• Maintain oversight of four significant workstreams – Client Learning Portals, Public Offerings, Technology/LMS, and Financials; drive workstream leaders towards initiation and implementation of innovative ideas to enhance client experience and produce more efficient and higher-value results.• Serve as a member of the leadership team – determine, implement, and monitor progress against our annual business strategy.• Function as the business’s CFO – prepare annual budgets and monthly/quarterly reforecasts; ensure proper recognition of all revenue and expenses.• Own the custom inquiry management process – apply a performance consulting approach to establishing the annual strategy for our custom work service line; respond timely to inquiries from clients, engagement teams, and member firms; contract with clients and subcontractors; develop or oversee development of quality deliverables in execution of contracted projects. • Serve as the team’s Quality Leader – establish and maintain policies for Exec Ed’s quality assurance processes; set a tone for the importance of quality in everything we do.• Establish and lead the Offerings & Workstream Leads team (a collection of the leaders of each offering/workstream) in monitoring business and sub-team goals and relations with stakeholders, collaborating on decisions with cross-team impact, and managing sub-team resource challenges.• Collaborate with various internal groups to ensure our offerings, contracts, and processes adhere to firm standards/policies.• Own the relationships and negotiate contracts with key business-wide technology vendors.• Seek out, establish partnerships with, and contract with vendors/stakeholders for the inclusion of digital self-studies in our Client Learning Portal catalog.• Provide guidance to team members in procuring contracts with other key vendors/stakeholders.• Own the relationships and negotiate contracts with member firms for the sale of multi-user and client learning portals.

As the Director of Product Development for KPMG Learning, I:•Helped launch a new line of business to provide current and prospective clients with contemporary training on numerous technical accounting topics.•Designed, developed, and reviewed course materials related to more than 60 web-based trainings and 100 instructor-led trainings.•Devised and documented business processes relating to content development.•Execute custom training develop projects for clientsAs the CFO for KPMG Learning, I am:•Responsible for overall financial oversight•Responsible for forecasting, budget development and tracking

•In coordination with the firm’s new technology-driven audit approach, learned the technology and designed, developed, and instructed various training programs for all Partners and employees. •Designed, developed, and facilitated delivery of an annual one-week instructor-led course to over 1200 of KPMG’s experienced associates, featuring 6 audit simulations.•Led an annual two-week train-the-trainer course to upskill more than 20 instructors (audit senior managers, managers and seniors) and improve their presentation and course facilitation skills.•Contributed to the portfolio of web-based trainings and performance support on timely accounting and auditing topics for field professionals.•Instructed more than 30 courses for partners, managers, and staff.•Served as an instructional designer for approximately 10 courses.

Senior Manager/Manager on KPMG’s largest global real estate client and a mid-size real estate client. •Client service responsibilities included:Negotiated audit fees with clients’ senior management.Assisted clients in understanding and assessing various risks and financial reporting issues.Provided recommendations on improving internal controls and accounting performance.Interacted with client senior management on a daily basis and conducted weekly status meetings.Performed due diligence on a public REIT for a client’s prospective acquisition.•Engagement management responsibilities included:Responsible for the issuance of U.S. GAAP financial statements (standalone and consolidated).Planned engagements, developed and monitored budgets, and coordinated client and staff activities.Provided audit instructions to and corresponded with KPMG foreign offices. Performed technical accounting research to determine appropriate accounting treatment for complex and non-routine transactions.•Staff management responsibilities included:Supervised and reviewed all work completed by assigned staff on historical cost and fair value funds and properties (managed approximately 20 staff personnel).Developed training materials and instructed approximately 60 client personnel and 100 KPMG employees on real estate industry and accounting developments.Served as a performance manager for several associates and interns.Additional KPMG Roles and Responsibilities: •Served as a global, national, and local instructor for KPMG’s senior associates and associates (2004-2008).•Recruited and interviewed on campus at approximately 5 key universities for senior associate, associate, and intern positions.•Participated in a rotation program in the Transaction Services Group (Summer 2007) and was responsible for performing due diligence on a client’s prospective acquisitions.•Performed all responsibilities of an audit senior associate (July 2003 to June 2006).