As an audit manager with this Big 4 public accounting firm, provided services to small and middle-market clients, primarily those in the high-tech, environmental, and manufacturing industries with revenues up to $550 million and assets up to $420 million, in the company’s audit practice.Performed detailed analyses of clients’ finances and operations to improve operations and the bottom line.Worked with clients on SEC issues, such as public offerings, ongoing filings, and technical disclosures, conducting in-depth research to obtain SEC approval.Met with the boards of directors and audit committees of client companies to discuss audit and business issues.Participated on review and promotion committees; offered feedback to staff regarding career objectives and progress.
àDeveloped and managed a new environmental services practice for Coopers & Lybrand as a leader of a team that included partners and staff from a variety of disciplines, providing a focused approach to small and start-up companies that resulted in the acquisition of new clients in the first year that generated fees in excess of $85,000.
àIncreased audit efficiencies for Coopers & Lybrand from 2% to 50% through the deployment of new technologies throughout the Boston cluster of offices, including formal and informal training of all professional staff and partners.
àLed audit teams comprised of partners, staff, and specialists in other practices on ten simultaneous, complex audit engagements while developing staff, boosting audit efficiencies and rates per hour from 5% to 30%, increasing client contacts, improving client relationships, and growing sales of specialist services from $2,000 to $3 million.
àDramatically elevated staff morale and increased rates per hour by as much as 30% by designing and implementing initiatives that granted greater responsibility to lower staff levels.
àAchieved sales increases up to $280,000 by replacing other managers on audits where clients had threatened to leave and taking action to improve and further develop relationships with the clients.