What are the responsibilities and job description for the Scheduling Manager position at LitmanGerson Associates?

Scheduling Manager

Reports To | Supervisor

Director of Human Resources

Summary of Job Function

The Scheduling Manager holds a crucial role in resource allocation and maintaining the firm's utilization. This role acts as the liaison between team members and Service Line Leaders and is responsible for all aspects of our scheduling function.

Essential Job Duties

Serves as the primary point of contact for utilization and scheduling within the Firm.
Develop and implement utilization and scheduling strategies ensuring alignment with firm strategy and growth plan.
Maintain equitable workloads by monitoring and adjusting schedules to prevent overloading or underutilization of staff.
Continuously evaluate and improve scheduling processes to enhance efficiency and effectiveness.
Maintains oversight of schedules to effectively utilize staff and support financial plans.
Adjust schedules and resolve conflicts in response to changes in client needs, staff availability, and project timelines.
Communicate staffing decisions and changes clearly and effectively to all appropriate parties and facilitate recurring meetings.
Collect, analyze, and report on scheduling and performance data with a focus on utilization reporting.
Collaborate with Human Resources team members and leadership to identify training and development opportunities for team members.
Collaborate with CCH and Service Line Leaders to design, update and maintain scheduling software, workflow procedures, scheduling processes, and strategies for engagement management.
Develop and manage the staffing budget to ensure alignment with utilization and revenue goals while supporting the firm's strategic vision and adhering to industry standards.
Continuously educate all levels of professionals on utilization goals, establish, and uphold accountability measures related to these goals, and ensure ongoing adherence and effectiveness.
Serve as liaison for all levels of professionals ensuring their professional aspirations are understood and diverse opportunities are presented, while keeping business interests and organizational goals at the forefront.

Education and Experience :

Experience in scheduling or project management, preferably within an accounting or professional services firm

A minimum of 3 years of management experience

Recommended BS / BA within relevant field

Required Qualifications :

Proficiency with Microsoft Office Products, specifically with Excel

Demonstrate excellent organizational and attention to detail skills and adept management of multiple concurrent deadlines within a fast-paced environment.

Proficient leadership capabilities in overseeing small teams, effectively managing workflow, fostering encouragement, and providing mentorship to the Scheduling team and team members.

Strong written and verbal communication skills, ability to communicate both verbally and written with diverse audiences at all levels of the organization.

Adapt seamlessly to evolving circumstances, proactively identifying, and implementing enhancements to optimize business processes.

Operate with a sense of urgency, ensuring the prompt and efficient completion of tasks.

A solution-oriented mindset.

Ability to work in collaborative team environment while also exhibiting self-motivation and a proactive initiative.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This job is performed in an office setting, indoors, and at times travel to client's location is required.

Special Physical Demands :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.

While performing the duties of this Job, the employee is regularly required to stand and walk.

Talk or hear.

The employee is occasionally required to sit.

Overtime may be required to meet project deadlines.

LGA is committed to providing an equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please email us at .

Service Line : Internal, Professional Support Team

Function : Administrative

FLSA Status : Exempt

Location : Woburn, MA

Employment Type : Experienced

Degree Required : Yes

Direct Reports / Supervisory Responsibility : Yes

Travel : Occasionally between LGA offices

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