Resource Management Specialist

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🔥 2 minutes ago

🌵 Arizona, New Mexico – Remote

🌵 Arizona – Remote 🌶️ New Mexico – Remote

💵 $25 - $33 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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REDW Wealth Management

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1997

💸 Finance

🤝 B2B

Finance • B2B

REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.

📋 Description

• Manage firmwide resource scheduling and staffing to ensure teams are effectively assigned and workloads are balanced • Monitor resource utilization, availability, and capacity, proactively identifying and resolving staffing challenges • Analyze scheduling, utilization, and workforce data to support forecasting and operational decision-making • Partner with leaders across the organization to align staffing strategies with business needs and project demands. • Coordinate onboarding schedules, training activities, and resource planning for new team members • Organize continuing professional education (CPE) programs, compliance tracking, and development opportunities to support employee growth.

🎯 Requirements

• Associates degree or equivalent related experience required, some college preferred. • 3-5 years in a professional services role with project management or HR experience, or 1-2 years in resource planning/coordinating. • Availability for overtime during busy season, as needed. • Willingness to travel approximately <5%. • Knowledge of public accounting is advantageous. • Stellar time management, prioritization, and analytical skills. • Strong service orientation, adaptability, and ability to manage change. • Capable of interacting with employees at all levels, including partners. • Advanced proficiency in Microsoft 365 applications. • Preferred: Experience with resourcing software

🏖️ Benefits

• Medical, dental, vision, life, disability • 401(k) with match • HSA and FSA options • Flexible PTO + 10 holidays • Monthly wellness reimbursement • Learning platform + credential support • Ongoing development resources • $150 annual WFH allowance • Tech provided • Award-winning workplace • Strong focus on collaboration and inclusion