Resource Planning & Talent Scheduling Lead

Forvis Mazars US; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

The Forvis Mazars, LLP Talent Alignment Group is seeking a seasoned scheduling and analytics professional to align talent deployment with client needs. You will forecast hours, manage utilization, and collaborate with engagement teams to optimize staffing and reporting.

Ideal candidates have 5+ years' experience, advanced Excel skills (VLOOKUP, pivot tables), and familiarity with AI tools to boost efficiency and data insight. This role offers growth within a leading US accounting firm.

Qualifications

• 5+ years of relevant experience.
• Proficient in Microsoft Office Suite including Excel with VLOOKUP, pivot tables.
• Experience and knowledge using AI tools to improve efficiency, support data analysis, and enhance productivity.

Responsibilities

• Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager
• Using scheduling tools to forecast hours, track utilization, and monitor headcount, chargeable hours, and overtime
• Managing open needs by identifying solutions and proactively surfacing alternative solutions
• Collaborating with engagement teams to maintain an updated scheduling system with realistic information for reporting
• Understanding staff skills, experiences, and career goals to ensure optimal client assignment alignments
• Maintaining a pulse on current and future needs and capacity
• Analyzing resource data and trends around availability, utilization, and variance data
• Collaborating with leaders to ensure alignment with strategy and opportunities
• Building relationships with client-serving personnel and internal teams
• Innovating and promoting firm-wide talent deployment
• May serve as a manager or coach for lower-level staff

Skills

Excel advanced

AI tools experience

Education

Bachelor's degree

CPA or RMCP

Tools

Scheduling tools

Job description

The Forvis Mazars, LLP Talent Alignment Group is seeking a seasoned scheduling and analytics professional to align talent deployment with client needs. You will forecast hours, manage utilization, and collaborate with engagement teams to optimize staffing and reporting.

Ideal candidates have 5+ years' experience, advanced Excel skills (VLOOKUP, pivot tables), and familiarity with AI tools to boost efficiency and data insight. This role offers growth within a leading US accounting firm.