Hybrid Resource Manager – M&A

at Aprio

• Job title: Resource Manager – M&A
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: PMP
• Location requirements: Hybrid, Atlanta, United States

About the role

• Resource Manager responsible for resource allocation and workforce planning at a top CPA firm. Collaborating with stakeholders to ensure client satisfaction and project delivery.

Responsibilities

• Partner with M&A, practice leadership, and HR to support resource planning during diligence and post‑close phases, ensuring incoming professionals are accounted for in staffing models and workflow systems.
• Build strong working relationships with Practice Leaders, Engagement Managers, and Talent partners to support a team‑based approach to workforce planning.
• Identify resource needs, capacity gaps, and timing risks prior to deal close to prevent last‑minute staffing disruptions.
• Support early identification of practice-specific integration requirements (e.g., tax, assurance, advisory) due to differing resource management processes.
• Support RM team by consistently monitoring open job needs and scheduled assignments for accuracy, checking assisting with staffing solution strategies.
• Provide coverage as needed for Resource Management team in areas related to staffing requests for client engagements, projects, and initiatives.
• Ensure consistent RM team practices in forecast planning and process improvements, while minimizing impact on client service operations.
• Support the strategic movement of work to offshore resources while maintaining quality and efficiency.
• Partner with offshore RM team members to ensure current pipelines, capacity views, and weekly staffing rosters for offshore teams; surface gaps, risks, and trade‑offs early.
• Collaborate with industry leaders, pod leaders, engagement managers, and project leaders assessing staffing needs and project requirements.
• Embrace an Agile mindset to adapt to changing priorities, client demands, and project requirements effectively
• Implement best practices, policies, and procedures related to workforce management, project delivery, and client satisfaction.
• Develop and maintain relationships with client service personnel and leverage these relationships to maximize change management partnership opportunities.
• Support RM team by monitoring project timelines, workloads, and resource utilization to identify potential resource conflicts or capacity constraints.
• Track and analyze key performance indicators (KPIs) related to resource management, project delivery, and client satisfaction.
• Proactively address resource allocation challenges by recommending adjustments, realignments, or additional staffing resources as needed.
• Collaborate effectively with fellow Resource Managers to balance workloads, share resources, and support enterprise staffing priorities.
• Actively participate in team meetings, planning discussions, and working sessions to align priorities and share insights.
• Partner with peers to resolve resource conflicts through open communication and solution‑oriented discussion
• Share best practices, lessons learned, and process improvements with the Resource Management team to promote consistency and efficiency.

Requirements

• Bachelor’s degree in business administration, Accounting, Human Resources, or a related field preferred. Professional certification (e.g., RMCP, PMP, SHRM-CP) is a plus.
• Minimum of 5-7 years of work experience in resource management, data management, and workforce planning, preferably within a professional services firm or accounting environment.
• Strong analytical skills and the ability to interpret data, trends, and workforce metrics.
• Excellent communication, interpersonal, time-management, and problem-solving skills.
• Proficiency in Power BI, resource management tools, and Microsoft Office Suite.
• Strong business acumen and ability to effectively collaborate with diverse personalities and stakeholders across all levels of the organization.
• Ability to thrive in a fast-paced, deadline-driven environment and effectively prioritize competing demands.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options