Dallas, Texas, United States
Managing HR for a Big Four accounting firm tax practice. Supporting partners in managing their talent pool.
Assurance Resource Manager Responsible for deployment for over 300 assurance professionals in order to optimize client satisfaction, resource allocation and personnel development. • Strategically aligned talent with appropriate clients • Monitored budgets and utilization rates to optimize resource allocation • Integral part of performance evaluation process • Provide performance feedback to team • Prepared forecasts to predict and manage staffing levels in accordance with headcount plan • Communicated large client win/loss impacts to leadership with regard to deployment and market strategies • Managed employee performance issues and improvement plans as part of the overall deployment effort
Human Resources/Payroll Manager 2001-2015 Managed all aspects of human resources for the corporate office of Harbour Group. Key resource for the executive and finance teams on all matters concerning compensation and benefits. • Managed all aspects of health plans, including negotiations with insurance brokers and benefit providers • Worked with management and benefit providers to understand and implement changes required by the Affordable Care Act • Supported management and the board of directors’ compensation committee for annual compensation reviews • Prepared and updated personnel policies • Prepared the compensation-related section of the annual budget • Served as administrator for 401K plan, including managing the process of converting providers. Handled all aspects of plan administration including monthly contributions, annual reconciliations and signing the Form 5500. Prepared all materials and attended meetings of plan trustees • In charge of workers compensation insurance including required reporting, annual audit and claims administration • Prepared distributions and tax calculations related to equity participations in Harbour Group funds • Managed the hiring process for administrative staff including conducting interviews and assessment testing, preparing offer letters and onboarding new hires • Worked with external auditors, tax advisors and attorneys on compensation and benefit-related issues • United Way Coordinator including serving on an Allocations Committee as a volunteer outside of the office Accounting Manager 1999-2001 Responsible for closing the books for the Harbour Group corporate entities and preparing reports for management and the board of directors. • Closed the books for multiple corporate entities and partnerships • Full responsibility for billings, accounts receivable and accounts payable • Managed the general ledger • Prepared annual budgets for corporate entities
Audit Senior (1998-1999), Audit Staff (1996-1997) Served as auditor in charge of field staff • Planned and performed audits for publicly traded and privately held clients • Supported M&A activities for private equity including earn-out audits • Supervised staff in the field • Instructor and team leader for Audit Entry classes • Collected and analyzed data related to the merger of Price Waterhouse and Coopers & Lybrand • Passed CPA exam on first sitting • Intern Summer 1995