Manager, Office of Risk Management – Personal Independence - RSM LLP - New York, NY
(2022-01 - 2026-05)
- Designed and implemented a new evaluation framework for Direct Admit Partners/Principals in collaboration with Risk Management Leadership and Talent leadership, reducing review cycle time and improving policy adherence.
- Led full redesign, user acceptance testing, and ongoing management of the Outside Business Activity evaluation process, improving operational efficiency and significantly reducing inquiry response times.
- Managed Annual Independence Survey end-to-end: question design, leadership review, user acceptance testing, and communication planning.
- Served as final reviewer of Personal Independence Assessments and Portfolio Reviews for a monitored population of employees and Partners; conducted direct conversations with individuals who had findings to ensure understanding of policy consequences, including monetary forfeiture; evaluated appeals and additional information presented by individuals and escalated recommendations to leadership for final determination; ensured adherence to firm and regulatory requirements throughout.
- Led Personal Independence workstream in the firm-wide launch of PIVA (Personal Independence Virtual Assistant), an AI-powered compliance tool deployed in 2025; directed team to analyze ticketing data and identify the 12 most frequently asked questions and highest violation-risk areas, developed targeted prompts, and served as final content reviewer prior to development handoff.
- Trained and mentored India-based colleagues and served as a senior-level reviewer of their work product, ensuring quality and compliance standards were met across a geographically distributed team.
- Served as Personal Independence Advisor (Owner Concierge) to 100+ Partners/Principals, providing a direct point of contact for all regulatory and firm policy questions.
- Led M&A independence workshops and developed systems to review personal independence for merger related hires.
- Partnered with General Counsel, Government & Regulatory Risk, Service Line Leaders, Employee Relations, and Talent Acquisition to resolve complex, high-risk compliance issues.
- Developed and facilitated training workshops and materials to increase policy awareness and consistency across the organization.
- Leveraged Microsoft Copilot in daily operations and completed RSM AI enablement coursework, including earning RSM Copilot Agent Builder badge.
- Served as a Personal Independence Subject Matter Expert during the design and testing of Personal Independence Virtual Assistant (PIVA).
- Served as a Career Advisor and developed team benchmarking framework (3/6/12 months) and SMART(ER) goal-setting curriculum to strengthen performance and accountability.
Manager, Human Resources – Partner Services - KPMG LLP - Montvale, NJ
(2017-01 - 2022-12)
- Independently managed concurrent Partner and Managing Director admissions cycles, coordinating across Talent Acquisition, Risk Management, General Counsel, Independence, and Firmwide Security.
- Designed and implemented an electronic Quality Control review system enabling seamless remote operations while eliminating unnecessary printing costs.
- Conducted 50+ QC file reviews in FY20 to ensure all requirements were captured and communicated to candidates, sponsors, and firm leadership.
- Identified matters requiring escalations and coordinated timely resolution across cross-functional areas.
- Conducted confidential discussions with prospective Partner/Managing Director hires regarding background check discrepancies, ensuring transparency while mitigating organizational risk.
- Collaborated cross-functionally on most effective ways to automate background check process to save time, improve accuracy and efficiency.
- Led rollout of Candidate Tracking site, improving transparency and collaboration between Senior Talent Acquisition and Partner Services teams.
- Managed team resource planning and workload distribution across peak admissions cycles.
- Headed employee engagement initiatives for the Partner Services & Compensation team, improving retention and team morale (Taskforce Leader, 2019–2022).
Senior Associate, Human Resources – Partner Services - KPMG LLP - Montvale, NJ
(2014-01 - 2017-12)
- Oversaw and improved the Americas admissions process to ensure better procedural alignment among various geographical locations.
- Facilitated process improvements: drafted changes, implemented updates, and responded to stakeholder inquiries on processes and procedures.
- Provided mentorship and training to team members, building a collaborative and growth-oriented environment.
Sr. Training & Consulting Coordinator - Thomson Reuters Corporation - Montvale, NJ / Ann Arbor, MI
(2013-01 - 2014-12)
- Coordinated multi-product implementation projects for Tax & Accounting professionals, managing operational side of phased consulting engagements to maximize revenue and client satisfaction.
- Managed resource allocation across 40+ consultants and trainers using resource management system.
- Developed cross-training plans enhancing team capability and adaptability; audited documentation for compliance and accuracy.
- Prepared weekly and bi-weekly management reports on project tracking and performance.
- CPE administration
