Resource Specialist in CA, San Diego at CBIZ

Date Posted: 10/16/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

We are proud of our strong company culture. In 2018, we were recognized by the Orange County Business Journal, San Diego Union Tribune, and the Pacific Coast Business Times as one of the “Best Places to Work”. We were also recognized by the National Association of Business Resources as one of the San Francisco Bay Area’s “Best and Brightest Companies to Work For”. It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us spots on these lists.

Essential Functions and Primary Duties

  • Local office system owner of the national scheduling software for the designated practice(s)
  • Responsible for ensuring all daily projects are staffed appropriately based on the needs of the office and clients
  • Maintain scheduling database including but not limited to: daily scheduling changes, long-term scheduling, PTO requests, and all reporting needs
  • Assists Directors and Managers with long-term planning by facilitating the continuous scheduling process, examining and  tracking  scheduling needs, and providing reports and analysis as needed
  • Proactively monitor utilization, availability and leverage of practice personnel on all engagements
  • Prepare reports and present status of engagement scheduling for department meetings
  • Prepare comprehensive reports for local office leadership on utilization, leverage of resources, capacity, forecasting, and other key operational metrics
  • Lead scheduling committee meetings
  • Develop and maintain professional relationships with management in supported offices and scheduling resources in other offices
  • Coordinate with local Human Resources and Management to facilitate the engagement Feedforward process
  • Coordinate with local Tax and Attest practices to ensure Tax and Attest schedules are in sync
  • Coordination of needs with other offices to ensure sharing of resources and appropriate communication lines are maintained
  • Facilitate training on scheduling software and scheduling process for supported offices
  • Responsible for monitoring scheduled capacity versus budgeted capacity and adjust work schedules to ensure budgeted capacity is met. Reports findings to department management 
  • Facilitate efficient scheduling processes to meet current and future business needs and objectives
  • Responsible for implementing national projects in the local office
  • Additional responsibilities as assigned

Minimum Qualifications Required

  • The successful candidate will have a Bachelor’s Degree or equivalent work experience.
  • Working knowledge or experience in the public accounting or professional services firm desirable
  • Strong understanding of scheduling processes and data management  
  • Flexible mentality: willing and capable of performing varied tasks.
  • Exceptional proficiency in Word, Excel and Outlook preferred and the aptitude to learn new software applications quickly
  • Must possess the ability to interact and communicate with  different levels of personnel including technical and non-technical users
  • Strong project management, interpersonal, organizational planning and time management skills
  • Exceptional communication skills and problem-solving ability
  • Able to work in a team environment

not ready to apply ?

Joining our Talent Network will enhance your job search and application process. Whether you choose to apply or just leave your information, we look forward to staying connected with you.