Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
Skills
Account management, Research
Approach, Risk management
Billing, Sales
Budgeting, Scheduling
Budgets, Strategic
Business development, Strategic planning
Business operations, Supervisor
Business Plan, Tax planning
Business strategies, Tax
Cash management, Technician
Central point of contact
Change management
Charts
Consulting
Content
Client
Equity
Financial
Financial management
Focus
Forecasting
Full life cycle
Functional
Innovation
Insurance
Leadership
Letters
Managing
Market
Marketing materials
Materials
Meetings
Enterprise
New business development
Organizational
Processes
Profit
Project management
Project plans
Reporting
Experience
Staff 1 - Manager, 12/2004 to 12/2014 Hhhunt – Newport News, VA,
Served as a project manager for International Tax.
Oversaw and managed economic and financial functions for multimillion-dollar engagements.
Coordinated risk management processes, such as engagement letters, client acceptance and continuance, independence, family tree, pre-approval and other regulatory requirements.
Managed project plans and communications.
Participated in strategic planning, expense forecasting, tax planning, and financial management strategies.
Managed full life cycle global restructuring and tax consulting projects with budgets up to $12M in revenue and global teams with up to 70 people in 30 countries.
Optimized the financial performance of business operations:.
Established budgeting system to improve cash management, expense tracking and monitoring potential “out of scope” issues that may arise.
Analyzed financial performance dashboards, research financial market data and prepare monthly financial commentary to evaluate quarterly performance against fiscal year goals.
Developed account strategies with Global Client Service Partners to increase yearly profit, to help mitigate risk and to strengthen client relationships throughout the private equity enterprise.
Planned events for new business development create client materials and facilitate international account planning and revenue meetings.
Reviewed financial reports, interpret data and identify trends that will assist in further targeting appropriate go-to-market activities that will generate pipeline growth for the service line.
Analyzed data and compare forecasted data to actual outcomes.
Updated and/or developed a dashboard to communicate the results of analyzing large volumes of data.
Demonstrated proven extensive knowledge of project management methodologies and frameworks which include the following areas:.
Implemented and analyzed the impact of major Tax engagements on the assigned engagement.
Connected and built relationships to analyze current engagement plans, engagement business models and relevant performance metrics.
Aligned necessary change management and learning support solutions across an organization through a broad understanding of innovation, people and business strategies.
Updated and reviewed results of management reports to inform engagement leaders of project statuses, as well as provide the necessary controls and timely completion for client service projects.
Created awareness, understanding and support for new business approaches and process improvements.
Understand the business model, operating process and service offerings of assigned practices, considering the impact on communications and the overall role.
Proactively identified project risks and opportunities for improving processes.
Coordinated and managed multi-location engagements (both international and domestic).
Assisted in developing engagement letters/work plans/step plans and organizational charts.
Facilitated project communication.
Lead special projects.
Acted as a central point of contact for assigned engagements (both internal and external).
Coordinated multiple complex projects and initiatives at one time.
Managed extensive internal and external approvals process.
Collaborated as part of a cross-functional team to manage projects.
Overall project management.
Designed project management approach to meet and exceed stakeholder’s expectations.
Developed best practices and recommended management approach by challenging plan vs.
Goals.
Built and monitored budgets against actual financial performance.
Identified project risks and created contingency plans.
Account Administrator, 12/2002 to 12/2004 Qvc, Inc. – King Of Prussia, PA,
Prepared information packages for prospective patients regarding physicians’ education, awards, and achievements.
Prepared and maintained daily actual payment reports.
Performed scheduling of appointments and billing activities for clinical departments.
Complied research information regarding patient insurance and demographics.
Registered and updated patient accounts utilizing internal billing and scheduling systems.
Coordinated and tracked collection of payments from patients.
Coordinated pre-certifications and referrals from insurance companies.
Specialized as a health information technician.
Assisted with billing questions and requests.
Communicated frequently with billing supervisor with respect to finances.
Assistant Director, to Ernst & Young LLP, EY – City, STATE,
Responsible for providing strategic and tactical deployment of go-to-market initiatives within the US East Region Tax Practice.
Working closely with Tax Managing Partner, Client Executive Leader, Sub-service line leaders and Tax Market Segment Leaders to determine the activities and actions needed to implement business development programs that grow pipeline and revenue.
Leading project management, execution and measurement of go-to-market programs and initiatives.
Managing, monitoring and reporting on the performance of$1.9B tax sales plan.
Maintains monthly and quarterly sales forecasts; manages pipeline.
Lead in the strategic planning process for the Tax practice in the identification of client activities required to achieve market leadership, including the annual Tax Business Plan and the Americas Tax Review.
Serve as project manager on go-to market activities and business development programs such as sales campaigns, growth platforms and other prioritized initiatives.
Assist Tax Leadership team in identifying business needs, determining focus accounts, developing actions and timelines and aligning resources in support of go-to market activities.
Market the EY Tax brand at both internal and external firm sponsored events, both domestic and international.
Directs and project manages both internal, external and virtual events.
Create content, best practices and various marketing materials relevant to the practice.
Advise on market strategies, account management and all Tax service line initiatives.
Manages global account activity and work closely with global accounts team to achieve the goals for global revenue, margin and sales/pipeline.
Provides frequent strategic communications guidance to US East Region tax practice, Revenue growth from $1billion to $1.5 billion during the period, ranked #1 among the regions.
Consistently ranked as top region for wins and pipeline.
Consistently ranked as top region for tax go to market campaigns and xSellerate metrics. Current.
Education and Training
M.B.A: Finance, Expected in 2013 Long Island University - , GPA: With Distinction
B.S: Marketing, Expected in 2003 Virginia Commonwealth University - , GPA:
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