Resource Manager – Senior Manager, Advisory

Cohen & Co

Resource Manager optimizing staffing, utilization, and workforce planning for Cohen & Co’s Advisory practice. Translating pipeline demand into hiring and deployment decisions.

Posted 8/21/2026full-timeChicago • Colorado, Illinois, Maryland, Missouri, New York, Ohio, Pennsylvania, Wisconsin • 🇺🇸 United StatesSenior💰 $100,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in workforce planning, resource allocation, and staffing strategies within a professional services environment. Proficient in data analysis, reporting, and utilizing advanced tools to optimize resource management and support organizational goals.

Highest-signal resume keywords

Workforce PlanningResource AllocationAdvanced Excel SkillsPower BI ExperiencePublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workforce PlanningResource ManagementData AnalysisForecastingUtilization ManagementProject ManagementSchedulingStaffing StrategiesCapacity ModelingPerformance Trends Analysis

Soft Skills

Excellent CommunicationRelationship BuildingAnalytical Problem-SolvingInfluencing StakeholdersAdaptability

Tools & Technologies

Power BIResource Management SystemsWorkforce Planning ToolsDashboardsAnalytics Tools

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Public AccountingConsultingAdvisoryProfessional ServicesEngagement Models

About the role

Key responsibilities & impact

Lead day-to-day staffing and deployment activities across the Advisory practice
Coordinate client engagement assignments based on skills, experience, industry expertise, career goals, and availability
Identify and resolve staffing conflicts, workload imbalances, and resource constraints
Leverage Cohen India resources, contractors, and alternative delivery models
Develop capacity models and forecast resource demand
Analyze pipeline, backlog, and forecasted work three to six months in advance
Advise Advisory leadership on workforce strategy, leverage models, succession planning, and organizational capacity
Maintain accurate and actionable resource planning data
Support monthly, quarterly, and annual workforce planning
Translate projected demand into hiring plans, deployment strategies, and workforce recommendations
Monitor utilization, availability, capacity, billable hours, backlog, pipeline, and open staffing needs
Develop and distribute reports, dashboards, and workforce insights
Identify staffing, workload distribution, and practice performance trends
Improve data accuracy and integrity across resource management systems
Use analytics, forecasting, automation, and process improvements to identify risks and improve efficiency
Advise Partners, Directors, and Advisory leaders on resource planning and staffing
Collaborate with engagement leaders on project demands and staffing priorities
Determine effective onshore, offshore, contractor, and alternative delivery solutions
Partner with L&D and practice leadership to align assignments with employee development goals
Build relationships across service lines and offices to facilitate resource sharing
Communicate staffing updates and recommendations to stakeholders
Support development of the firm's resource management function
Improve scheduling, workforce planning, reporting, technology, systems, and dashboards
Drive adoption of staffing, deployment, and utilization best practices
Support change management and operational improvement projects
Contribute to growth, workforce planning, and talent optimization initiatives
Balance business needs with employee engagement, development, and career growth
Support identification of staffing gaps and future hiring needs
Understand professionals' skills, interests, and career aspirations to facilitate development opportunities
Promote positive and equitable allocation supporting client delivery and employee success

Requirements

What you’ll need

Bachelor's degree required; business, accounting, finance, human resources, project management, or related field preferred
7+ years of experience in public accounting, consulting, advisory, resource management, workforce planning, or professional services operations
Experience within a professional services environment required
Public accounting experience strongly preferred
Experience supporting workforce planning, resource allocation, scheduling, or utilization management preferred
Experience with global delivery teams, offshore resources, contractors, or alternative staffing models preferred
Strong understanding of professional services engagement models, leverage strategies, and staffing considerations
Advanced Excel skills required
Experience with Power BI and workforce planning tools preferred
Experience analyzing and presenting data to leadership teams
Strong analytical and problem-solving skills
Excellent communication and relationship-building abilities
Ability to influence stakeholders and challenge staffing decisions when appropriate
Strategic mindset and ability to balance competing priorities
Strong project management and organizational skills
Ability to work independently while collaborating across multiple teams and leaders
High level of professionalism, discretion, and confidentiality
Adaptability in a growing and evolving environment
Experience facilitating discussions, presenting recommendations, and driving stakeholder alignment

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside standard PTO to give back to the community
Annual discretionary merit increases
Bonuses
Talent development resources
Inclusive, growth-oriented culture
Diversity, equity and inclusion initiatives