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.

• Collected and summarized feedback from stakeholders to develop a strategy to enhance the client’s enterprise IT Help Desk supporting over 2,000 employees, across 75 office locations in the U.S. Presented recommendations to C-Suite leadership, IT Support, & third-party vendor stakeholders, based on service ticket data analysis.

• Utilized internal resources to identify opportunities for improvement and developed a project plan that resulted in a 10% increase in resolution efficiency.

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

• Engaged with the business unit, legal, facility, vendor & security stakeholders for Comcast leadership across over 100 U.S. locations.  Responsible for project alignment, establishing timelines, negotiating resources, selling project plan and managing stakeholder expectations for global initiative.

• Defined project scope, created requirements for development Salesforce & Smartsheet technology solutions, created supplier & internal communication plans, driving process adoption, created best practices and assessed risk for the complex project to track 8,500 contractors returning to over 100 U.S. locations.  Implemented plans for multiple workflows & the project was completed on schedule and with 100% eligibility compliance.

• Presented recommendations to Enterprise Procurement leadership weekly, backed by data analysis, project risk analysis and project governance.

For a national practice with PwC, served as Client Director responsible for a book of 20-25 publicly traded partnership clients. Directed a cross-functional team that proactively addressed client issues, sold technology solutions, service implementation, and client retention. 

• Traveled to client locations to present annual planning, upsell SaaS offerings. and multi-year contract negotiations with client C-Suite decision makers.  Responsible for meeting client revenue goals with a portfolio that grew from $5M to $14M in annual revenue. Researched industry trends, market intelligence, and client activity to anticipate renewals, possible service offering “add-ons” and be a knowledgeable resource for existing customers.

• Served as point of contact for day-to-day client users & C-Suite client leadership.  Actively networked with client leadership to identify additional service opportunities, while meeting tight production & compliance deadlines for over 20 concurrent client projects.

• Initiated data visualization tools to leverage existing data and generate additional revenue through scalable operations with quick turnaround. Led team to enhance governance routines and controls to meet data metrics across the entire practice, with over 125 engagements and 13 million print deliverables.  Each project team realized a reduction of 25 hours in review time.

• Built long-lasting client relationships in a wide range of industries, including private equity, real estate, financial services, and oil & gas and energy PTP.  Responsible for providing our practice’s services to four of the top 10 private equity firms in the United States.

• Mentored 8 associate staff members that advanced to Manager and Director level positions.

Client Manager for PwC national partership practice.

• Controlled client accounts, including onboarding, implementation, relationship management, growth strategies, and engagement.  Responsible for meeting & exceeding client portfolio revenue goals and tracking CRM client data.

• Created & reviewed process control system to be utilized by the entire project team and across 80-100 client projects.

• Using the Agile methodologies, served as a Product Owner for SaaS enhancement that streamlined process and shortened time to create client deliverable template by 30%.projects.

• Product Owner for SaaS enhancement that streamlined process and shortened time create client deliverable template by 30%.