Bio
Experience
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Special Projects Manager
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Mar 2019 - Present
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Senior Financial Analyst
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Jan 2015 - Present
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Portfolio Senior Associate Finance Operations
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May 2013 - Dec 2014
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Project Team Specialist - Operations/Finance
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Oct 2006 - Apr 2013
Responsible for operational management of Risk Assurance (IT Audit & Internal Audit) team. Manage bi-weekly meeting regarding staff utilization, budget to actual analysis, and business development pipeline reporting.Participated in the national realignment of our firm’s Portfolio Management team (including updated national job descriptions). Contribute in staff performance reviews and the overall firm talent management process; including offering feedback for overall staff performance ratings and financial award contributions. Oversee Manpower and Hours projections used in the budgeting and forecast process.Act as a business partner to our Risk Assurance Human Resource/Recruiting Leadership team on a variety of human capital focus areas.Compile data for Partner Revenue Database; discuss overall Audit and Non-Audit budget with leadership to ensure budget is manageable. Analyze Team Dashboards, which include: turnover, vacation, overtime, utilization, hours and work- life balance issues and requires monthly executive summaries relative to suggestions and recommendations for outliers.Lead the engagement staffing function, which requires my analysis of staff based on experience, skill set, ERP knowledge/level, ensuring our clients have the appropriate staff provided to them and suggest alternatives when conflicts arise. Coordinate staff and Manager/Director schedules, timelines, and team learning and development sessions.Join in Risk Assurance Portfolio Management monthly meetings and discuss practice updates, best practices, leadership feedback and/or questions. Participate in Learning and Development calls with HR to ensure targeted staff complete necessary courses to build the practice and meet client expectations.Prepare and lead the annual strategic deployment process, succession planning and business development strategy. Participate in meetings with Regional/National Portfolio Managers.
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Education
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Oakland University
Suggested Services
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Industry Focus. “Management Consulting”
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