• Provide administrative and clerical support for two Partners, one Director and over 40 staff members in fast-paced accounting firm.• Responsible for initiating client opportunities, and tracking leads in CXP.• Manage engagement letter process for 300+ clients in a timely manner: review contracts for accuracy; obtain partners’ signature; send to client via DocuSign; track receipt of executed letters; and electronically file executed letters in GoFile Room software.• Maintain… Show more • Provide administrative and clerical support for two Partners, one Director and over 40 staff members in fast-paced accounting firm.• Responsible for initiating client opportunities, and tracking leads in CXP.• Manage engagement letter process for 300+ clients in a timely manner: review contracts for accuracy; obtain partners’ signature; send to client via DocuSign; track receipt of executed letters; and electronically file executed letters in GoFile Room software.• Maintain detailed record keeping of filed tax return and extension forms.• Mentor four executive assistants: facilitate onboard training to ensure mentees are proficient in core competencies.• Maximize employee welfare budget: place $800 snack-cube orders monthly; arrange $1,250 lunch catering orders weekly, and coordinate semi-annual staff events within $30k budget.• Coordinate philanthropic projects: plan back-to-school drive each September to deliver 70+ school supply-filled backpacks to residents of the firm’s low-income housing industry clients; raise 40+ toiletry-filled purses during the holidays on behalf of non-profit client in support of teen girls in foster care. Show less

• Produced client financial statements, proposals and engagement letters for auditors during peak tax season in the 12th largest accounting firm in the U.S.• Applied a variety of complex policies and procedures with minimal guidance.• Secured quality control of assigned work: prioritized work to balance multiple projects and tight deadlines; and effectively communicated challenges with meeting deadlines to supervisors and engagement teams.• Created direct mail merge files for new… Show more • Produced client financial statements, proposals and engagement letters for auditors during peak tax season in the 12th largest accounting firm in the U.S.• Applied a variety of complex policies and procedures with minimal guidance.• Secured quality control of assigned work: prioritized work to balance multiple projects and tight deadlines; and effectively communicated challenges with meeting deadlines to supervisors and engagement teams.• Created direct mail merge files for new word processing forms/templates based on the Audit Department’s needs and/or clients’ requests. Show less

• Aided Store Manager in operations: redeveloped weekly work schedules to boost productivity; maintained $500 monthly budget for store supplies; developed and implemented work plan for annual physical inventory audits; collaborated with Store Manager on Sales Associates annual performance evaluations; and assessed payroll reports to deliver recommendations for improvement.• Hired Sales Associates: reviewed applications; conducted individual interviews; and initiated group interviews during… Show more • Aided Store Manager in operations: redeveloped weekly work schedules to boost productivity; maintained $500 monthly budget for store supplies; developed and implemented work plan for annual physical inventory audits; collaborated with Store Manager on Sales Associates annual performance evaluations; and assessed payroll reports to deliver recommendations for improvement.• Hired Sales Associates: reviewed applications; conducted individual interviews; and initiated group interviews during peak selling seasons.• Strategized store merchandising projects: delegated store maintenance tasks; executed sales events; and lead monthly merchandising transitions.• Developed three Sales Associates into Sales Leaders. • Addressed and resolved customer concerns through applied knowledge of company policies. Show less

• Facilitated stockroom operations: reorganized stock room for space optimization; monitored deliveries to ensure accuracy of inventory and billing; undertook 30 feet of inventory deliveries weekly; and supervised stockroom associates.• Acted as shift manager: balanced cash in safe and registers; prepared and dropped bank deposits; enhanced Associate’s sales excellence through ongoing coaching; and achieved daily sales target goals.

• Actively maintained solid product knowledge to promote customer sale initiatives.• Influenced shoppers to open lines of store credit.• Problem solved in person and via telephone and maintained a positive and friendly atmosphere throughout interactions.