning

Forecasting

Excel

Stakeholder management

Communication

PMO experience

Budgeting

Certinia PSA

Revenue forecasting

Tools

Certinia PSA

Job description

Up to £40k (dependent on experience), plus bonus plus other benefits

Are you highly organised, commercially aware and passionate about bringing structure to complex project environments?

This is a Resource Planning, Capacity Planning and Forecasting role sitting within the PMO, responsible for managing utilisation, resource allocation, revenue forecasting and operational reporting across a global project portfolio.

We're looking for a PSA Planner to join our growing PMO function and play a critical role in ensuring the successful delivery of a global portfolio of customer projects.

Reporting to the Director of Governance & PMO, you'll act as the central hub between Project Delivery, Resource Management, Operations and Finance, ensuring the right people are assigned to the right projects at the right time while maintaining accurate forecasting and reporting across the business.

This is an excellent opportunity for someone with experience in resource and capacity planning, project coordination, PMO support, and operational planning who enjoys working in a fast-paced, data-driven environment. The successful candidate will also bring strong commercial awareness, including experience managing billable hours, financial tracking and ledgers, as well as building trusted relationships with senior stakeholders. You must be comfortable influencing at all levels, balancing operational priorities with commercial objectives, and ensuring resources are deployed effectively to support business performance.

What You'll Be Doing

Resource Planning & Capacity Management

• Manage resource schedules across multiple concurrent projects.
• Monitor resource utilisation and availability across teams and locations.
• Identify and resolve resource conflicts before they impact delivery.
• Produce short, medium and long-term capacity plans.
• Support demand forecasting by translating project pipeline data into resource requirements.
• Work closely with Project Managers, Delivery Leads and Resource Managers to optimise resource allocation.
• Own accuracy and timeliness of monthly hour and revenue forecasts in the planning tooling system , working with project teams to gather actuals and validate forecast assumptions.
• Ensure all forecasting submissions comply with governance requirements: correct cost centre allocation, appropriate revenue recognition timing, and adherence to submission deadlines.
• Produce monthly management reports for Finance and Operations showing forecast vs. actual performance by project, resource, and business unit; highlight variances and budget overages.
• Flag budget risks early: cost overruns, margin compression, billable hour slippage: with enough lead time for remedial action rather than post-hoc reporting.
• Support billing reconciliation by validating project allocations, hour tracking accuracy, and revenue recognition alignment between the planning tooling system and Finance records.
• Maintain a rolling dashboard or weekly brief for the PMO leadership showing portfolio health: resource utilisation, revenue forecast trends, and capacity constraints.

Governance & Stakeholder Management

• Act as the first point of contact for resource scheduling queries.
• Coordinate planning and forecasting cycles across the business.
• Ensure compliance with governance processes and reporting deadlines.
• Maintain and improve scheduling, forecasting and reporting procedures.
• Support strategic workforce planning through trend analysis and utilisation reporting.

What We're Looking For

• Experience in resource planning, capacity planning, project coordination or PMO environments.
• Exposure to forecasting, budgeting or financial reporting.
• Strong analytical and reporting skills with advanced Excel capability.
• Experience managing competing priorities across multiple stakeholders.
• Excellent communication and stakeholder management skills.
• Strong attention to detail and ability to manage deadlines.
• Confident identifying issues, analysing options and driving resolutions.
• Ability to travel to Leeds office when required.
• Experience using Certinia PSA.
• Experience within an MSP, IT Services, Professional Services or Project Delivery environment.
• Understanding of utilisation, billable hours, project margins and revenue forecasting.

Company Description

Xalient is a global boutique specialising in the convergence of identity-driven security and secure networking. We help the world's leading enterprises stay secure, connected, and ready for the future - bringing together deep technical expertise, business insight, and AI-powered innovation to solve the complex challenges of modern digital businesses.

Independent by design and driven by a passion for exceptional service, Xalient combines global reach with the agility and customer intimacy of a boutique provider. Our advisory, professional, and managed services teams operate across the UK, US, EMEA and Asia - delivering fast, tangible outcomes and long-term impact.

Xalient is trusted by forward-thinking enterprises to reduce risk, optimise performance, and navigate today’s digital complexity with confidence.

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, gender reassignment, marriage and civil partnerships, pregnancy or maternity or age.