Workforce Planner (Remote) - Cbiz

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ is honored to be the recipient of several national recognitions for 2023:    

• Best and Brightest Companies to Work for in the Nation 
• Top Workplaces USA 
• Top Workplaces – Financial Services Industry
• Best and Brightest Companies in Wellness 
• Great Place to Work Certification 

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions

• Ensure schedules are generated and updated on a regular basis to maximize efficiency of resources
• Effectively fill resources engagement requests
• Ability to acquire a thorough knowledge of the skills of the staff and the skills required by the clients/projects
• Highly organized and manage multiple demands simultaneously, providing communication in real time about progress
• Anticipate engagement conflicts and identify creative alternative solutions that prioritize engagement deadlines, maximize utilization, and minimize available hours
• Ability to facilitate collaborative discussions regarding resource assignment, utilization analysis between resource managers and leaders
• Provide excellent client service by building strong relationships with partners, directors, and managers
• Prepare and analyze reports in People Planner and/or Maconomy which include requirements planning, staff availability, staff boards, and staffing by client among others
• Identify issues and trends by analyzing key metrics of billable hours and availability
• Primary point of contact for unassigned staff
• Collaborate with human resources manager to integrate new hires into engagement/project teams

Preferred Qualifications

• Strong metrics-focused with ability to use analytics to solve problems and develop solutions
• Proficiency in Microsoft office skills, specifically with Excel required
• Attentive to details and able to also step back and apply big picture thinking
• Must have strong written and verbal communication skills and be able to listen effectively
• Work well under pressure and with a team; ability to meet deadlines with accuracy
• Excellent analytical  and problem solving abilities are a must,  must be organized paying close attention to detail
• Team player with desire to be an active participant within the organization
• Flexibility and openness to work on a variety of assignments; able to multi-task
• Ability to learn processes quickly and apply the knowledge
• Three to six years progressive resource planning experience with key experience in developing people
• Experience supporting a public accounting or professional services firm preferred
• Prior scheduling experience, preferably in a professional services organization
• Must be legally authorized to work in country of employment without sponsorship for employment

Minimum Qualifications

• High School Diploma or GED required
• Bachelor's degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

The hourly target for this job in this market is $33.65 - $37.50. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. 

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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