Coordinator, Resource Scheduling

Who we are

As a Coordinator, Resource Scheduling your responsibilities will include

• Schedule files by allocating work based on upcoming needs while balancing continuity, capacity, utilization, and overall skill development of our Accountants and Senior Accountants. • Support workforce planning by tracking the skills, experience and development of Accountants and Senior Accountants, ensuring assignments contribute to both client needs and colleague growth. • Understand the skills, experience, and availability of Accountants and Senior Accountants, and assign work to the right team members to ensure efficient scheduling. • Lead workforce planning meetings to identify, prioritize, and confirm upcoming work expected over the next 0-6 weeks. • Understand workload volumes, backlog of files, and develop a general understanding of how each region/Business Unit and office runs. • Ensure files are scheduled accurately by understanding client budgets, timelines, and filing deadlines. • Understand the firm's work cycles and changing business demands to effectively plan resources, balance workloads, and anticipate peak periods. • Collaborate with business leaders, resource planning colleagues, and support teams to coordinate workloads, prioritize work, and ensure client deadlines are met. • Proactively identify and escalate scheduling conflicts, skill set gaps, backlog/capacity workload challenges as well as turnaround time to Resource Management leadership. • Support the onboarding and integration of new team members and acquired or merged practices into workforce planning and scheduling processes. • Provide support across multiple service lines and business units.