Hybrid Resource & Staffing Planner

Bpmcpa; United States; Hybrid; USD 75,000 - 105,000; Full time

Job summary

BPM seeks a Resource Management Specialist to align talent with business needs and support staffing, utilization, workload balancing, and workforce planning across engagements. You will partner with leaders, HR, and employees to enable effective staffing and career development.

The ideal candidate is organized, analytical, and capable of juggling multiple priorities in a fast-paced professional services environment. Strong relationship skills and data-driven decision making are essential.

Qualifications

• Bachelor’s degree or equivalent relevant professional experience.
• 2–3+ years in professional services, project management, workforce planning, or a related field; or 1–2+ years of direct resource management, resource planning, or scheduling experience.
• ability to exercise sound judgement, ask effective questions, and respectfully challenge or offer alternatives when staffing requests conflict with capacity, priorities or broader business needs.
• Experience within public accounting or another professional services environment is preferred.
• Strong organizational, time management, prioritization, and critical-thinking skills.
• Strong analytical skills with the ability to interpret utilization, staffing, capacity, and workforce data.
• Excellent communication and relationship-management skills, with the ability to work effectively with employees and leaders at all levels.
• Proficiency with Microsoft Outlook, Excel, and Word.
• Experience with resource management, scheduling, reporting, or workflow platforms; familiarity with Power BI, and CCH Workflow is a plus.
• Ability to learn new systems quickly and train others on software functionality, processes, and best practices.

Responsibilities

• Coordinate resource planning and staffing activities to support efficient deployment of employees across engagements, projects, and teams.
• Maintaining accurate and timely resource information within designated scheduling and workflow tools and systems, and reinforcing consistent use of centralized RM processes and tools
• Monitor employee utilization, availability, workload, and progress toward chargeable-hour goals.
• Identify staffing gaps, capacity constraints, and opportunities to better balance workloads across teams.
• Onboard and train new colleagues on scheduling processes, policies, tools, and best practices.
• Lead and facilitate scheduling discussions with business leaders to identify resource needs, resolve staffing conflicts, and address capacity concerns.
• Partner with Engagement Managers to determine appropriate staffing solutions based on business needs, employee experience, skills, and development goals.
• Use scheduling, project management, and reporting tools to forecast resource needs, track scheduled versus actual utilization, and monitor headcount.
• Review weekly staffing schedules, availability reports, and utilization data to identify trends and recommend appropriate actions.
• Support employee reassignments related to leaves of absence, departures, organizational changes, and shifting business needs.
• Build strong relationships with employees and leaders to support effective staffing decisions and long-term career development to understand business needs, individual skills and development goals to support thoughtful staffing decisions.
• Support international teams and resources across different time zones as needed.
• Participate in ad hoc projects and process improvement initiatives related to resource management and workforce planning.

Skills

Resource planning

Staffing coordination

Relationship building

Analytical skills

Communication

Time management

Critical thinking

Education

Bachelor’s degree or equivalent

2–3+ years in professional services/workforce planning

Tools

Microsoft Outlook

Excel

Word

Power BI

CCH Workflow

Job description

BPM seeks a Resource Management Specialist to align talent with business needs and support staffing, utilization, workload balancing, and workforce planning across engagements. You will partner with leaders, HR, and employees to enable effective staffing and career development.

The ideal candidate is organized, analytical, and capable of juggling multiple priorities in a fast-paced professional services environment. Strong relationship skills and data-driven decision making are essential.