Julie Giacobbe, Pafm Email & Phone Number

Dallas, TX, US

Dallas, Texas, United States

Atlanta, Georgia, United States

Dallas, TX

• Manage the daily operations of a firm that specializes in wealth advisory, taxes, outsourcing, and auditing.
• Oversee and support up to 200 employees throughout 2 offices; directly manage 10 employees, including STAR/Finance Coordinators, Operations Coordinators, and Service Processing Administrators.
• Act as a Project Manager and oversee workflows and special projects; provide MWA Merger and acquisition support regarding integration of systems, people, clients, and projects.
• Meet weekly with managers, partners, and employees to discuss special projects; oversee all special projects, office administration, building management, IT, Marketing, and implementations.
• Run weekly reports for the office to ensure financial goals are achieved, process AP, and approve invoices.
• Review and approve timesheet reports on a semi-monthly basis for 200 employees.

Plano, TX

• Managed the daily operations of an office with 60 employees; oversaw multiple departments, including Operations, Human Resources, Marketing, Sales, Billing, and IT.
• Directly supervised 7 employees, including Human Resources Manager, Client Development Manager, Assistant to the Operations Manager, Project Coordinator, Billing Manager, Billing Coordinator, and New Client Specialist.
• Met weekly with managers, partners, and employees to discuss special projects; oversaw all special projects for Plano, Fort Worth, IT, Marketing, and phone implementations.
• Met weekly with Human Resources to review staffing needs and other human resources-related issues.
• Advised partners of any issues regarding staff performance and staff shortages.
• Assisted with managing client relationships and resolved any issues or complaints.

Plano, TX

• Assisted with daily operations management, oversaw all projects, and helped manage the firm’s reporting.
• Managed front desk and operations staff; managed work flow, oversaw mail delivery, assembled and delivered tax returns to clients, and opened and closed the office.
• Set up new clients in Office Tools Professional and Lacerte in conjunction with the Billing Manager.
• Ensured annual tax engagement letters were sent out and that appointments were scheduled.
• Monitored and updated all sales leads on Zoho and tracked all new onboarded clients.
• Tracked major changes to Services on the schedule for Changes to Services.

Plano, TX

• Managed the workflow of accounting and tax projects, sent engagement letters, and worked with a managing partner to track sales leads.
• Collaborated with Senior Accountants and Tax Associates to ensure projects were completed on time.
• Communicated with each department and partner regarding all outstanding projects and collaborated with the Billing Manager to ensure invoices were delivered in a timely manner.Key Accomplishments
• Tracked the completion of special projects and brought awareness to partners regarding which clients were profitable and which were not.
• Created and implemented Training and Onboarding processes that previously did not exist at the company.

Plano, TX

• Sent new client engagement letters, set up projects, and ensured project deadlines were met with team members.

Dallas, TX

• Managed the design and creation of Where Magazine Dallas and Where GuestBook Dallas.
• Managed circulation for Dallas, Houston, and San Antonio and oversaw account services for advertisers.
• Coordinated the distribution of GuestBooks, Magazines, and Maps throughout the region.
• Audited monthly magazine circulation to ensure deliveries reached distribution targets.
• Worked with clients to acquire and document approval of ad materials for publication.
• Set up new client accounts and reviewed monthly invoices.

Irving, TX

• Organized logistics during the pre-planning, event production, and close-out phases of event series.
• Prepared reports on budgets, forecasts, and invoicing.
• Opened and created purchase orders for vendors.
• Acted as event leader for staff, presenters, hotel employees, and Microsoft Partners at launch events.
• Provided agendas and event production plans to stakeholders, presenters, and event staff.
• Worked with Microsoft Partners to ensure setup of booths and shipments.

Irving, TX

• Organized partner and customer events; created concept planning with Stakeholders; and oversaw budgets, forecasts, and invoicing for event series.
• Developed signage and logos for events.