Sandra Stepp Email & Phone Number

Issaquah, Wa, Us

Richardson, Tx, Us

Dallas, Texas, United States

Dallas, Texas, United States

• Actively engage with the Mergers & Acquisitions team and major market lead partners to collect and analyze data for developing engagements.• Execute all risk processes for Client onboarding and new engagements within the M&A team, including requesting Sentinels, creating CLEAS/CEAC, and consulting with risk management partners to ensure compliance.• Lead the entire engagement life cycle, including drafting documents, budgeting team resources for revenue alignment, overseeing client billing, analyzing WIP reports, and collaborating with Finance to ensure accurate engagement ERP equalization at closeout. • Collaborate actively with teams across different service lines to ensure they adhere to engagement guidelines, facilitating accurate allocation of engagement revenue and sales credit among all teams involved. • Developed standardized and scalable templates for KPMG’s Tax practice and collaborated with Managers to optimize existing processes.• Conduct comprehensive research on diverse topics, including policies, procedures, training, and aiding in staff onboarding.• Provide comprehensive billing analysis for tax team, including analyzing WIP reports, conducting billing reconciliations, and managing high-volume invoicing. • Serve as a PML (People Manager Leader) for three counselees and provide transitional and training coaching for newly onboarded Client Engagement & Billing Technicians.

United States

• Collaborated with the Mergers & Acquisitions team to gather and analyze data for engagement and client acceptance.• Requested necessary approvals to ensure compliance of all engagements with risk management regulations.• Oversaw the engagement life cycle, including drafting documents, creating team budgets, maintaining, and reconciling client billing, analyzing WIP reports, and coordinating with Finance for the proper closeout of engagement codes.• Collaborated with teams across various service lines to ensure adherence to engagement guidelines, ensuring accurate revenue and sales credit allocation for all teams.• Assisted in staffing for local M&A resources, providing schedule updates, skills, and availability reporting for optimal team utilization.• Created and implemented a streamlined process for engagement setup, eliminating the need to re-key data into multiple request forms, thereby increasing efficiency and reducing errors.• Enhanced team efforts by researching policies and procedures across diverse subjects, thereby ensuring compliance with risk regulations.

Dallas/Fort Worth Area

• Researched potential Target/Client and company background by utilizing sites such as Factiva/Nexus industry reports and articles, and10K/10Q look up.• Coordinated with Mergers & Acquisitions team members, Engagement management team, and Engagement Setup Associates, regarding all Risk/engagement set up issues from original opportunity to finalizing engagement. • Assisted the team in submitting Non-Disclosure Agreements and Access letters to the Office of General Council, ensuring adherence to all Risk Management processes.• Drafted Engagement Letters, Multi-firm Engagement Letters, Statement of Work Documents, and Clarification Letters for client engagement, and Reportable Transaction System submissions. • WIP Management, Billing Fee summary for all client billing within the Mergers & Acquisitions Tax team. • Created and dispersed invoices for all client engagements. • Assisted with staffing for local M&A resources and Retain updates, skills, and availability reporting to ensure all team members are at optimal utilization.• Prepared reports and maintained weekly updates on all staff impact and utilization percentages and work with managers to ensure all engagements have proper staffing. • Prepared and submitted client specific forms to IRS, as needed.

Dallas/Fort Worth Area

• • Provided advanced day-to-day administrative support for firm Partners & Financial Due Diligence Team. Assisted with large on and offsite meetings, managed heavy expense entry and credit card reconciliations, arranged high volume and complicated travel itineraries both domestic and international for a team of approximately forty team members. • Worked with Financial Due Diligence team, to gather and analyze data needed for engagement and client acceptance. Requested approvals required to ensure all engagement documents were within risk management regulations. • Analyzed WIP reports to ensure effective time management of staff.• Managed extensive client billing and reconciliations to ensure accurate and timely invoicing aligned with engagement documents.• Collaborated with team resource manager to ensure smooth transitions of team rotations between firm practices and sectors. Worked with operations department to ensure proper desk assignment and office space management. • Planned and maintained budgets for team activities to ensure all cost stay within firm policies and standards.

Dallas

• Provided advanced day-to-day administrative support for firm Partners across various service lines within the Consulting practice. • Assisted Partners by managing calendars, arranging domestic and international travel, creating, and maintaining expense reports and credit card reconciliations. • Applied company branding and correspondence guidance, to format/edit letters, reports, and correspondence from draft to client-ready stage. Maintained documents on appropriate file servers and repositories. • Proactively developed relationships with key internal/external client contacts, gaining recognition as a team resource.• Collaborated with colleagues to recommend most cost-effective ways to complete tasks.

• Provided administrative support to Owner & President.• Ensured that staff members had access to the necessary tools and equipment for efficient job performance. Conducted interviews and provided training and onboarding for new hires. • Maintained office procedures and systems and recommended changes where needed to ensure office operations ran smoothly. • Performed general bookkeeping tasks, including invoicing, managing accounts payable and receivable, researched and disputed invoices with inaccuracies, and managed daily cash flow, conducted bank deposits, and performed monthly reconciliations.• Developed and maintained relationships with vendors and negotiated vendor contracts. • Produced reports from Sales & Cash program to enable managers to develop plans to achieve flawless operations and sales basics. • Assigned and updated office building badge system for employees as well as working with security contractors to ensure a safe working environment.• Identified opportunities for process and office management improvements and implemented new electronic filing systems as well as creating documents and templates to help expedite the sales and finance process.

Diploma, General Studies

Business Administration And Management, General