Resource Management, Senior Specialist (Advisory)

CohnReznick; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Generous paid time off

Parental benefits

Learning & development access

Job summary

CohnReznick is seeking a Resource Management, Senior Specialist (Advisory) to join our team operating in Eastern Time Zone business hours. You will oversee staffing for 80–120 professionals, optimize bench and cross-utilization, and partner with leaders to drive data-driven deployment decisions.

The role requires 3+ years in resource management, strong Excel prowess, and the ability to mentor teammates. Travel up to 10% is possible as projects and workloads demand.

Qualifications

• 4-year undergrad degree in Business Management/Administration or accounting/finance.
• Minimum of 3 years of resource management or workforce planning experience.
• Ability to independently manage a resource population and mentor junior team members.
• Strong Excel skills including pivot tables, macros, and analytics.
• Up to 10% travel may be required.

Responsibilities

• Serve as the single point of contact for resourcing needs for an assigned population of ~80–120 professionals.
• Schedule proactively, optimize bench utilization and cross-utilization.
• Monitor pipeline and utilization; identify trends and capacity concerns.
• Partner with leaders to review utilization trends and improve deployment.
• Match demand with supply through staffing decisions based on skills and timing.
• Maintain schedules with offshore teams to support global utilization goals.
• Provide input to leadership on workforce trends and hiring business cases.
• Train engagement teams on Resource Management tools and processes.
• Ensure data integrity and compliance with processes and SLAs.

Skills

Analytical skills

Communication

Leadership

Time management

Education

Bachelor's degree

Tools

Excel

Pivot tables

Macros

PowerPoint

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do!

CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia.

We currently have an exciting career opportunity for a Resource Management, Senior Specialist (Advisory) team working Eastern Time Zone business hours.

YOUR TEAM.

Resource Management planning enables our businesses to have the right talent, in the right place, at the right time. It is closely connected to Employee Experience, Recruiting, Financial Planning, and Learning & Development, creating an integrated roadmap that supports our commitments to both our people and the business.

OUR APPROACH IS Focused On

• Designing an integrated workforce planning strategy that connects People priorities across the employee lifecycle and identifies opportunities for better alignment with upstream and downstream processes.
• Evolving toward collaborative and integrated processes, tools, and metrics that support a unified Resource Management function and Center of Excellence.
• Evaluating ideas, solutions, and approaches based on their potential business value and impact.
• Continuously evolving our workforce planning strategy to remain relevant, scalable, and responsive as business needs change.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities Include But Not Limited To

• Serve as the single point of contact for resourcing needs for an assigned population of approximately 80–120 professionals across designated service lines, practices, levels, and/or geographies.
• Take a proactive approach to scheduling by anticipating resource needs, creatively solving staffing challenges, and identifying opportunities to optimize bench utilization and cross-utilization.
• Continually monitor pipeline, utilization levels, and current and prospective schedules against business plans, identifying adverse trends, capacity concerns, and opportunities to improve utilization.
• Partner with Regional Service Line Leaders and other key stakeholders to understand utilization trends, facilitate regular data reviews, and recommend actions to improve workforce deployment.
• Match demand with supply throughout the resource request and sales cycle, making informed staffing decisions based on skills requirements, timing constraints, staffing continuity, career development goals, and geographic considerations.
• Proactively monitor open requirements, resolve scheduling conflicts, and identify opportunities for professionals with available capacity.
• Maintain an understanding of employees’ skills, interests, career goals, and development needs to help balance business requirements with meaningful development and upskilling opportunities.
• Monitor workloads and identify solutions for professionals who are consistently over- or under-allocated.
• Analyze weekly and monthly Resource Management reporting and utilization metrics to provide actionable insights and recommendations to business leaders.
• Ensure scheduling accuracy and data integrity by incorporating business inputs, PTO, firm-sponsored training, prospective work, and other time-sensitive schedule changes.
• Coordinate with offshore Resource Management counterparts to maintain accurate schedules, optimize onshore and offshore capacity, and support global utilization goals.
• Partner with People & Culture to identify, communicate, and monitor performance concerns, development needs, and upskilling efforts.
• Provide input to Resource Management leadership regarding workforce trends and hiring business cases.
• Promote standardized Resource Management processes in alignment with the Resource Management Center of Excellence and identify opportunities for continued process improvement.
• Serve as a point of escalation for Resource Management Specialists and provide training, mentorship, and guidance regarding priorities, processes, systems, and service-level expectations.
• Train engagement teams, as needed, on Resource Management technology, reporting, processes, and best practices.
• Maintain compliance with Resource Management processes and service-level agreements while continuously building knowledge of Resource Management procedures, trends, and best practices.
• Perform other responsibilities and projects as directed by the Resource Management Center of Excellence.

Your Experience.

The successful candidate will have:

• 4-year undergrad degree in Business Management/Administration or 4-year undergrad degree in accounting or finance.
• Minimum of 3 years of resource management or workforce planning experience, preferably in Advisory, Tax, or Assurance financial services
• Demonstrated ability to independently manage a resource population, advise business leaders using workforce and utilization data, resolve complex staffing challenges, and provide guidance or mentorship to junior team members.
• Apply resource management procedures and policies with the ability to translate to assign business unit and business leader(s).
• Strong knowledge of Microsoft Office products, specifically strong excel skills and ability to use pivot tables, macros, and summarize analytics via pivot charts.
• Solid understanding of financial statements and utilization metrics.
• Strong organization and time management skills to ensure that work related activities are completed in an accurate and timely manner.
• Exceptional communication, influencing, and analytical skills, including the ability to communicate effectively, tactfully, and courteously using Microsoft PowerPoint.
• Strong oral presentation, listening, and influencing skills.
• Must be able to exercise creative problem-solving techniques and provide solutions.
• Up to 10% Travel may be required as needed

Universal Job Standards.

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit Life at CohnReznick

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [e-mail] Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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