Audit Resource Planner & Utilization Specialist

3M HEALTHCARE; San Ramon (CA); On-site; USD 69,800 - 95,200; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO plan

Flexible work arrangements

401K with profit sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino is seeking an Audit Resource Management Specialist to drive staffing for Audit engagements, forecast demand, and optimize utilization. You will coordinate staffing to align skills and availability with engagement needs while maintaining real-time visibility into team capacity.

Collaborating with leadership, HR, and engagement managers, you will monitor utilization, provide actionable insights, and support workforce planning and onboarding in a fast-paced environment.

Qualifications

• Minimum 2 years’ experience in resource management, workforce planning, or project operations.
• Bachelor’s degree in Accounting, Finance, Business Administration, or related discipline.
• Strong understanding of Audit engagement lifecycles, staffing models, and operational processes within a professional services environment.
• Competence in Microsoft Office Suite.
• Preferred experience with resource management platforms (e.g., Workday, Dayshape, CCH Axcess Workflow/XCM, or similar).

Responsibilities

• Coordinate and execute staffing for Audit engagements, aligning staff skills, experience, and availability with client and engagement requirements.
• Forecast resource demand with leadership, identify capacity gaps, and recommend strategies for staffing and utilization.
• Maintain staffing and scheduling systems to ensure real-time accuracy and visibility into team availability and allocation.
• Monitor utilization and project timelines, providing analysis and actionable insights to prevent bottlenecks and ensure timely project delivery.
• Serve as a central point of contact for staffing updates, communicating with leaders, engagement managers, and team members regarding scheduling changes and priorities.
• Collaborate with HR, Talent Development, and leadership to support workforce planning, onboarding, and skill development initiatives.
• Contribute to continuous improvement by identifying trends and leveraging data to drive operational decisions.
• Balance multiple assignments and priorities with precision, demonstrating analytical thinking in a fast-paced environment.
• Demonstrate ability to analyze data, identify trends, and provide recommendations that improve utilization and business performance.

Skills

Resource management

Workforce planning

Project operations

Analytical thinking

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related discipline

Tools

Microsoft Office Suite

Workday

Dayshape

CCH Axcess Workflow/XCM

Job description

Armanino is seeking an Audit Resource Management Specialist to drive staffing for Audit engagements, forecast demand, and optimize utilization. You will coordinate staffing to align skills and availability with engagement needs while maintaining real-time visibility into team capacity.

Collaborating with leadership, HR, and engagement managers, you will monitor utilization, provide actionable insights, and support workforce planning and onboarding in a fast-paced environment.