Manager · National
Forvis Mazars, LLP · Louisville, Kentucky
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Schedule and assign tax and professional staff to client engagements while tracking utilization and capacity.
Worth knowing: May serve as a manager or coach for lower level staff
The Talent Alignment Group (TAG) ensures talent strategies align with Forvis Mazars' vision, placing people at the heart of every initiative. Through collaboration and personalized support, they foster a culture where diverse perspectives thrive and innovation flourishes. By empowering employees to reach their full potential, they help build a workplace where careers grow and leadership is cultivated. What You Will Do: Scheduling of talent to appropriate client assignments based on timing, travel, levels, skills, and other necessary requirements at the direction of the Talent Alignment Resource Manager Utilizing scheduling tools to forecast hours, track/manage utilization, and monitor overall headcount, chargeable hours, and overtime to ensure work is distributed Managing open needs by identifying solutions as well as anticipating potential conflicts and proactively managing them by generating ideas and surfacing alternative solutions Collaborating with engagement teams to maintain an updated scheduling system with realistic information to ensure accurate reporting and forecasting Maintaining an understanding of the skills, experiences, and career goals of professional staff to ensure optimal client assignments alignments; ensuring skills and interest profiles are updated regularly as required Maintaining a strong pulse on current and future needs and capacity. Analyzing resource data / identifying trends around key data and metrics such as availability, utilization, actual vs scheduled variance data, team leverage, and open needs Collaborating with the leaders to ensure consistency and alignment with strategy, elevating areas of opportunity, concern, or performance challenges Building strong relationships with client serving personnel at all levels as well as collaborating closely with other Internal Firm Services teams (e.g., Human Resources, Talent Acquisition, Learning & Development, Operations) Works together with peers to innovate, educate and promote consistent firm-wide talent deployment May serve as a manager or coach for lower-level staff Minimum Qualifications: 5+ years of relevant experience Proficient in Microsoft Office Suite including efficiency and knowledge in Microsoft Excel, including VLOOKUP, pivot tables, formulas, and Claude Experience and knowledge using AI tools to improve efficiency, support data analysis, and enhance productivity...
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