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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced data analysis and reporting capabilities, with expertise in Excel and data visualization tools to support resource management and workforce planning. Proven ability to translate complex data into actionable insights for executive-level decision-making in a professional services environment.
Highest-signal resume keywords
Advanced Excel SkillsData AnalysisExecutive-Level ReportingResource Management ToolsData Visualization Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisReportingWorkforce AnalyticsOperations AnalyticsExcel FormulasPivot TablesPower QueryData ModelingMacrosData Reconciliation
Soft Skills
Attention to DetailProblem-SolvingCommunication SkillsAbility to Manage Competing PrioritiesIndependence
Tools & Technologies
Power BITableauResource Management ToolsPSA PlatformsERP SystemsHRIS SystemsFinancial Planning Systems
Industry Keywords
Professional ServicesUtilizationCapacity PlanningDemand PlanningProject DeliveryFinancial PerformanceWorkforce Planning
Tech Stack
Tools & technologiesERPTableau
About the role
Key responsibilities & impact- Develop, maintain, and deliver executive-level Resource Management reporting for firm-wide leadership and individual Business Units.
- Prepare recurring and ad hoc dashboards, reports, and analyses related to workforce capacity, demand, utilization, staffing, availability, forecast accuracy, and resource deployment.
- Translate complex data into clear, concise insights that enable leadership to make informed decisions.
- Partner with the Senior Director of Resource Management to identify reporting needs, define metrics, and improve visibility into firm-wide resource health.
- Create reporting packages and presentations that are polished, accurate, and appropriate for executive audiences.
- Pull, combine, validate, and analyze data from multiple systems and sources, including resource management tools, financial systems, HR systems, project management tools, and Excel-based trackers.
- Build and maintain advanced Excel models, templates, and reporting tools to support Resource Management operations.
- Identify trends, gaps, risks, and inconsistencies across data sets and communicate findings clearly.
- Ensure data accuracy, consistency, and integrity across all reporting outputs.
- Support the development of standardized reporting processes, definitions, and governance for firm-wide Resource Management metrics.
- Analyze resource supply, demand, utilization, capacity, and staffing trends across Business Units.
- Provide insights that support workforce planning, staffing decisions, resource allocation, and operational performance.
- Partner with Resource Management leaders to identify opportunities for improved reporting, process efficiency, and data-driven decision-making.
- Support Business Unit-specific reporting needs while helping drive consistency across the firm.
- Help identify leading indicators of capacity constraints, underutilization, over-allocation, and staffing risk.
- Work closely with the Firm-wide Senior Director of Resource Management, Business Unit Resource Management leaders, Finance, HR, Operations, and Technology teams.
- Gather reporting requirements and translate business needs into practical, scalable reporting solutions.
- Communicate effectively with senior stakeholders, explaining data findings in a clear and business-relevant way.
- Serve as a trusted reporting and analytics partner to Resource Management leadership.
- Manage multiple reporting priorities while maintaining quality, accuracy, and deadlines.
Requirements
What you’ll need- Significant experience in data analysis, reporting, business analytics, workforce analytics, or operations analytics within a professional services environment.
- Advanced to expert-level Excel skills, including complex formulas, pivot tables, Power Query, data modeling, lookups, macros, and large data set management.
- Proven experience combining and reconciling data from multiple sources and systems.
- Prior experience creating executive-level reporting, dashboards, and leadership-ready analysis.
- Strong understanding of professional services operating models, including utilization, capacity, staffing, demand planning, project delivery, and financial performance.
- Ability to work independently, execute hands-on, and deliver high-quality outputs with limited oversight.
- Strong attention to detail, data integrity, and quality control.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage competing priorities and deliver accurate reporting on tight timelines.
- Experience working with stakeholders across multiple geographies and Business Units.
- Prior experience supporting Resource Management, workforce planning, staffing operations, utilization reporting, or capacity planning.
- Experience with Resource Management tools, PSA platforms, ERP systems, HRIS systems, or financial planning/reporting systems.
- Experience with Power BI, Tableau, or other data visualization tools.
- Experience building standardized reporting frameworks for multi-Business Unit or firm-wide leadership teams.
- Experience working in a global professional services, consulting, accounting, engineering, or advisory firm.
Benefits
Comp & perks- Provident Fund
- Gratuity
- Medical Insurance
- Group Personal Accident Insurance
