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.
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
Skills
- 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
- 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 Overview