Resource & Workflow Manager

Business address: 1055 Eglinton Ave W, York, ON M6C 2C9

Location of work: York, Ontario

Language of work: English

Employment Type: Full-Time (35 hours per week) permanent, In-office

Salary: $66,000 CAD annually

Benefits

• Health benefits
• Dental plan
• Health care plan
• Paramedical services coverage
• Vision care benefits
• Paid time off (volunteering or personal days)
• Team building opportunities
• Other benefits

About the Role

We are seeking a highly organized, digitally proficient Resource & Workflow Manager with exceptional people skills to join our dynamic team in a fast-paced public accounting environment. This role is critical to ensuring the efficient allocation of staff resources across a variety of assurance and tax engagements, while driving system accuracy and continuous process improvement.

Key Responsibilities

• Staff Planning & Scheduling:
  Manage and coordinate workloads for over 70 team members, including CPAs, CPA students, co-op students, and accounting technicians. Align resource planning with engagement deadlines, staff availability, and individual skill sets.
• Engagement Allocation:
  Assign work across audit, review, compilation, and tax-only engagements based on staff expertise and engagement complexity. Maintain a deep understanding of public accounting workflows.
• Capacity Forecasting:
  Utilize tools such as Caseware, Taxprep, iFirm, and Power BI to forecast staff bandwidth 6–12 months in advance and proactively identify resourcing gaps or overallocations.
• System Management:
  Ensure accurate and time entry, job tracking, and engagement setup in iFirm. Maintain data integrity to support effective decision-making and operational reporting.
• Reporting & Analysis:
  Prepare regular and ad hoc reports for partners and senior leadership, providing insights into team utilization, job progress, and workflow efficiency.
• Training & Support:
  Train new and existing staff on workflow tools, job tracking systems, and process updates. Serve as a point of contact for troubleshooting and user support.
• Process Improvement:
  Continuously evaluate and enhance workflow processes and standard operating procedures (SOPs). Document best practices and implement process enhancements.
• Confidentiality & Discretion:
  Handle sensitive staff performance and resourcing data with strict confidentiality and professionalism.

Qualifications

• Bachelor’s degree combined with 3-5 years of relevant experience in fast-paced environment, ideally in operations, administration, or a similar field.
• Minimum of 3 years of experience in resource coordination, operations, or workflow at a managerial level (preferably within a mid-sized public accounting firm)
• Strong working knowledge of iFirm, Caseware, and Taxprep; advanced Excel and Power BI skills preferred
• Excellent interpersonal skills and ability to communicate effectively across all levels of the organization
• Exceptional organizational, analytical, and communication skills
• Proven ability to manage multiple priorities and meet tight deadlines
• High attention to detail and data accuracy
• Experience training staff and documenting workflows is an asset

Why Join Us?

• Collaborative and inclusive firm culture
• Opportunities for professional development
• Competitive compensation and benefits package
• Summer BBQs and half day Summer Fridays

Contact Details

Elina Hernandez Batista

Email: elinab@fkllp.ca