Successfully implemented a project management program for two audit engagement teams to drive standardization and efficiencies throughout the audit cycle. Collaborated closely with senior management on the long-term strategic plan for the audit engagement and developed solutions to correct project risks and issues, lower inefficiencies while meeting quality and timeline goals and objectives. By creating and maintaining detailed project plans, timelines and budgets, the engagement team achieved an increase in 10% phasing of audit work in advance of year-end, drove down team inefficiencies and achieved a balance workload for resources. Lead the design, development, and deployment of executive-level performance metrics, utilizing Power Bi and Tableau, to monitor the progress of the audit engagement team and to ensure timely delivery of deliverables by presenting data in a clear, concise manner easily understood by stakeholders at each level of the audit engagement team. Performed a trend and cost analysis to critically examine engagement economics which resulted in an 3% increase in profitability year over year through the balancing of the resource leverage model. Completed a year-end analysis of the audit execution to identify pain points and inefficiencies to drive the development of an improved strategy and timing for future audit period.

Project manager dedicated to two SEC clients within the Financial Services industry and provides seamless support to engagement team and partners. Responsible for all aspects of engagement economics by the creation and monitoring of budgets, updating of monthly projections, reporting, and collection of engagement fee data for 10-K proxy filings.Responsible for the development and monitoring of engagement team project plansManage input and quarterly review of client corporate structure, review projects for permissibility of services and ensure all independence requirements are met per independence policy.

Project Managment experienced associate

Arranges and coordinates travel schedules and reservations for engagement partners utilizing PwC Voyager Coordinates the scheduling of all engagement quarterly client meetings as required by audit proceduresAssists engagement managers in CPA license renewals in states required and maintains licensing documentationAssists Carolinas FS Market team with the coordination and execution of annual planning workshops, market team events and L&D training sessions. Responsible for the updating and management of the Central Entity System (CES) on a monthly/quarterly basis in accordance with SEC and AICPA independence standards for FS marketResponsible for the monthly reconciliation and issuance of independence confirmations to all domestic engagement team members per the US Independence PolicyPerforms quarterly reconciliation of client’s long-term debt roll forward to PwC’s independence system to ensure securities restriction status is current. Performs a monthly reconciliation of Authorization for Services/Team Workplace requests to assurance deliverables captured in CES to ensure engagement teams are compliant with Firm standards. Annual submission of Insurance certificates and quarterly reporting of Diversity Spend to client supply management websiteAssists with ad hoc engagement economic requests such as billing inquiries, engagement metric reporting, etc.

Arranged and coordinated travel schedules and reservations for engagement managers utilizing PwC Voyager Completed T&Es on behalf of engagement managers accurately and in a timely manner, in accordance with Firm policyAssisted engagement managers in CPA license renewals in states required and maintains licensing documentationResponsible for the scheduling of engagement managers quarterly client meetings Maintained list of PwC Former Employees working at ClientAssisted Carolinas Market team in engagement setup and maintenance, new engagement code creation, engagement database setup, and engagement economics.Coordinated the Engagement Profitability Tool analysis for all new and existing engagement workAssisted client Project Manager and engagement managers in monthly WIP reporting, billing, monthly revenue allocations for clients Assisted Carolinas FS Portfolio manager with budget card entry into Retain Updated Central Entity System Monthly and Quarterly according to SEC and AICPA Independence Requirements and issuance of independence confirmation for engagement team members.Year-end processing of DDA Cash confirmations for engagement teamsAssisted engagement managers in preparing of Budget to Actual reports for client engagementsAnnual submission of Insurance certificates and quarterly reporting of Diversity Spend to client supply management website

Arrange conference calls, coordinate meetings, prepare agendas, reserve and prepare facilities.Arranges and coordinates travel schedules and reservations for executive management, both domestic and international Responsible for coordination of company events, quarterly sales meetings and customer driven events such as web seminars and customer site visits Maintain and manage security and user group mapping, data access, account/contact/opportunity visibility, and administrationModify customization of Account, Contacts, Opportunities, and Campaigns objects in Salesforce.com to best fit business needs and requirementsBasic User Administration including password reset, new user setup and training, account owner changes, and Connect for Office Module Integration.Ability to acquire business requirements from senior management and implement into a fully functional application.Trains new end users on the application and trains existing users on new features.