Respected Program Manager (Professional) with early career experience as a practicing CPA and college campus recruiter in the demanding and fast paced environment of a Big 4 Public Accounting firm which provided a strong foundation and opportunity to hone analytical, organizational, and communication skills essential to subsequent success as the Program Manager responsible for the national expansion of a ground-breaking training division/program within the investment management industry, and most recently as a Principal of an affinity partnership consulting practice.
Successful at building strong professional relationships and excel in a fast-paced environment. Possess outstanding analytical, organizational, and communication skills contributing to the professional and efficient management of all aspects of each engagement. A multifaceted career with a Big 4 Public Accounting firm provided the opportunity to gain extensive experience in auditing, program management, and college recruitment.
as well as the involved senior leadership, cross-functional teams, clients and the projects in which they are all invested.
Client-centric Service Provider: unsurpassed commitment to quality and timely delivery to consistently meet client needs and exceed their expectations
Presenter: confident and respected public speaker frequently representing organizations at conferences, meetings and events for up to 250 people.
Program & Event Coordination: accolades for successfully managing client conferences, seminars and social events with budgets up to $30,000 for as many as 150 people.
Material/Media Development: Created [materials, curriculum] targeting [types of learners] to create an engaging educational experience.
Provide back office support: marketing material development, presentation writing, proposal creation, and client billing. Strategic Affinity provides management consulting/advisory services to companies in diverse industries and formulates strategies for partnership development, loyalty, rewards and affinity programs.
Responsible for all aspects of the client training division within the investment management practice consisting of client tailored training (custom learning solutions) as well as an annually published curriculum of up to 60 public seminars held in multiple locations across the country. Supervised PDP staff, identified course offerings, established annual curriculum, internally assigned and managed firm Partners and Manager as seminar facilitators, oversaw development of training and marketing materials, coordinated venues, marketed program, and managed revenues and expenses.
Demonstrated success building relationships with stakeholders such as thought leaders, marketing staff, client services personnel, and other stakeholders at all levels across the country and leverage those relationships to maximize program success.
Expanded Program geographically to the Midwest and West Coast, and increased program offerings in number and breadth of topic for both the industry and client tailored training.
Worked closely with the Recruiting Manager to hire approximately 40 full time hires and interns annually from college campuses across the country. Built relationships with Partners and client service staff to insure their participation in PwC's recruiting efforts. Managed the interview and follow-up procedures for qualified candidates: screened resumes, conducted interviews, managed the office visit for all candidates as well as related correspondence, worked with Partners and client service staff to gather feedback from the interview to aid in the decision making process. Coordinated numerous on-campus and in-office recruiting events.
Supervised audit associates and conducted the first level review of audit work as the audit team examined financial and accounting records, conducted inventories, obtained necessary confirmations, tested internal controls, interviewed client personnel, and observed processes and procedures to determine whether client financial statements are free of material misstatement.
Bachelor of Business Administration (BBA) with a concentration in Accounting
University of Michigan, Ross School of Business Ann Arbor, Michigan
Certified Public Accountant (CPA), Commonwealth of Massachusetts, 1990-1998
Member, University of Michigan Alumni Association
Member, Delta Delta Delta Alumni Chapter
Assistant Treasurer, Valley Forge Middle School Parent/Teacher Organization, 2011-2012
Board Member, The Saturday Cub of Wayne, 2004-2010
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