Assurance Manager, Resource Management & Operations

Job Summary:

The Assurance Manager, Resource Management & Operations supports practice management needs in one or more of the following areas: scheduling, professional development and training, reporting and analysis.  For example, the Manager may direct, organize, and plan the scheduling of practice managers and associates for work assignments based on project requirements and skill profiles.  In this role, the Manager may coordinate associates’ qualifications and proficiencies with the clients’ job requirements to enhance final work product, and evaluate and assess productivity on an individual and group level.  In addition, the Manager may serve as a liaison with Human Resources to determine future staffing needs and track training needs for personnel in the department. 

Job Duties:

• Directs the scheduling of associates for work assignments based on skill level, industry knowledge and experience, availability and preference
• Utilizes the planning schedule to determine the time frame and qualification requirements for client engagements
• Maintains a 12-month rolling schedule and provides quarterly assessment and adjustments as necessary
• Identifies key measurement factors to effectively allow for planning of future staffing needs
• Prepares project status reports and keeps management informed of project status and related issues
• Directs and maintains BDO RISE and third-party vendors assignments, as applicable
• Maintains an up-to-date skill profile of associates in order to successfully build teams to complete engagements in a timely manner
• Supports BDO’s career advisor program by matching new and experienced hires with professionals to enhance personal growth
• May coordinate with practice managers and associates to assist in effective career advisors
• Monitors unassigned resources and acts as a primary point of contact for unassigned staff; proactively identifying assignments to ensure productivity
•  Monitors national training requirements for practice managers and associates and facilitates compliance
• May identify training needs for practice managers and associates and facilitate the meeting of those needs, including the conducting of training
• Liaise with National CPE and Local CPE Principal to provide relevant training to the practice managers and associates and ensure compliance with firm CPE requirements
• Monitors and evaluates the department’s productivity through analysis and reports
• Prepares comparisons to budgets, goals and prior year results at the individual and group level
• Identifies irregularities in monthly, quarterly and annual results and investigates accordingly
• Assist in the forecast process to help quantify resources needs
• Other duties as required

Supervisory Responsibilities: 

• Manages and oversees billing functions, including implementing best practices, supervising workflow and monitoring the billing related activities of customer accounts

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, or Finance, required

Experience:

• Three or more years of relevant experience, required
• Experience in a professional services firm, specifically public accounting, preferred

Software:

• Proficient in the use of Windows and Microsoft Office Suite, specifically Word, Excel, and PowerPoint, Power BI, required

Other Knowledge, Skills & Abilities:

• Excellent analytical skills
• Excellent communication skills and ability to foster and maintain relationships with professionals at all levels within the organization
• Ability to act as a strategic partner to regional and local business line and practice leadership and management teams
• Strong project and time management skills
• Excellent written communication skills
• Ability to maintain a high level of confidentiality and professionalism in all matters
• Ability to deliver presentations and facilitate meetings
• Ability to work well with a team as well as independently

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. 

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.  BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. 

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets