Key ResponsibilitiesData Systems Coordination: Overseeing statewide data systems and enhancing real-time access to key metrics.Outcome Tracking: Establishing key performance indicators across all affiliates to measure and report on program success.Grant & Project Data Reporting: Managing data needs for grant reporting, quality assurance, and strategic planning.Innovation & Systems Improvement: Partnering on Salesforce and CommuniCare system enhancements and data-driven projects that align with CASA's advocacy goals.

Primary Responsibilities:Manage logistical and hospitality details for statewide trainings, meetings and eventsProvide technology support for meetings and trainingsCoordinate ongoing communications related to network services activitiesProvide administrative support to the network services teamWork collaboratively with other staff members on objectives that serve the mission, vision andpurpose of GA CASASpecific Responsibilities:Coordinate logistics for trainings and events to include the statewide conference, leadershiptrainings, staff trainings, annual legislative advocacy day, and other events as requestedSupport the Georgia CASA team in managing affiliate trainings and consultation, includingaffinity groups, webinars, quality assurance, and network participation and recognition-relatedactivitiesAssist in the maintenance of tools and resources for the CASA network and distribute timelyinformation to promote effective operations, advocacy, and trainingCompile data and research for ongoing projects, trainings, and activities

Responsibilities:Collaborate with Leadership to identify and prioritize strategic initiatives for the Assurance departmentDeveloped and implemented strategies to enhance efficiency, productivity, and overall performance of the Assurance department.Provided guidance and support to team members on strategic projects, ensuring successful execution and timely delivery.Collaborated with cross-functional teams to identify and resolve data integrity issues, ensuring accurate and reliable reporting.Provided support to ad hoc projects, as needed, ensuring successful completion and alignment with strategic objectives.

Responsibilities:Conducted thorough research and analysis to identify opportunities for improvement and enhancement of existing processes and systems.Facilitated a weekly resource management meeting to ensure full staff allocation and client coverageManaged calendars, scheduled meetings, and arranged travel for executivesSupported the onboarding process for new hires and coordinated training sessionsAssisted in event planning and coordination, including organizing virtual and in-person conferencesCoordinated and prepared expense reportsProvided administrative support to nine partners in the Assurance DepartmentMaintained accurate and updated records in database systems

Responsibilities:Billing procedure and process managementDeveloped and implemented efficient billing procedures, resulting in streamlined processes and increased accuracyManaged invoicing for over six partners, totaling more than $2 millionInvoicing for six partners (2MM plus)Proficient in generating invoices for six partners, ensuring accuracy and compliance with payment termsMonitor timely lockdown of CaseWare databaseEnsured the security and integrity of the CaseWare database by implementing regular lockdown proceduresIdentified and resolved any database-related issues or anomaliesConfirmation.com managementManaged confirmation.com, overseeing all aspects of user setup, account management, and technical supportCreated and maintained user accounts, ensuring appropriate access and permissionsProcess expense reportsManaged expense reports for six partnersCollaborated with finance team to review and approve expense reports, ensuring compliance with accounting standards and regulationsMonitored submissions and resolved any discrepancies or errorsPlan interim and year-end staff schedules in ProStaff softwareUtilized ProStaff software to create and manage staff schedulesCoordinated with team members to understand their workload and availabilityDeveloped efficient schedules to optimize resource allocation and minimize disruptionsMonitored and adjusted schedules as needed to ensure smooth operationsEngagement letter procedure and process management - tracking and ensuring all clients/services have signed engagement letters prior to serviceDeveloped and enforced a systematic engagement letter procedure, ensuring all clients/services sign prior to service commencementTracked and verified that engagement letters were signed by all relevant partiesStaff trainingConducted training sessions for staff members, providing updates on company policies, procedures, and systemsFostered a culture of continuous learning and development within the team

PKM joined Wipfli

Prepare proforma financial statements for all clients (excluding public companies), draft alldeliverables (management letters, SAS-114 packages and letters of representation)Perform final proof and internal referencing to ensure the accuracy of the documentProvide quality control on all documents ensuring compliance with PKM standardsMonitor timely lockdown of CaseWare databaseLoan and deposit confirmationsProcess expense reports in Concur expense management system Plan interim and year end staff schedules in ProStaff software

Facilitate the definition of project scope, goals and deliverablesDefine project tasks and resource requirementsManage project budgetPlan and schedule project timelinesQuality assuranceMonitor and report on progress of the project to all stakeholdersImplement and manage project changes and interventions to achieve project outputs

Marketing strategy and planningManagement and coordination of marketing plan tacticsManagement of website design and build projectsClient and market researchManagement of trade show and conference needs, both internal and for clientsManaging social media platforms and content

Managed registration, documentation and tracking of incoming and discharged patientsCoordinated transportation for patients, staff and suppliesCoordinated medical personnel based on individual patient circumstancesCompiled and maintained physicians’ orders and patients’ medical records

Directly reported to and assisted the Director of AdmissionsManaged campus-wide student enrollment (4000+ applications)Coordinated status reports and updates across multiple departments and to applicantsCoordinated process and policy changes across multiple departments Directed Activities Department fundraising initiatives and managed donation requests

Managed service orders in coordination with customer requests Managed inventory tracking Assisted with accounts receivable and accounts payableIdentified scope of service, determined if remote or onsite service requiredManaged procurement process and ensured proper equipment was on hand

Answered multi-line phones, screened and directed customers to the proper departmentSorted and delivered incoming mail to proper partiesQuoted and processed orders for internal and external customersUpdated and maintained company MSDS materialsProcessed paperwork for return shipments to vendors

Managed engagement schedule for audit teamStandardized quality control procedures and processes for audit and tax communicationsPrepared draft and final yearend financial statements for clients and 401(k) plansPrepared audit engagement letters to conform to updated PPC standards.Provided executive support for all audit Partners and Senior Managers

Booking agent for Specialized Transportation Inc, an agent of North American Van LinesResponsible for entering interstate, intrastate and local moves into both the Order Entry and STI systemsBooked transit for high value, electronic equipment freightExclusive customer service point of contact for local sales representative for contract and miscellaneous freight, including but not limited to weekly, exclusive use, air-ride equipped trucks and local office moves

Routed logistics for forwarding household goods internationallyBooked air and sea freight for shipmentsScheduled crews for packing, loading and delivery of household goodsProvided customer service for transferees, updating them on status, explaining customs procedures and collected necessary documentationProcessed and reconciled vendor invoices for accounting

Conducted Services for the International Post-Move Quality Control program.Issued claim forms to transferees for damage reporting.Completed Pre-Move Packets, which provided the transferees with customs documents, country and contact information pertaining to their relocation.Maintained forms to comply with ISO standards

General ledgerPayment reconciliation