Coordinator, Resource Management – Advisory Practice

The Resource Management Coordinator supports the Advisory practice by ensuring optimal allocation of team member to client engagements. This role balances business needs with team member development goals, helping the firm meet utilization targets and deliver high-quality service.

The ideal candidate is organized, responsive, and highly collaborative, with strong attention to detail and an understanding of professional services environments.

Essential Duties: 

• 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.

Qualifications:

• 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.
• This role requires the ability to work in the office 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 Skills:

• Experience 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.

Compensation & Benefits:

The compensation for this position ranges from $55,000 - $65,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

• 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

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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