Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS213
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
* 2022 Best and Brightest Companies to Work for in the Nation
* 2023 Top Workplaces USA
* 2022 America's Best Mid-Size Employers
* 2022 Best and Brightest Companies in Wellness
* 2022 Great Place to Work Certification
Resource Management Operations
* Lead the transition from tactical scheduling to strategic Resource Management (RM) within the Attest Practice.
* Implement consistent business practices for assigning available employees to projects based on skillsets, experience, goals, and availability.
* Collaborate with regional Resource Managers for capacity planning, forecasting, workload monitoring, and conflict resolution.
* Ensure cross-office sharing of resources and measure process effectiveness.
* Manage vendor relationships for resource management solutions, optimizing support for application development and reporting.
* Collaborate with internal stakeholders to establish RM Scorecard, defining and measuring KPIs.
Business Analysis
* Understand and influence performance to achieve leverage and pricing goals
* Expert knowledge of the Attest Practice
* Monitor daily/weekly/monthly business trends, diagnose problems, and drive appropriate solutions.
* Strike a balance between flexibility and process consistency.
Communication / Collaboration
* Effectively communicate feedback, expectations, and difficult messages.
* Promote a collaborative culture, motivate, and lead by example.
* Lead the RM team's collaboration with HR regarding performance management, workforce planning, skills profiling, and vendor relationships.
* Maximize employee experience by balancing career desires with business needs.
Leadership Approach
* Lead with character, build trust, respect, and credibility.
* Promote an inclusive work environment championing diversity, equity, and inclusion.
* Accept responsibility for actions and strive to understand and support others.
* Follow through on commitments and treat others fairly and consistently.
Cross Functional Engagement
* Collaborate across the Practice Management Office and with business unit leaders, back-office operations leaders, and functional leaders.
* Ensure RM solutions align with business objectives and efficiency principles.
* Collaborate with Director of Customer Success to ensure usage and adoption objectives for RM processes and systems.
* Collaborate with relevant groups, including Corporate Finance, Financial Services Finance Group, Financial Planning & Analysis, National Tax Office, Mayer Hoffman McCann, and IT.
Business and HR Responsibilities
* Oversee the professional development of a team
* Manage matrix connections with Resource Managers in local offices and practice groups.
* Foster a culture of accountability, set clear expectations in the goal-setting process, and provide regular feedback.
Candidate Attributes
* Proficiency in human resource and project management.
* Ability to use technology, analytical tools, and resource management software.
* Flexibility, adaptability, resilience, and good decision-making skills.
* Comfortable as both a strategic team member and a hands-on contributor.
Preferred Qualifications
* Extensive knowledge of operations within the accounting firm industry
* Experience with change management principles, methodologies and tools
* Excellent active listening skills
* Previous experience as a project/resource/HR manager or in the related industry
* Ability to influence others and move toward common goals
* CPA Preferred
Minimum Qualifications
Bachelor's degree
6 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs.
Proficient use of applicable technology
#LI-MM2 #LI-Hybrid
CBIZ.Jobs Category: Corporate
REASONABLE ACCOMMODATION
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
PAY TRANSPARENCY PROTECTION NOTIFICATION
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
