Vancouver, British Columbia, Canada
As a Project Manager with three years of experience, I currently manage the DEI program at BDO Canada. In collaboration with our National DEI Advisory Council, I drive internal initiatives, coordinate firmwide DEI webcasts, and contribute to building learning content. My role involves working with many internal stakeholders, building project schedules, and managing the program budget, all while passionately advocating for DEI.
• Managing the administration and project management needs for 4 public company audit partners. Hosting weekly check-ins with the partner group and my admin assistant to ensure proper time allocation to large tasks in the coming week. It is a collaborative meeting where we also speak about employee satisfaction and plans/ how to execute a boost morale in the wider team during busy season. • Creating and maintaining progress trackers on the departments planning process. Ensuring the necessary steps in the procedures are made ahead of the audit projects work beginning. This includes check-ins with both Partners and managers, along with follow-ups as we approach the agreed start dates. • Project managing public client audit engagements. Monitoring client agreed timelines and holding the audit team accountable for these. Setting out an action plan and working closely with the audit manager to ensure staff each take responsibility for their respective tasks within the given timeframe in order to stay on budget. • Training and supervision of my admin assistant to ensure workload is manageable, deadlines are met and quality of work is maintained. Hosting regular check-ins and requesting feedback from Partners on her progress. • Developed a learning plan for new staff members with the administrative department and implementing it. • Event organizer for the Business Development Technology and Life Sciences Committee. Every quarter I coordinate with the VC Capitalist firm we sponsor, I need to book a venue, choose the menu and estimate drinks within budget. I also confirm attendees, coordinate between us, the VC firm and the venue as we make adjustments close to the day. I need to stay within budget and independently problem solve any issues that occur with the 40+ people in attendance on the night.
- Key point of contact on projects - working with internal teams, BDO international offices and clients to ensure all projects are delivered. -Coordinating with Clients and BDO teams across global time zones: California to China to ensure deadlines are met - Monitoring the progress of our work for a number of clients - producers trackers, chasing and escalating as required - Create and take ownership of project timetables - Take responsibility for managing client inboxes - Set up, prepare agenda and host WebEx and conference calls - Write up minutes and actions following meetings and calls - Suggest and action process improvements and efficiencies
• Achieving high levels of accuracy and productivity, adhering to strict deadlines and rapid recall of policies and procedures • Working autonomously and possessing an innate sense of prioritization • Throughout this job I exhibited great composure when dealing with difficult clients, developed meaningful relationships with regular customers and was client focused. • Independently handled investments for 6 clients of >$5m, giving a personalized VIP service to the advisor of these clients and negotiating exemptions with our management on the advisors behalf.
• Creating, updating and closing Hansen work order’s in a high volume environment with the ability to prioritize requests • Using programs such as SAP, POSSE, Hansen and Microsoft Office to process requests both rapidly and accurately • Responsible for working closely with 3-1-1 to receive, process and dispatch emergency and non emergency cases for Streets, Traffic and Electrical Operations within CoV. • Working independently and being able to problem solve, especially in dispatch, to deal with the variety of challenges faced while effectively following protocol • Communicating both through calls and email to ensure efficiently getting the information required to follow through with tasks
• Reviewing employee’s personal detail changes and beneficiary designation forms, spotting discrepancies and inputting data into PeopleSoft. • Providing support and guidance to employees along with written correspondence and phone calls to achieve completion of forms.