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Work Background
KPMG USDirector Of Administrative Services for Audit and Advisory
Oct. 2019 - Oct. 2023Lead the strategic and tactical implementation of Administrative Services for Audit and Advisory, comprising 8 managers, 300 Executive Assistants, and approximately 3000 Partners and Managing Directors. Emphasis on change management, including continuous transformation efforts enhanced by the COVID 19 economic environment, resulting in enhanced services to our internal customers, greater focus on client service and upskilling within a reduced cost model.
KPMG USAssociate Director, Administrative Services
Aug. 2018 - Oct. 2019San DiegoLead the Administrative Services team of 10 managers and 200 Executive Assistants for Audit/Tax/Advisory for Western Region, including Alaska, Pacific Northwest, Bay Area, Los Angeles, San Diego, Phoenix, Dallas, Denver, Houston. Coordinated office experience initiatives with leaders in Office Services, Meetings and Events, Hospitality and other internal functions.
KPMG USDirector, Administrative Services
Apr. 2018 - Aug. 2023Remote
KPMG USManager, Administrative Services
Apr. 2018 - Aug. 2018Managed office functions for all internal office functions for a 1500 person office, including events, administrative functions for 3 service lines, and office services and vendor management.
Leaf & Cole, LLPDirector of Operations
Jun. 2016 - Apr. 2018San Diego, CA
PwCMarket Administrative Leader
Jan. 2015 - May. 2016Greater AtlantaResponsible for the strategic vision and implementation across all administrative functions (Partner and team support solutions, Information Security, Business Continuity strategy and implementation, and facilities). Set the direction and purpose of the organization, profitability strategy, alignment with national goals and objectives, and set metrics to measure success. Leader in the market, contributing to the bi-weekly market council meetings, crafting market communications and leading market and national initiatives (Giving Campaign, corporate responsibility, representing PwC at local community meetings), and participating in the FY16 planning process. Lead the implementation of strategic priorities, with specific focus on driving the firm’s transition to a dual partner support structure of in-office and virtual administrative support. Strong relationships with the market leadership team enables transparent and honest conversations resulting in effective execution of the transformation roadmap. Performance management, coaching, development and training of a team of 35.
PwCAdmin Support Concierge Project Manager
Jun. 2013 - Feb. 2015National TeamDirected the Operations of the Administrative Support Concierge (ASC)/remote support to partners transformation pilot sponsored by the USLT. Co-managed the sourcing, professional development, employee engagement, performance review process for all ASCs. Developed a continuous process improvement environment, capitalizing on partner feedback to streamline processes, improve ASC productivity, and maintain programmatic alignment with LoS and business unit focus. • Developed a comprehensive training program (240 hours) to onboard new hires, accelerating skill development of ASCs and enabling partners to fully leverage their ASC upon assignment. Developed and locally delivered Inside Cultures and Values training (onboarding) for ASCs to create a deeper understanding of PwC. Implemented mandatory weekly training and business meetings which increased agility in adopting and executing practice and LoS support requirements, which partner surveys indicate is recognized and valued.
PwCManager, Assurance and Tax Executive Assistant/Team Assistant
Dec. 2010 - Jun. 2013McLean, VAManage administrative staff performance in support of the Assurance and Tax professional staff, with an eye to increasing productivity, deepening strategic partnerships internally and externally, and aligning support with business objectives in the Washington Metro Office.
PwCManager, Assurance Executive Assistant/Team Assistant
Mar. 2008 - Dec. 2010Managed the day to day operations for a team of 28 in support of an Assurance practice at PricewaterhouseCoopers. I was responsible for the metrics, training development, coaching, performance management and development of this team. Trusted advisor for 50 partners, advising on strategic support deployment and business multipliers from the administrative perspective.
TargetExecutive Team Leader, HR
Mar. 2006 - Jan. 2008
Center for Homeland Defense and SecurityExecutive Assistant, Director
Jan. 2002 - Jan. 2004
United States ArmyCaptain
Aug. 1995 - Aug. 2004
ROTC, San Diego State UniversityCadet/Lieutenant
Jan. 1993 - Jan. 2004
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