PKF O'Connor Davies · 1 week ago
Coordinator, Resource Management – Advisory Practice (CPA Firm)
New York, NY
Full-time
Hybrid
Entry Level
$55K/yr - $65K/yr
1+ years expPKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm that emphasizes a personalized approach and a commitment to client service. The Resource Management Coordinator supports the Advisory practice by ensuring optimal allocation of team members to client engagements, balancing business needs with team member development goals.
AccountingAdviceConsultingFinancial Services
No H1B
Responsibilities
Coordinate team member assignments for client engagements, balancing business needs, team member availability, skill sets, and development goals
Maintain and update scheduling tools and systems with accurate project and resource information
Collaborate with partners, engagement managers, and resource management team to anticipate and resolve scheduling conflicts or capacity constraints
Monitor and track utilization, chargeability, and availability across the Advisory practice
Assist in preparing reports related to staffing, utilization, and other resource metrics
Support onboarding of new hires by assigning initial projects and integrating them into the staffing system
Partner with HR to align staffing with training, mentorship, and performance management
Communicate regularly with advisory team members regarding assignments, scheduling updates, and engagement expectations
Contribute to process improvement initiatives related to resource management and operations efficiency
Qualification
Required
Bachelor's degree in Business Administration, Human Resources, or related field
1+ years in resource management or staffing in a CPA or professional services firm preferred
Must be able to work in-office a minimum of 2-3 days per week
Ability to coordinate and follow up on multiple tasks in a timely and efficient manner
Strong interpersonal, written and verbal communication skills
Proficient in Microsoft Office applications, particularly Word and Excel
Adept at navigating and adapting to different interpersonal dynamics
Ability to work effectively both independently and as part of a team across all levels of the Firm
Able to work efficiently in a fast-paced environment while maintaining a strong sense of urgency
Excellent organizational skills and strong attention to detail
Ability to think creatively and propose effective alternative solutions
Capable of exercising discretion when handling confidential information
Exhibits a professional attitude and exercises sound judgment when handling confidential matters
Preferred
Experience working in a public accounting or professional services firm
Understanding of Advisory service lines (e.g., Risk, Transactions, Forensics, Valuation)
Familiarity with professional services KPIs such as utilization, realization, and leverage
Benefits
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Company
PKF O'Connor Davies
PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$40M2024-11-18Private Equity· $40M
Leadership Team
P
Philip Comerford
Chief Financial Officer
Jonathan Moore
Partner-in-Charge, Advisory Services
Recent News
2026-01-14
2026-01-09
2026-01-05
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