SUMMARY

Detail-oriented Operations Project Management professional with extensive experience in providing support to management and departments in program administration, information management, logistics coordination, project management, business communications, and expense tracking.
ª Project Management ª Improve Operational Efficiency ª Manage Real Estate Portfolio ª Recruited / Hired / Trained / Coached ª Supervision and Management Skills

PROFESSIONAL EXPERIENCE

Confidential,

Tax Associate – Avenel, NJ 2011 - Current
Conducted complete tax interviews and tax preparation as well as marketing services to our grow client base. Incorporated effective communication skills with both clients and fellow H&R Block associates, promoted teamwork and collaboration throughout the tax office.

Division Operations \\ Project Manager – MidAtlantic Division Iselin, NJ 2007 - 2010
Developed, planned, and managed implementation of activities for complex projects that are part of a program and/or programs with broad scope, high impact and longer implementation time frames. Ensured that day-to-day operations kept functioning flawlessly during the transition and that program goals were accomplished and in line with business objectives while consulting with program teams, participants, stakeholders and customers. Planned and arranged all in house meetings as well as off -premise large division based meetings.

• Reduced costs in telecommunications spending of $378,900 annually with 1167 line disconnects which is 60% of the base while improving quality and reliability of our phone service, DSL, and systems through line count and line options \\ services analysis
• Planned and oversaw all divisional meetings including those with over 1,000 attendees in 2008 with high internal client satisfaction and spending within allotted budget as well as 4 large meetings from NY to VA on 2007
• Created Neighborhood Playbooks within Excel utilizing census and company financial data to educate regional directors and district managers on marketing plans for their territories as well as Red, Yellow, Green dashboard reports to provide analysis on offices and future upsize or downsizing
• Upgraded 32 offices in 2009 and 54 offices were branded with our new look in 2010 to be ready for January 1st while working along with Cassidy Turley
• Successfully opened on time 13 tax offices in 2008, 3 tax offices in 2009 and 11 tax offices in 2010
• Effectively streamlined operations, business cadence and communications within the Mid-Atlantic Division with the creation of a weekly publication called MAX – Mid Atlantic Xpress as well managed all meeting agendas and integration of market planning activities
• Oversaw the centralization and standardization of supply ordering and distribution, associate scheduling and managed other operational tactics

Division Real Estate Manager – Confidential,
NJ 2005 - 2007
Managed the Mid-Atlantic Division’s real estate portfolio along with Colliers Turley Martin and Tucker, which included 1000 retail tax offices and 6 executive offices and oversaw the real estate expansion program, office closures, renewals, and relocations, leasehold improvements, furniture upgrades and installations, signage, capital improvement programs and both high and low-voltage electrical systems including Telecom analysis, systems and services. Facilitated communication and managed relationships with external partners, field leaders, and internal support departments and provided divisional support with the Alternate Channel programs (Wal-Mart, Sears, Grocery, etc.) and Franchise Operations to ensure seem-less integration of HRB’s over arching strategies to deliver quality service for the external clients. Took a customer service approach with the District and Regional management teams removing much of the daily operational burden associated with office expansion.

• Achieved construction spending of $22.02 per square ft. vs. budget of $26.59 per square foot in 2006
• Opened 31 new offices in 2005, 33 offices in 2006 and 56 offices in 2007
• Created a safe and healthful work environment by conducting quarterly meetings that focused on safety and housekeeping while ensuring standards were consistently met pertaining to the client experience, associate satisfaction, and the H&R Block brand through office location and physical environment.
• In 2007 received the award for Outstanding Contributor

District Manager – Jersey City, NJ 1987 - 2005
Led a $4.7 Million (annual revenue) district of 10-16 offices with full Profit and loss, operational, and management responsibility. Recruited, hired, trained, coached and developed 250 seasonal district associates. Provided leadership and direction to instill a client-focused culture throughout the district, resulting in increased client retention and client satisfaction.

• Increased revenue from approximately 1 million in 1987 to 4.5 million to 2005 as well as converted 43.7% to as much as 75.2% of new revenue to profit over these years through effective local marketing; staffing; and enhanced client experience
• Increased profit margin from 11.0% in 1987 to 33.0% in 2005 through more cost-effective labor management; less discounting; and more effective real estate utilization
• Successfully tested the first electronic filing program Rapid Refund in 1990 with a 59% increase in new tax returns and the first tax preparation software Orrtax in 1991
• Achieved the most returns processed and copied per sq. ft. of office space in the region from 1987 to 1995

Assistant District Manager – Confidential,
NJ 1984 – 1987

• Assisted the District Manager in the management and supervision of the district through establishing and maintaining offices, hiring, training and evaluating district associates. Led 6 offices independently under the supervision of the District Manager.

Tax Advisor \\ Office Supervisor \\ Business Services Manager Confidential,
NJ 1980 - 1984

• Oversaw all aspects of the tax office operations which included hiring, training, coaching, and developing tax office associates. Ensured the implementation company policies and procedures to increase effectiveness and efficiency of the tax office.
• Conducted complete tax interviews and tax preparation as well as marketing services to our grow client base. Incorporated effective communication skills with both clients and fellow H&R Block associates, promoted teamwork and collaboration throughout the tax office and district.
• Developed and oversaw marketing activities which led to the generation of 2 new small business accounts for the Jersey City office. Prepared quarterly payroll, federal and sales taxes, monthly and yearly balance sheets, income statements, as well as payroll, and income tax preparation for clients.

EDUCATION & PROFESSIONAL DEVELOPMENT
Pace University, New York, NY 1979 – 1981
NJ Business & Education Center - NJ Real Estate Salesperson License 2011
Middlesex County College – Project Management Certification Prep in progress 2011

Additional Training & Seminars 1984 - 2011

• The Value of Privacy
• Situational Leadership Training
• HRB Bank Agency Training 2010 & 2011
• HSBC Bank Agency Training 2010 & 2011
• Ethics, Emphasizing EITC Due Diligence
• 1040 Preparation & Planning 1, 2 & 3
• Tax Update 2011
• The Four Roles of Leadership
• Managing Skills Seminars
• Ethics 2010 & 2011
• Recent Tax Developments Jan – Aug 2010
• W-2 Early Access

SKILLS & TECHNICAL COMPENTENCIES

• Extensive experience in all H&R Block programs – tax programs, management and real estate
• Reflex a web based integrated solution\\communication platform ( Cassidy Turley)
• Knowledge of Microsoft Office, Adobe, SharePoint, and MS Project 2003, 2007 & 2010