Scheduling Senior Specialist
CBIZ

Job Info

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Job Description
With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2022 Top Workplaces USA
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

Essential Functions and Primary Duties:

• Local office system owner of the national scheduling software for the designated practice(s)
• Responsible for ensuring all daily projects are staffed appropriately based on the needs of the office and clients
• Maintain scheduling database including but not limited to: daily scheduling changes, long-term scheduling, PTO requests, and all reporting needs
• Assists Directors and Managers with long-term planning by facilitating the continuous scheduling process, examining and tracking scheduling needs, and providing reports and analysis as needed
• Proactively monitor utilization, availability, and leverage of practice personnel on all engagements
• Prepare reports and present status of engagement scheduling for meetings
• Prepare comprehensive reports for leadership on utilization, leverage of resources, capacity, forecasting, and other key operational metrics
• Lead scheduling committee meetings
• Develop and maintain professional relationships with management in offices and scheduling resources in other offices
• Coordinate with local Human Resources and Management to facilitate the engagement Feedforward process
• Coordinate with local Tax and Attest practices to ensure Tax and Attest schedules are in sync
• Coordination of needs with other offices to ensure sharing of resources and appropriate communication lines are maintained
• Facilitate training on scheduling software and scheduling process for supported office(s)
• Responsible for monitoring scheduled capacity versus budgeted capacity to ensure budgeted capacity is met. Report findings to department management.
• Facilitate efficient scheduling processes to meet current and future business needs and objectives
• Responsible for implementing national projects in the local office
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's degree preferred
• Working knowledge or experience in the public accounting or professional services firm is desirable
• Strong understanding of scheduling processes, data management, and analytics
• Strong project management, interpersonal, organizational planning, and time management skills
• Exceptional communication skills, initiative/self-starter, and problem-solving ability

Minimum Qualificaitons

• 3 Years of experience as a subject matter expert
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrated 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

REASONABLE ACCOMMODATION

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .

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