Contributed to the overall efficiency and effectiveness of the tax preparation process through proactively creating systems, processes and collaborating with team members.

• Implemented and refined a comprehensive checklist and process to streamline tax information preparation, resulting in a notable 15% increase in accuracy compared to the previous year.

• Execuated workload effectively to meet deadlines during peak tax season and complete over 2,000 tax returns.

Worked with client and firm team members on time-sensitive projects to structure work plans and manage collective efforts through project completion.

• Led with client and firm team members on time-sensitive projects to structure work plans and manage collective efforts through project completion.

• Directed stakeholder engagement for an IT Help Desk improvement project supporting 75 office locations.

• Collected and analyzed ServiceNow ticket data from across the entire organization to present strategic recommendations to C-Suite executives, leading to a 10% increase in resolution efficiency.

Directed special projects for the Enterprise Procurement leadership team at Comcast.

• Led a $700K enterprise procurement project, engaging with leadership of the business units, legal, facilities, IT, security, and external vendors to ensure project alignment and stakeholder satisfaction.

• Defined project scope, developed Salesforce Cloud-based solution, implemented Smartsheet automation tools, and designed governance framework for in-office eligibility of approximately 8,500 contractors across the United States.

• Led the training and adoption of the Salesforce contractor data verification tool, driving adoption across supplier and hiring manager teams. This initiative exceeded the participation goal by 15%, resulting in the successful execution of the enterprise-wide "return to office" plan with 99.99% eligibility compliance.

• Presented weekly data analysis, visualizations, and program risks to Comcast’s Enterprise Procurement leadership, communicating progress and providing recommendations for supplier contract renewals. Recommendations resulted in a 70% decrease in agreements that were outside the scope of enterprise leadership’s goals.

• For a national practice, led as Client Engagement Director for a portfolio of 25 publicly traded partnership clients for wide range of industries, including oil & gas and energy PTPs, real estate, financial services and four of the top 10 private equity firms in the United States.

• Responsible for meeting & exceeding client portfolio revenue goals as portfolio revenues increased from $6M to $15M. Led cross-functional teams to drive the successful delivery of professional services and training engagements, ensuring customer satisfaction and exceeding expectations on project goals, which resulted in 96%+ customer retention and renewal rates.

• Led the end-to-end client lifecycle, including onboarding, implementation, and growth strategies, achieving a 90% client satisfaction rate and exceeding annual revenue targets by 20%.

• Developed comprehensive statements of work (SOWs), including scope, timelines, and cost estimates, reducing scope creep by 25% and ensuring clear expectations were set for both customers and internal teams.

• Consulted with C-suite executives and stakeholders to identify key customer needs and map services offerings to their business objectives, leading to a 40% increase in customer engagement for our cloud public portal service.

• Using Agile methodology, served in Product Owner role for several software implementation projects.  Led project to implement new functionality for online tax schedules & their integration with third-party vendors resulting in 30 hours saved per client team.

• Hired, trained, and developed team members resulting in 12 promotions across manager, and director levels, building a culture of high performance and accountability.