Senior Resource Specialist

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

A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.

Core Values: Integrity : Community : Respect : Excellence : Transformative

We are seeking a Senior Resource Specialist to join our team remotely, hybrid, or in-person at one of our 13 offices!

The Senior Resource Specialist provides advanced scheduling support across multiple service lines to ensure efficient allocation of staff resources and timely completion of client work. This role independently manages complex scheduling situations, analyzes capacity data, troubleshoots conflicts, and serves as a primary contact for scheduling questions. The Senior Resource Specialist supports the Resource Senior Manager by assisting with forecasting, reporting, and workflow improvements and partners with leaders on service line and line-of-business calls to provide meaningful resource insights.

What your day looks like:

• 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.
• Other duties as assigned.
• Maintains Firm confidentiality.
• Follows Firm policies as outlined in the Employee Handbook.
• Develops an understanding of the Firm’s vision, plan, and strategies and their role in achieving them.
• Works sufficient hours needed to complete assigned responsibilities.

What you need for this role:

• High School Diploma or GED required; Bachelor’s degree preferred.
• 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 technology skills, including AI.
• Experience with scheduling software strongly preferred.
• Strong communication skills with the ability to work effectively across service lines and leadership levels.
• Ability to analyze data, identify issues, and recommend solutions.
• Strong attention to detail and ability to manage multiple deadlines.
• Ability to maintain confidentiality and exercise sound judgement.
• Travel may be required (less than 5%).

What you can expect from us:

• Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
• 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
• Competitive compensation and annual merit considerations.
• Annual and engagement-based performance assessments.
• Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
• Flexible working options with generous PTO.
• "Dress for Your Day" policy.
• Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
• Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
• Collaborative work groups or "niches" provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Pay Rate:

$60,000.00-$80,000.00

Actual compensation will be determined based on relevant experience, credentials, demonstrated skills, performance, and business need.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.