Remote Resource Planner | AI-Driven Scheduling & Capacity

Brown Edwards & Company; Virginia; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA and HSA options

401K Profit Sharing

Flexible PTO

Dress for Your Day

Job summary

Brown Edwards & Company is seeking a Senior Resource Specialist to join our team remotely, hybrid, or in-person at one of our 13 offices. The role concentrates on scheduling, capacity planning, and data-driven insights to support multiple service lines.

You will manage complex staff schedules, monitor utilization, resolve conflicts, and partner with leaders to optimize workflows. Strong Excel skills, attention to detail, and communication across levels are essential.

Qualifications

• 5+ years of resource coordination, scheduling, or workflow planning experience in a public accounting firm.
• Intermediate to advanced Microsoft Office skills; strong Excel preferred.
• Strong communication skills with the ability to work effectively across service lines and leadership levels.
• Experience with scheduling software strongly preferred.

Responsibilities

• Creates and updates staff schedules within the Firm’s scheduling software with increased independence and reduced oversight.
• Reviews schedules proactively for conflicts, open time, staffing gaps, and follow-up needs, and recommends solutions to the Resource Manager.
• Monitors workflow across service lines and reallocates or recommends adjustments to maintain balanced workloads and timelines.
• Finalizes new hire setups, onboarding time, and skillset accuracy in the scheduling software.
• Updates staff availability to reflect percentage agreements, part-time schedules, CPE/PTO requests, and other capacity changes.
• Reallocates assignments after departures or leaves of absence to maintain workflow continuity.
• Matches client work to staff based on experience, technical skills, workload, and development opportunities.
• Analyzes scheduling data, identifies trends, and partners with the Resource Manager to resolve more complex staffing challenges.
• Serves as a primary point of contact for staff and leaders regarding scheduling issues and assignment questions.
• Participates in capacity planning and assists with reconciliations between scheduled and budgeted time.
• Runs scheduling and utilization reports for the Resource Manager or service line leaders, ensuring accuracy and timeliness.
• Partners with leaders on service line and line-of-business calls to provide meaningful insights related to scheduling, capacity, utilization, and workflow needs.
• Leverages AI-enabled tools, including Microsoft Copilot, to automate data preparation and recurring reports and improve efficiency and accuracy.
• Supports service line administrative tasks as assigned and may assist in guiding newer coordinators.

Skills

Resource coordination

Scheduling

AI tools

Microsoft Excel

Communication skills

Data analysis

Education

Bachelor's degree

Tools

Scheduling software

Job description

Brown Edwards & Company is seeking a Senior Resource Specialist to join our team remotely, hybrid, or in-person at one of our 13 offices. The role concentrates on scheduling, capacity planning, and data-driven insights to support multiple service lines.

You will manage complex staff schedules, monitor utilization, resolve conflicts, and partner with leaders to optimize workflows. Strong Excel skills, attention to detail, and communication across levels are essential.