Scheduling Admin - Woburn, United States - PKF O'Connor Davies

Mark Lane

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Mark Lane

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Description

Scheduling Admin
This individual will be responsible for support the Scheduling Team.

The individual work closely with the Massachusetts Schedulers and must be able to work in a rapidly changing environment and provide a timely, high-quality, and accurate work product.

This position requires the individual to be a critical thinker and be capable of prioritizing competing requests, and at times making independent decisions regarding the scheduling process.


Essential Duties include but are not limited to the following:

  • Produce and analyze of Weekly, Monthly and on-demand reporting.
  • Utilize firm software to efficiently handle scheduling requests, changes, and communication flow.
  • As directed, make the necessary reassignments for staff regarding scheduling of Tax and Audit engagements.
  • Communicate clearly with a high level of emotional intelligence (EQ).
  • Analyze and forecast practice trends via historical and forecasted information.
  • Identify inconsistencies in the schedule for proper leverage and implement process improvement to increase and maintain billable hours for Tax and Audit Staff.
  • Manage requests for PTO & sick time for professional staff (via PTO Request Form) and send approval based on business and scheduling needs.
  • Review timesheets to ensure consistency between what is scheduled and what was charged to identify low chargeability for individuals and work to correct.
  • Manage the Marketing events calendar; assist with invitations.
  • Assist with the submission of sponsorship requests.
  • Organize and submit various news items to local organizations.

Qualifications

  • 5+ years of relevant experience, preferably in a Public Accounting Firm or similar role.
  • Bachelor degree required.
  • Experience with ProStaff scheduling software and XCM a plus
  • Ability to effectively communicate with individuals of all levels.
  • Excellent organizational skills.
  • Ability to work independently.
  • Ability to resolve conflict.
  • Proficient knowledge of Microsoft Office Suite.
  • Strong excel skills.
  • Ability to multitask items simultaneously.
  • Experience working in a Public Accounting Firm preferred.

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