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.• Partner with HR on recruiting, onboarding, and various employee relations tasks.• Collaborate with the CRM team to ensure tracking of all opportunities for the Dallas and Plano offices. • Partner with the Managing Principal to review projects, financials, and recruiting/onboarding, and ensure goals are on track for the year. • Successfully onboarded more than 175 employees since November 2018. • Hosted several community events throughout the year to give back to the DFW metroplex. • Successfully integrated MWA IT systems. • Conducted an operations assessment of current team to improve efficiencies internally.

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.• Managed vendor relationships, ordered supplies, negotiated pricing, and reduced costs.• Assisted in the development and implementation of training programs for staff members.• Advised partners of potential problems with reports, such as late projects and low effective billing rates.• Annually reviewed business processes to identify opportunities to improve efficiency, updated the Operations Manual, and delivered annual performance reviews to employees.• Coordinated and executed a variety of social and philanthropic events in conjunction with partners.• Created customized reports including Project Activity Report, Leads Report from Salesforce.com, Billing Utilization Reports, AR Reports, Sales Commission Reports, and Marketing Contact List Report.• Launched a rebranding of the firm that included a new logo, website, newsletters, social media, building signage and company letterhead.• Instrumental in assisting the company with the acquisition of an accounting firm; oversaw an office move that included an IT move, successfully onboarded new employees, and merged billing systems.

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.• Managed the supply ordering process, managed vendor relationships, and negotiated pricing.• Ensured the timely processing of weekly timesheets for the Operations staff.• Helped managers assign tasks and manage the workflow of projects; ensured all projects met deadlines.• Reviewed the performance of the Operations staff on a monthly basis.• Created engagement letters for tax clients and created and implemented a CRM to track sales leads. • Established weekly and monthly meetings to review and discuss onboarding of new clients, high risk clients, and company changes; the meetings significantly improved communication across multiple departments, including Tax, Accounting, and Consulting.• Created an OTP and Communication Manual in 2013.• Member of the Steer MVP Committee that created the company mission / vision / purpose statement.

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.• Reviewed magazine proofs to ensure accuracy of ad and editorial content.• Prepared weekly reports to track office sales and revenue goals.• Managed special events for Dallas and Houston.• Planned monthly events with advertisers and concierges to build brand awareness and enhance relationships between local hotels and advertisers.Key Accomplishments• Served as a liaison to the Dallas Hotel Concierge Association and Hotel Association of North Texas.• Managed social media for Facebook and Twitter. Successfully increased Facebook fans 100% in 9 months.• Created and distributed a bimonthly newsletter that detailed upcoming openings, events, and specials throughout the DFW Metroplex, Houston, and San Antonio.

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.• Traveled to event locations to guarantee overall event satisfaction for stakeholders.• Researched venues and vendors and requested RFPs.• Worked with venues on catering logistics, A/V needs, and securing shipments.• Coordinated with travel company on travel arrangements for attendees, presenters, and stakeholders.• Instructed A/V companies on setup and stage production for roadshows and launch events.• Provided registration reporting and status updates to stakeholders.• Negotiated proposals and contracts with vendors and hotel venues.• Worked with sales team to review sales leads flow through internal tracking system.Key Accomplishments• Consulted on national roadshows and launch events.• Trained third-party concierge companies on registration tools and daily event flow.• Worked with collateral companies on inventory, fulfillment, and shipment.• Summarized evaluation results and provided post-mortems of event series.

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.