Schellman is a Top 50 CPA firm and a leading provider of attestation and compliance services. Our professional services focus on security and privacy audits, assessments, and certifications. Schellman has become one of the largest cybersecurity assessment firms in the United States without providing any traditional accounting services. We are an accredited multi-framework ISO Certification Body for security, privacy, business continuity, and quality; a globally licensed PCI Qualified Security Assessor and a top provider to clients serving the federal DoD space as a leading FedRAMP 3PAO and the first assessment firm authorized as a CMMC C3PAO. Our specialty and expertise remain in providing best in class Cybersecurity and IT Audits and Attestations. Our culture, approach with clients, and dedication to our values has led us to consistently be a Great Places to Work certified company and rated as a Best Firms to Work For by Accounting Today and a Glassdoor Best Places to Work. We deeply appreciate our employees, as shown by our first core value – People Come First. This is demonstrated in our culture, benefits, and how we handle business. Come see what makes Schellman special!
JOB SUMMARY
The Scheduler plays a critical role in ensuring the smooth and efficient allocation of resources across client engagements. This role is responsible for coordinating schedules, assigning staff to projects, conducting data analysis and updates related to resource management and utilization reports and metrics, and optimizing workload distribution to meet business demands.
Working closely with service delivery leaders, project managers, and the resource manager, the Scheduler will anticipate staffing conflicts, monitor deadlines, and proactively adjust assignments to align with project needs. This role is vital in maximizing resource utilization, maintaining operational efficiency, and enhancing the client experience by ensuring engagements are well-staffed and appropriately scheduled. The Scheduler reports to the Resource Manager.
Essential Functions:
Engagement Scheduling & Coordination:
Support and perform scheduling activities of audit teams for client engagements.
Coordinate staff assignments based on expertise, skill sets, experience levels, certifications, availability, and project requirements.
Monitor project timelines and adjust schedules as needed to meet deadlines.
Work with engagement managers to balance workloads and ensure optimal team utilization.
Resource Planning & Allocation:
Identify potential resource gaps and proactively adjust schedules or recommend additional staffing.
Provide visibility into resource capacity and anticipated scheduling conflicts.
Work with leadership to optimize resource allocation strategies based on historical trends and business forecast.
Client & Team Communication:
Act as the central point of contact for scheduling inquiries and adjustments.
Communicate scheduling changes effectively to audit teams, service delivery managers, and project leads.
Collaborate with team members to ensure smooth scheduling processes and minimal disruptions.
Process Optimization & Data Management:
Maintain accurate scheduling data in internal systems (e.g., CRM, project management tools, scheduling system).
Monitor and track key scheduling metrics such as utilization rates, engagement coverage, and scheduling efficiency.
Recommend and implement improvements to scheduling workflows to enhance efficiency.
Knowledge, Skills, and Abilities:
Strong organizational and project management skills to manage multiple schedules, anticipate resource needs, and adjust plans effectively.
Ability to establish trust and maintain strong working relationships with project managers, team members, and stakeholders though clear communication and collaboration.
Excellent communication skills to coordinate across teams and communicate scheduling updates clearly and efficiently.
Analytical ability to balance priorities, resolve conflicts, and adjust schedules by understanding workload distribution, assessing resource availability and anticipating scheduling conflicts.
Proficiency in scheduling and project management software and ability to learn new systems and tools.
Ability to work in a fast-paced, deadline-driven environment with shifting priorities.
High attention to detail to maintain scheduling accuracy and data integrity.
Strong problem-solving skills to proactively address resource gaps and conflicts and develop solutions to mitigate scheduling conflicts while maintaining operational efficiency.
Adaptability to unexpected client needs, staffing changes, or project delays.
Education, Work Experience, and Certifications
Bachelor’s degree in Business Administration, Operations, or a related field (preferred).
1-3 years of experience in scheduling, workforce planning, or resource management within professional services or Big 4 accounting firms.
Prior experience with audit engagement scheduling or project-based resource management is highly desirable.
Experience with enterprise resource planning (ERP) and scheduling tools preferred.
Schellman is an equal opportunity employer (EOE) and strongly supports diversity in the workplace; therefore, providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. Schellman uses E-Verify in our hiring process.
At Schellman, we strive to provide a flexible and balanced environment and therefore offer the opportunity to work remotely, unless otherwise stated in the job requirements. Connecting, collaborating and continuous education are also highly valued and therefore we require some travel annually for our Internal Service Delivery roles, which can include in-person training, team meet-ups, and strategy meetings. Service Delivery team members will also be required to travel based on business and client needs.
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