Coordinator, Resource Management – Advisory Practice jobs in United States
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PKF O'Connor Davies · 17 hours ago

Coordinator, Resource Management – Advisory Practice

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with a commitment to delivering real value to clients. 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
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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

Resource ManagementScheduling ToolsMS ExcelInterpersonal SkillsTime Management

Required

Bachelor's degree in Business Administration, Human Resources, or related field (or equivalent experience)
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
Strong organizational and time management skills with the ability to prioritize in a fast-paced environment
Excellent interpersonal and communication skills
Proficiency in MS Excel and scheduling/resource management tools (e.g., ProStaff a plus)
Ability to work independently while maintaining strong relationships with various team members and stakeholders

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

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PKF O'Connor Davies is a full-service CPA and advisory firm that provides audit, tax, and management advisory services.

Funding

Current Stage
Late Stage
Total Funding
$40M
2024-11-18Private Equity· $40M

Leadership Team

P
Philip Comerford
Chief Financial Officer
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Jonathan Moore
Partner-in-Charge, Advisory Services
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Company data provided by crunchbase