Resource Planning Specialist – Public Accounting

Keilty Bonadio

Senior Resource Specialist overseeing resource management performance across workforce planning and scheduling for Tax Service Line at Bonadio Group. Collaborating to drive innovation and enhance resource utilization.

Posted 7/18/2026full-timeRochester • New York • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in resource management and staffing optimization, leveraging project management methodologies such as Lean Six Sigma to enhance operational efficiency. Proven ability to lead large teams and coordinate resource allocation across diverse functions to meet client service objectives.

Highest-signal resume keywords

Resource ManagementStaffing OptimizationLean Six SigmaPublic Accounting ExperienceLeadership Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Resource PlanningWorkload Capacity MonitoringJob Assignment ManagementUtilization MonitoringContinuous Improvement Methodologies

Soft Skills

CollaborationProblem SolvingConflict Resolution

Tools & Technologies

WorkdayPower BIMonday.com

Industry Keywords

Public AccountingTax Operations ManagementStaffing CommitmentsResource Pool Management

About the role

Key responsibilities & impact

Oversee the scheduling function for the Small Business Advisory Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
Develop and manage weekly staffing commitments for resource pools, monitor utilization and workload capacity, and work with leaders to ensure assignments are appropriately staffed and progressing as planned.
Coordinate resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
Monitor staffing demands and scheduling conflicts, proactively identifying and resolving resource constraints to support client service objectives.
Collaborate with global resource teams to optimize offshore and shared-service staffing, ensuring resources are effectively utilized and aligned with operational needs.
Utilize project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and oversee workforce planning initiatives.

Requirements

What you’ll need

A minimum bachelor's degree in accounting or business or related
A minimum of three years of public accounting experience and/or tax operations management
Documented leadership experience with demonstrated success managing teams greater than 100 employees
Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems

Benefits

Comp & perks

Flex Friday scheduling available in accordance with firm policy and business needs
Great mentoring and training programs
Inclusive work environment that allows all of our people to achieve their greatest potential and the greatest results for our clients and communities