CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Essential Functions & Primary Duties:
* Drive activities to hit utilization targets across practice groups (Audit, Tax and Advisory)
* Oversee day-to-day operations of the RM team and the use of the scheduling software's
* Meet productivity standards for individuals and practice groups
* Reports to the National Financial Services Operations Leader
Resource Management Operations
* Lead the organization from current state to RM as a strategic discipline
* Lead efforts to drive the creation and adoption of consistent business practices
* Capacity based budgeting/Forecasting
* Cross-office sharing of resources
* Documenting and measuring process effectiveness (utilization %, scheduled to actual, scheduled to budgeted, employee retention rates, etc.)
* Manage vendor relationships, optimize the process of vendor support for application development and reporting for resource management solutions.
* Establish and oversee reporting for use in individual Scorecards to measure performance
Business Analysis
* Understand and influence staffing to achieve proper leverage and pricing goals
* Expert knowledge of practice groups
* Quickly recognize and act upon business trends on a daily/weekly/monthly basis
* Diagnose problems and identify and drive appropriate solutions, striking the right balance between speed/flexibility and process consistency
Communication / Collaboration
* Lead the RM team's collaboration with HR linking individual career goals with appropriate workforce planning
* Close coordination with recruiting resources to properly project staffing needs at all levels
* Work with Regional and Service Line resource management teams to understand staffing trends (including surpluses and shortages) and provide recommendations to optimize utilization and leverage
* Design and oversee implementation of system to capture and maintain staff skills' profiles
* Close coordination with offshoring to maintain proper mix of onshoring/offshoring
* Managing relationships with contract/contingent labor vendors, etc.
* Collaborate with all other functional and service lines to achieve overall business goals
Business and HR Responsibilities
* Oversee the professional development of a team of direct reports
* Oversee connections with Resource Managers embedded in local office and practice groups
Candidate Attributes
* Ability to use technology (analytical tools, Professional Services Automation and resource management software)
* Adaptable and able to thrive in ambiguous work situations
* Conflict-resolution and problem-solving skills,
* Ability to influence others and move toward a common vision or goal
* Must possess critical thinking, analytical and forecasting skills
* Interpersonal interaction skills (effective communication, negotiation, collaboration, the ability to be diplomatic and stand one's ground)
* Must be equally comfortable as both a strategic team member and as a hands-on contributor
Preferred Qualifications:
* Extensive knowledge of operations within the accounting firm industry
* Experience with and knowledge of change management principles, methodologies and tools
* Previous experience as a project/resource/HR manager
Minimum Qualifications:
* Bachelor's degree in human resource management, business management or a related field
* 10+ years of relevant work experience
* 5+ years relevant work experience in a Resource Management environment
* Ability to travel as required by business
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CBIZ
Aug 07, 2025