Experience

Spielman Koenigsberg & Parker, LLP

• United States
• Accounting
• 1 - 100 Employee

• Director Of Operations

  • Aug 2019 - Present



Shanholt Glassman Klein Kramer & Co. CPA

• United States
• Accounting
• 1 - 100 Employee

• Director Of Administration

  • Nov 2018 - Aug 2019

  As the Director of Administration I was responsible for the day-to-day operations of the firm. • Operations – Manage and oversee all daily operations of the firm • Human Resources – Full of cycle of human resources • Benefits – Manage and administer all benefits plan, including medical, dental, 401(k), including track and approve all PTO requests • Performance Evaluations – Manage and administer firm-wide performance evaluation program for employees • Policy Development… Show more As the Director of Administration I was responsible for the day-to-day operations of the firm. • Operations – Manage and oversee all daily operations of the firm • Human Resources – Full of cycle of human resources • Benefits – Manage and administer all benefits plan, including medical, dental, 401(k), including track and approve all PTO requests • Performance Evaluations – Manage and administer firm-wide performance evaluation program for employees • Policy Development, Administration and Employee Relations – Design and implement business strategies, plans and procedures • Oversight of administration and finance department • Workflow and scheduling of both administrative and professional staff • Work alongside our IT Director to maintain the most current technology and training for the staff • Manage all firm events and activities • Maintain all vendor relationships • Acts as the key communicator between firm leadership and staff Show less As the Director of Administration I was responsible for the day-to-day operations of the firm. • Operations – Manage and oversee all daily operations of the firm • Human Resources – Full of cycle of human resources • Benefits – Manage and administer all benefits plan, including medical, dental, 401(k), including track and approve all PTO requests • Performance Evaluations – Manage and administer firm-wide performance evaluation program for employees • Policy Development… Show more As the Director of Administration I was responsible for the day-to-day operations of the firm. • Operations – Manage and oversee all daily operations of the firm • Human Resources – Full of cycle of human resources • Benefits – Manage and administer all benefits plan, including medical, dental, 401(k), including track and approve all PTO requests • Performance Evaluations – Manage and administer firm-wide performance evaluation program for employees • Policy Development, Administration and Employee Relations – Design and implement business strategies, plans and procedures • Oversight of administration and finance department • Workflow and scheduling of both administrative and professional staff • Work alongside our IT Director to maintain the most current technology and training for the staff • Manage all firm events and activities • Maintain all vendor relationships • Acts as the key communicator between firm leadership and staff Show less



Wiss

• United States
• Accounting
• 300 - 400 Employee

• Associate Director of Firm Projects (Operations Team) & NYC Operations Manager

  • Mar 2009 - Nov 2018

  I delivered daily operational leadership to this foremost CPA firm’s NYC office in addition to the NJ headquarters-based tax department and administrative support team. I reported directly to the NYC-based Partners and collaborate with the COO, Directors of Finance, HR, Marketing, and IT, as well as NJ-based Partners. I delivered daily operational leadership to this foremost CPA firm’s NYC office in addition to the NJ headquarters-based tax department and administrative support team. I reported directly to the NYC-based Partners and collaborate with the COO, Directors of Finance, HR, Marketing, and IT, as well as NJ-based Partners.



Freeman & Davis, LLP

• Office & Firm Operations Manager

  • Feb 1996 - Mar 2009

  I directed and coordinated the firm’s daily office operations, supporting a team of 25 employees including seven Partners. I served as a critical contributor to the firm’s core functions including administrative and professional staff oversight, human resources, client services, billing, accounts payable, and finance.

• Executive Administrative Assistant

  • 1993 - 1996

• Administrative Assistant

  • 1991 - 1993