Senior Associate Resume Example Pwc

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

Resume Overview

Companies Worked For:

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

Senior Associate Resume Example

Resume Score: 80%

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