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Senior Associate Resume Example

Resume Score: 80%

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SENIOR ASSOCIATE
Summary
  • Management skills with experience in administration, customer service, and training.
  • Dedicated to building highly motivated individuals aware of their roles within the organization.
  • Strong team leader and team player.
  • Detailed oriented with excellent organizational skills.
  • Systematic approach to problem solving.
  • Manage reports, tight deadlines, challenging roles, and assignments.
  • Ability to gain cooperation and effectively communicate at every level.
Skills
  • Academic, Quality
  • Administrative, Recruiting
  • ATM, Research
  • Budgets, Sales
  • Charts, Selling
  • CPA, Scheduling
  • Clients, Shared Service
  • Client, Supervision
  • Customer service, Tax
  • Customer service skills, Telephone
  • Database, Phone
  • Debit, Troubleshoot
  • Delivery, Website
  • Direction
  • Documentation
  • Filing
  • Financial
  • Forms
  • Funds
  • Drawing
  • Hiring
  • HR
  • Team building
  • Leadership
  • Notes
  • Lotus Notes
  • Managing
  • Marketing
  • Meetings
  • Access
  • Office
  • Payroll
  • Peak
  • Performance reviews
  • Personnel
  • Policies
  • Problem resolution
  • Process improvement
  • Processes
  • Publications
Experience
03/2019 - CurrentSenior AssociatePwC | Tampa, FL
  • Manages project planning
  • Designed and implemented the Demand processing standards
  • Assist with the PPM Service Now Pilot program
  • Manages PPM Champions of the HR Shared Service Center
08/2015 - 03/2019Administrative SupportPwC | Tampa, FL
  • Provide remote/virtual administrative concierge support to Partners and Managing Directors (MDs).
  • Manage calendars, schedule meetings and calls with internal and external clients.
  • Arrange travel and lodging.
  • Manage Partners and MDs time and expenses and reconcile AmEx expense accounts.
  • Review reports/data and interpret what information the Partners or MDs need to act on.
  • Manage CPE (e.g., monitor compliance, enroll in applicable courses, generate reports).
  • Assist with research on CPA requirements and license renewals.
  • Manage course compliance submissions for courses attended and taught.
  • Provide general services coordination (e.g., Document Production, Office Services, Records Management, USIT).
05/2012 - 08/2015Deployment Specialist/CoordinatorPwC | Tampa, FL
  • Created and led the process improvement team to improve processes for the Tampa Tax Delivery Center's assignment and allocation systems.
  • Assign and distribute work amongst SDC Supervisors and communicate assignment distributions to the Team Leads and Leadership teams.
  • Manage and report the Tampa Tax SDC Capacity and Forecast for accessing hiring needs.
  • Conduct weekly meetings with Tampa SDC Team Leads to ensure the quality of the Tampa Tax SDC Long Term Forecast and evaluate their staff's utilization.
  • Attend weekly management meetings and maintain ongoing communication with the Partner, Human Capital Manager, Tampa Tax SDC Leads, Operations, and Integration regarding capacity, forecast, planning, scheduling, and utilization.
  • Serve as Subject Matter Expert for Tampa Tax SDC Retain system (conduct training; provide appropriate Retain installations; troubleshoot; create reports; create wall charts; create new staff profiles; update staff profiles w/promotions, team changes, etc; create and update all resources).
  • Conduct New Hire trainings on Envoy, Retain, and Security Awareness.
  • Develop, generate, and share informative reports and analysis utilized by the Partner, Human Capital Manager, Tampa Tax SDC Leads, Operations and Integration to enhance resource planning and utilization.
  • Manage the Tampa Tax SDC Seating: analyze space availability and how to position each team on the floor, due to busy seasons and/or headcount adjustments; assist with phone/hoteling issues; and communicate any changes to Office Services.
  • Monitor and evaluate Envoy Reservations and Requests and assign to appropriate teams.
  • Assist with managing the Tampa SDC Business Continuity Plan.
  • Manage the Tampa SDC Tax MicroSite (Website for Tampa's Tax SDC).
  • Communicate all Envoy Maintenance Notifications to Tampa Tax SDC.
  • Communicate all GoSystems updates (including adding new hires and removing terminated staff).
  • Select and announce the Tampa Tax SDC weekly parking spot winner (selection based on random drawing of staff meeting weekly utilization requirements).
  • Monitor the Tax Delivery Center Database in Lotus Notes for all communications.
  • Administer DMS and RPM access to Tampa Tax SDC Leads.
10/2011 - 05/2012Tax Process SpecialistPwC | Tampa, FL
  • Provide tax processing services to clients by supporting engagement teams across the US.
  • Prepare and file tax returns and extensions for partnerships and corporations.
  • E-file tax returns and extensions.
  • Clearing diagnostics, submission of returns, clearing rejections, filing confirmations, engagement team notification.
  • Receive and organize client data.
  • Prepare data on relevant tax forms, review and transmit.
  • Collect, verify, identify outstanding information, and file and notify engagement teams when complete.
Education and Training
2015Bachelor of Metaphysical Science
University of Metaphysics | Sedona, AZ
2009Associate of Arts: Business Administration
American InterContinental University | Hoffman Estates, ILGPA: 3.87
2009Conceptual Selling - Course
Miller Heiman
2006Leadership Training For Managers
Dale Carnegie- Tampa, FL
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • PwC

School Attended

  • University of Metaphysics
  • American InterContinental University
  • Miller Heiman
  • Dale Carnegie- Tampa, FL

Job Titles Held:

  • Senior Associate
  • Administrative Support
  • Deployment Specialist/Coordinator
  • Tax Process Specialist

Degrees

  • 2015 Bachelor of Metaphysical Science
    2009 Associate of Arts : Business Administration
    2009 Conceptual Selling - Course
    2006 Leadership Training For Managers

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