Lisa Murray

Resource management and operations professional with progressive experience spanning workforce planning, billing, financial administration, client service, and executive support. Proven ability to analyze business needs, manage competing priorities, improve processes, support leadership decision-making, and build strong relationships across teams. Experienced in resource allocation, forecasting, utilization, financial reporting, invoicing, reconciliations, systems training, and continuous improvement.

Resourcing and Deployment Manager at AWM | PwC Canada (2021-10 – Present)

• Strategically plan and oversee allocation of Client Service Staff (CSS) to engagements, aligning talent needs with business priorities, staffing requirements, and utilization targets.
• Lead continuous resource planning, forecasting, scheduling, and workload balancing, with a focus on utilization, leverage, peak-season capacity, and timely resolution of staffing gaps.
• Partner with Partners, Managers, and RM professionals to understand career goals, strengths, development needs, and business requirements and match talent to opportunities.
• Manage unassigned resources and reallocations associated with new joiners, leavers, secondments, borrowing/lending, and changing business demands.
• Analyze productivity, utilization, financial, headcount, and operational reports and provide recommendations to leadership on workforce and business actions.
• Proactively monitor staff availability and coordinate with regional counterparts to facilitate resource sharing across the country.
• Review monthly financial results and partner with local leadership on utilization, chargeable hours, headcount, and operational performance.
• Maintain strong working knowledge of TalentLink Staffing & Deployment for assignment planning, forecasting, reporting, and resource allocation.
• Support and deliver TalentLink training and collaborate on technology enhancements and process improvements that increase team efficiency.
• Identify and address workforce issues, including morale concerns, retention risks, turnover, and resource challenges, and recommend practical solutions.

Billing Administrator at PwC Canada (2015-02 – 2021-10)

• Managed billing and financial administration for multiple client portfolios, providing monthly forecasts and financial insights to Partners and leadership.
• Prepared engagement margin, cost, expense, time, recovery, WIP, A/R, cash collection, and budget analyses to support commercial decision-making.
• Monitored partner financial performance against targets and proactively identified variances, risks, and required actions.
• Managed client billing from setup through invoicing, including client/job codes, fee schedules, budget rates, billing arrangements, WIP, expenses, progress billing, credit notes, and amended invoices.
• Reconciled time and expense charges and corrected cash allocations to ensure accurate client billing and financial records.
• Prepared aged A/R reports, monitored cash collections, followed up on outstanding accounts, and communicated progress to Managers and Partners.
• Established effective client relationships and resolved complex billing issues by analyzing circumstances and recommending appropriate solutions.
• Trained Billing Administrators, Managers, Partners, and other staff on iPower, billing processes, policies, and best practices.
• Served on the CA-Finance help desk, investigating issues across Canada and developing broader knowledge of billing and finance processes.
• Developed templates, procedures, and best practices that improved consistency and efficiency across the team.
• Frequently selected for special and transformational projects requiring cross-functional collaboration, process alignment, and continuous improvement; recognized for quickly adapting to new environments, identifying inefficiencies, and implementing practical solutions that improved consistency and team effectiveness.

Partner Assistant at PwC Canada (2011-05 – 2015-02)

Provided high-level administrative and operational support to two Partners, including the Leader of Engineering and Construction.

• Managed billing and collections, monitored targets, and developed solutions to resolve issues affecting financial performance.
• Coordinated complex calendars, meetings, conference calls, travel, deadlines, correspondence, and competing priorities.
• Prepared proposals, presentations, spreadsheets, correspondence, and other client-facing materials, coordinating input across lines of service.
• Managed incoming communications and prioritized items requiring Partner attention, responding on the Partner's behalf where appropriate.
• Created a standardized billing template adopted by team members to improve consistency and efficiency.

Office Administrator at Rutherford Contracting (2008-01 – 2011-12)

Provided administrative support to the President, HR Manager, Health & Safety Manager, VP of Business Development, and senior estimators.

• Managed calendars, meetings, boardroom logistics, prequalification deadlines, tenders, employee training, and vacation tracking.
• Prepared tender packages, prequalification submissions, reports, presentations, correspondence, meeting minutes, and internal communications.
• Coordinated tender closing activities, including verbal quotations, calculations, documentation, fax coordination, and delivery.
• Managed office purchasing, courier activity, incoming mail, invoice coding/distribution, company events, employee orientations, and travel arrangements.
• Created a monthly staff newsletter and supported company-wide technology and mobile device needs.

Administrative Assistant at The Kidney Foundation of Canada – Central Ontario Branch (2005-01 – 2008-12)

Provided administrative and financial support to the Director of Finance and Administration.

• Processed and reconciled online donations, credit-card, cash, and cheque donations; prepared deposits and weekly deposit documentation.
• Used Accpac for accounts payable and accounts receivable and maintained accurate financial records and supporting documentation.
• Prepared T3010 documentation and maintained constituent and tax-receipt information using Razors Edge and Artez.
• Reconciled expense reports and supported accurate financial administration and reporting.
• Managed telephone reception, shipping, office supplies, patient-material distribution, meeting agendas, minutes, and general administrative activities.
• Used Microsoft Excel and Word extensively for financial, administrative, and operational projects.

Administrative Assistant at JSL Software Solutions (2002 – 2004)

Provided administrative and operational support to the President and Vice President, including scheduling, correspondence, meeting coordination, and client communications.

• Coordinated programming, client, and prospective-client meetings using Microsoft Outlook and direct client communication.
• Managed incoming calls and customer inquiries, addressed complaints, and ensured appropriate follow-up and resolution.
• Prepared meeting agendas, recorded and distributed minutes, and managed incoming and outgoing correspondence.
• Used Microsoft Excel and Word to prepare reports, spreadsheets, documents, and other business materials.
• Used QuickBooks for expense tracking, invoicing, and reconciliation of debits and credits to support accurate financial records.
• Reconciled expense reports and bank transactions and maintained organized financial documentation.

Project Management – Centennial College (2009)

Office Administration – Executive – Seneca College (2006)

Ontario Secondary School Diploma – Pickering High School (2002)