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Bonadio & Co. LLP Senior Scheduling Specialist in Pittsford, New York

Senior Scheduling Specialist

Job Locations

US-NY-Pittsford

ID
2022-2778

\# of Openings
1

Category
Other

Overview

The Bonadio Group is looking for a senior-level Scheduling Specialist to join our team. This position will report to and partner with the Director of Productivity for the Tax and Small Business practices.
This role is responsible for connecting with all levels in an effort to lead and drive scheduling related projects and system enhancements that will improve Employee Experience (EX), increase the efficiency of the Productivity team and the client service teams along with improving the quality of our data across the organization. Emphasis is placed upon utilization of the firms most valuable resources, our people, while helping them maintain their personal balance. An over-arching focus for this role is to also align with long-term business goals.

Responsibilities

Manage Firm-wide programs and reporting such as cross-utilization within the Tax and Small Business practices
Learn the current scheduling procedures and processes with a mindset of contributing innovative ideas for process improvement
Create, update, and maintain documentation of Productivity team's processes to support training and development initiatives
Act as the primary contact for client service regarding general resource utilization topics
Develop and maintain the technology skills required to function at peak efficiency
Maintain an understanding of client service terms (Tax related) and concepts to align employee skill sets to engagement staffing needs
Works closely with Firm-wide Leadership and IT team and vendors to align technology with the requirements to promote efficiency across the Tax and Small Business practices
Provide accurate and timely reporting insights covering forecasted utilization, actual utilization, and projected full-time employees all while effectively communicating with Director of Productivity and leadership about directional focus of resources
Develop, implement, and manage Productivity policies that are aligned with the firm culture
Develop and implement hiring strategies that help maximize utilization and minimize unassigned time, and support employee development goals
Manage position-related information in written or electronic format
Adheres to the highest degree of professional standards and strict client/firm confidentiality

Qualifications

Required:
Bachelors degree in accounting, finance or related field
A minimum of four years of experience in professional or public accounting or program/project management experience
Hours of Operation
Our office hours are Monday through Friday from 8:00 a.m. until 5:00 p.m.
Our summer hours are Monday through Thursday from 8:00 a.m. until 5:00 p.m., and Friday from 8:00 a.m. until 12:00 p.m.
We pride ourselves on our flexibility; however the ability to work additional hours during busy season may be needed
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the work place as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. Top-rated employee policies keep our workforce energized and advancing, and because of our many teams and specialty services, we offer more paths to partnership, including non-traditional arrangements. Add to that our robust training and mentoring programs, and the opportunities for growth really add up. Truly, at Bonadio, your trajectory is limitless. We are among the nation's 50th largest CPA and consulting firm, and the biggest in Upstate New York. Get on board, grow with us, and find your path to partnership. Apply today!

EOE/AA Disability/Veteran

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