The Resource Planning & Internal Projects Officer role offers a unique opportunity to gain deep visibility into how the firm operates while helping shape and improve the operational systems that support our work. Sitting at the intersection of staffing, systems, and operational strategy, and reporting to the Chief of Staff, the role provides an excellent platform for someone interested in strengthening how organizations plan, allocate talent, and execute their work at scale.
Key Responsibilities
Resource Planning & Staffing
Staffing Decisions: Lead staffing decisions across client engagements, business development, and internal initiatives, balancing team availability, interests, and project needs.
Utilization Monitoring: Monitor team utilization, capacity, and project pipeline to ensure effective deployment across the firm.
Request Management: Manage staffing requests, identify and resolve gaps, and oversee the collection of staffing preferences.
Analytical Reporting: Produce analysis and provide leadership visibility into utilization, capacity, and project pipeline.
Budget Oversight: Monitor project budgets, timelines, and resource allocation to ensure alignment with staffing plans.
Stakeholder Collaboration: Collaborate with People, Finance, and consulting leadership to align staffing with project timelines, organizational priorities, recruitment planning, and performance management work.
Operational Systems, Data, & Improvement Projects
Systems Ownership: Own and improve the systems and dashboards supporting staffing, project tracking, and pipeline management.
Process Improvement: Identify operational bottlenecks and design improvements to workflows, data quality, and reporting.
Initiative Leadership: Lead and support operational/process improvement initiatives to strengthen staffing, systems, and consulting team delivery.
Tech Integration: Partner with the Systems team to design, implement, and scale enhancements to tools and systems.
Internal Operations: Act as an internal operator to scope, test, and roll out tech improvements across the firm’s operational infrastructure.
Documentation: Document and maintain updates to operational processes and procedures.
Requirements and Qualifications
Bachelor’s degree, preferably in business, finance, operations, engineering, economics, or related field.
3–6 years of relevant work experience in operations, consulting, project management, or systems/process improvement roles.
Strong analytical skills and comfort working with operational data and reporting.
Understanding of AI tools and how to leverage them to improve work efficiency.
Strong familiarity with operational systems, processes, and technology that helps businesses to scale.
Exceptional organizational skills and attention to detail.
Excellent written and verbal communication skills; ability to speak clearly, confidently and persuasively, and liaise with multiple stakeholders simultaneously.
Self-driven with the ability to work under minimal supervision.
Experience working with datasets and generating analytical insights.
Strong planning, time management, and prioritization skills.
How to Apply
Interested and qualified candidates should apply online through the Open Capital Advisors recruitment portal.
