CliftonLarsonAllen

Resource Planning Senior

CliftonLarsonAllen$80K — $95K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in resource planning or business operations
  • Strong analytical skills for demand forecasting and metrics management
  • Proficient in staffing and scheduling methodologies
  • Excellent communication skills for stakeholder engagement
  • Bachelor's degree in Business Management or related field, or equivalent experience

Responsibilities

  • Manage day-to-day staffing and scheduling for practitioners/consultants
  • Prioritize staffing requests based on client needs and budget constraints
  • Maintain an updated view of capacity and skill inventory
  • Analyze demand signals to forecast staffing needs
  • Monitor key productivity metrics and produce reports for leadership
  • Coordinate staffing assignments with practitioner development goals
  • Build strong relationships with engagement leaders and talent partners

Benefits

  • Comprehensive health, dental, and vision insurance
  • 401k retirement plan options
  • Support for physical and emotional well-being
  • Opportunities for professional development and training
  • Flexible work schedules and potential remote work arrangements
Full Job Description
Resource Planning Senior. This role is responsible for the deployment of practitioners/consultants across client engagements and internal initiatives. This role partners closely with engagement leaders, practice leadership, and talent teams to balance workloads, forecast demand, identify skill and capacity gaps, and align staffing decisions with business priorities, deadlines, and budget considerations. Monitors utilization and productivity metrics (e.g., billability, bench time, time-to-fill demand), supports workforce planning and development actions, and ensures resource assignments align with skill, career path, and professional development needs.

Essential Job Functions:

Resource Planning & Deployment
• Manage day-to-day staffing and scheduling for an assigned pool of practitioners/consultants, ensuring timely placement aligned to engagement needs, skill requirements, location constraints, and cost considerations.
• Prioritize and fulfill staffing requests based on client requirements, time constraints, and budget parameters; recommend alternatives when constraints exist (e.g., skill substitutions, phased staffing, split roles, or contractor/temporary resources).
• Maintain an up-to-date view of capacity, availability, and skill inventory across the resource pool; proactively communicate availability and constraints to engagement and practice leaders.
• Serve as a liaison between engagement leaders and practitioners to ensure clear expectations for assignment timing, workload, and transition requirements.

Supply/Demand Forecasting & Workforce Support
• Collect and analyze demand signals from project/engagement leaders to forecast near-term and mid-term staffing needs; surface capacity risks and recommend mitigation actions.
• Identify trends in demand (skill, level, geography, seasonality) and partner with leaders to inform hiring needs, contractor strategy, and targeted development plans.
• Support business strategy through internal talent supply and demand initiatives, including rebalancing capacity across teams and improving time-to-staff for priority work.

Utilization, Productivity, and Metrics
• Monitor and manage key productivity measures such as utilization/billability, bench time, staffing lead time, assignment duration, and time-to-fill; produce routine summaries for leadership.
• Track resource conflicts, over-allocations, and under-utilization; recommend workload balancing solutions and facilitate adjustments.
• Maintain accurate staffing and capacity data in scheduling tools and systems; ensure assignment updates are timely and reflect current engagement realities.

Development & Performance Enablement (Non-Recruiting Focus)
• Coordinate with leaders to align staffing assignments with practitioner development goals (experience progression, exposure to specialties, skill-building opportunities).
• Monitor professional development activity indicators such as evaluations, career development plans, and readiness for upcoming roles; flag gaps and recommend development actions (e.g., training, shadowing, stretch assignments).
• Participate in engagement performance reviews and staffing retrospectives to improve future deployment decisions and resource planning.

Stakeholder Partnership & Communication
• Build strong working relationships with engagement leaders, people leaders, and talent partners; provide consultative guidance on staffing tradeoffs and resource options.
• Communicate staffing decisions and changes clearly, with empathy and transparency, balancing business needs with sustainable workloads.
• Escalate significant risks (e.g., persistent skill shortages, repeated overutilization, delivery risk due to staffing gaps) with recommended options and data-driven rationale.

Requirements:
• 5 years of relevant experience required.
• Experience in business operations, project management or related field preferred.

Education
• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Degree in Business Management, Project Management, or related field preferred

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

About CliftonLarsonAllen

CliftonLarsonAllen (CLA) is a professional services firm that provides audit, tax, and advisory services to clients in a variety of industries. The firm was formed in 2012 through the merger of Clifton Gunderson and LarsonAllen, and has since grown to become one of the largest accounting firms in the United States. CLA has over 6,000 employees and serves clients in all 50 states. The firm is committed to providing exceptional service to its clients and helping them achieve their goals.
Learn more about CliftonLarsonAllen
Size
6,000 employees
Industry
Founded
1960

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