Evelyn White

Evelyn White Email and Phone Number

Executive Assistant @ Edward Jones
st. louis, missouri, united states
Evelyn White's Location
Dallas, Texas, United States, United States
Evelyn White's Contact Details

Evelyn White personal email

n/a
About Evelyn White

Highly experienced in the professional services industry. Self-motivated individual, who enjoys working in fast-paced environments and enjoys motivating others through individual and collective work. Collaborative communicator focused on building relationships, comprehensive business approaches and enhanced productivity. Possess Proficiency: Microsoft Word, Excel, PowerPoint, Outlook, Microsoft Dynamics CRM. Chrome River, Concur, Stafftrak and SharePoint.

Evelyn White's Current Company Details
Edward Jones

Edward Jones

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Executive Assistant
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Evelyn White Work Experience Details
  • Edward Jones
    Branch Office Administrator
    Edward Jones Sep 2023 - Present
    Pilot Point, Texas, United States
  • Grant Thornton Llp (Us)
    Resources Manager
    Grant Thornton Llp (Us) Apr 2022 - Apr 2023
    Dallas, Texas, United States
    Tax– Carolinas and New England (150 resources)• Managed resource deployment, forecasting, and reporting.• Built relationships with leadership and project team members. • Matched staff skills to project needs.• Optimized resource utilization.• Worked on teams for process improvement and tools initiatives.• Orchestrated onboarding training and integrating new hires and interns into project teams.
  • Grant Thornton Llp
    Executive Assistant
    Grant Thornton Llp May 2015 - Apr 2022
    Dallas/Fort Worth Area
    Advisory – Diligence, M&A, Valuation & Modeling and RiskSupporting National Risk Partner, National Valuation & Modeling Principal, and six other Partners• Managed calendars, processed and reconciled expenses and travel.• Coordinated communications, tracked and followed up on requests, and identified important ones requiring immediate attention.• Created and managed sales opportunities and reporting• Processed Relationship Checks to ensure no service conflicts.• Provided ad hoc reporting, research, and analysis from various firm tools, which assisted Partners in managing their business and showing their actual impact on the firm.• Onboard and trained new hires.• Assisted in the design and managed sales campaigns/contests, which drove higher utilization of the tool and gave leadership better insight and improved financial forecasting for the National Transaction Services practice.• Led sales tool training and twice-monthly office hours for Executive Assistants.• Created training materials and trained resources for the newly developed Client Service Operations center.• Organized and supported quarterly client networking and internal and external events.• Advised development team on creating a tool for client/firm project acceptance, streamlining the process, and reducing non-billable time. Designed training “How to Engage.” Tester, trainer, and troubleshooter.
  • Ibm
    Sector Operations Manager
    Ibm Jan 2013 - Feb 2015
    Dallas/Fort Worth Area
    Financial Services Sector, Application Management Services (AMS)Portfolio of 50 Accounts, 400m in Revenue per year.• Advised Vice President and Industry Leaders on practice issues and responded to ad hoc requests by IBM management.• Provided financial analysis, reporting, forecasting, and fiscal year planning. • Drove Utilization and forecasting. Delivered on subcontractor requests and forecasting. • Managed internal programs to improve Revenue/GP/Utilization/Staffing. • Point of contact for AMS operations inquiries. • Trained/Supervised India Assistant Sector Operations Manager.• Implemented IBM processes/procedures and became Subject Matter Expert (SME).• Forecast AMS organization headcount.
  • Ibm
    Blue Harmony, Business Advisory
    Ibm Jan 2012 - Jan 2013
    Dallas/Fort Worth Area
    Point of contact for AMS North America. IBM SAP migration (Opportunity to Order, Order to Cash & Finance). • Led AMS team to identify GAPS/issues/concerns. • Documented issues, concerns, and business impacts • Provided recommendations/solutions for issues/concerns. • Participated in blueprinting, testing, and training.
  • Ibm
    Business Operations Manager
    Ibm Mar 2006 - Jan 2012
    Dallas/Fort Worth Area
    General Business Sector, Application Managed Services SectorPortfolio of 30 accounts, 300 million in Revenue per year.• Advised Director on practice issues.• Analyzed financials, reporting, forecasting, and fall and fiscal year planning. • Managed Sales Cadence process (monitoring the status of all deals, reporting/forecasting every week). • Calculated utilization and headcount forecasting.• Utilization SME for the AMS organization, educated staff on using the IBM applications and forecasting rules. • Assisted with developing a Data Management Tool (housing Revenue/GP forecasting and roadmap documentation).• Led financial processes, including Intercompany agreement creation/tracking/maintenance.• Trained other Financial Analysts/Business Analysts on financials, claims, Intercompany Agreements, and other processes to optimize recoveries and reduce costs.• Managed Utilization Process Improvement Task Force—Led team in identifying and implementing changes that streamlined, standardized and improved tasks associated with Utilization.• Trained ten India resources on AMS processes/procedures.
  • Ibm
    Financial Analyst, Strategic Oursourcing
    Ibm Sep 2002 - Mar 2006
    Dallas/Fort Worth Area
    • Responsible for financial planning and reporting in Strategic Outsourcing and Business Consulting Services organization. • Managed budgets associated with Business Transformation Outsourcing/Program Development Outsourcing• Provided financial advice, monitoring spending and enforced guidelines.• Reported finances, forecasting and fiscal year planning for the Tower.
  • Pwc
    Office Manager
    Pwc Jan 1999 - Mar 2002
    Dallas/Fort Worth Area
    • Managed budgets associated with our organization and project investments. • Financial and operations reporting, forecasting, and fiscal year planning. • Produced client billings and backup and followed up with clients on payments. • Audited Subcontractor invoices. • Design and implement processes and procedures. • Managed facilities and eight support personnel across three locations and 300 seats. • Assisted with the design and build-out of the facility.• Organized office and teambuilding events.• Provided customer support for clients who worked relocated to our facility.

Evelyn White Skills

Business Analysis Business Process Program Management Business Process Improvement Business Intelligence Process Improvement It Strategy Management Management Consulting Business Transformation Change Management Erp Integration Financial Analysis Consulting Financial Reporting Pmo Sap Operations Management Microsoft Excel Financial Forecasting Utilization Management Sap Erp Sales Operations Microsoft Power Point Microsoft Word Employee Training Sap R/3 Enterprise Resource Planning Project Management Office Sap Products Events Coordination Client Billing Administrative Assistance

Evelyn White Education Details

  • Executive Secretarial School - Dallas
    Executive Secretarial School - Dallas
    Associate'S Degree

Frequently Asked Questions about Evelyn White

What company does Evelyn White work for?

Evelyn White works for Edward Jones

What is Evelyn White's role at the current company?

Evelyn White's current role is Executive Assistant.

What is Evelyn White's email address?

Evelyn White's email address is ev****@****ibm.com

What schools did Evelyn White attend?

Evelyn White attended Executive Secretarial School - Dallas.

What skills is Evelyn White known for?

Evelyn White has skills like Business Analysis, Business Process, Program Management, Business Process Improvement, Business Intelligence, Process Improvement, It Strategy, Management, Management Consulting, Business Transformation, Change Management, Erp.

Who are Evelyn White's colleagues?

Evelyn White's colleagues are Sambasivarao Gopi, Anne Suttmann, Nancy Evans, Waneshia Elmore, Brink Deb, Alissa Mcanuff, Marquies Mosley.

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