Director, Digital Marketing - Insights & Optimization

Collaborate with stakeholders to align on key marketing performance indicators and develop guidance and best practices to measure our impact to the business

Develop and maintain scalable reports, dashboards, and insights to highlight engagement trends across campaigns and segments and enable data-driven decisions

Work with martech stack to develop supplemental analyses (e.g., email template insights, audience segmentation analysis, email volume analysis) based on readily available data, and build out ad hoc models and visualizations with Alteryx and Tableau

Digital Marketing Senior Manager

Lead day-to-day activities as the campaign owner of one of PwC’s main Tax marketing campaigns, executing best-in-class email and webcast tactics, collaborating with other marketing teams on content strategies, and reporting on key performance indicators to business stakeholders

Optimize marketing tactic results by examining historical engagement data and utilizing A/B testing measures to understand audience behaviors and interests, resulting in email campaign clickthrough rates well above firm average and consecutive month-over-month growth in webcast audience 

Connect marketing tactics to sales initiatives by examining pipeline mix at the sector and regional levels and aligning with finance on overall revenue goals, while collaborating with marketing & sales teams to engage with clients differently, enabling more personalized and relevant campaigns utilizing the right channels, while creating a more sales-focused leads framework

Tax Marketing Senior Manager

Drive business activity for lead tax partners in the region, focusing on partners in the Chicago, Milwaukee, Minneapolis, St. Louis, and Kansas City offices, by identifying areas with potential opportunities based on recent trends and legislative updates in tax

Implement national campaigns in the markets for priority services by monitoring leads, parsing webcast attendance and survey responses, and communicating results to the tax partners

Organize market events (both internal and client-facing) to help drive firm messaging and reinforce initiatives, while ensuring event success through follow-ups and promotions

Tax Marketing Manager

Assisted clients in developing risk-based tax accounting processes with integrated technology solutions to assist with shorter close cycles

Implemented tax provision software (Corptax, ONESOURCE, Longview) to enhance automation and efficiency while eliminating manual and redundant processes

Integrated data analytics and visualization (Alteryx, Tableau)  to enhance processes and reporting capabilities, while mitigating risks from manual intervention and reducing errors

Managed large-scale projects with multiple workstreams to address material weakness remediation efforts involving redesigning controls processes and documentation, implementing provision software, and enhancing workbook design and integration

Tax Reporting & Strategy Manager

Served oilfield services, energy, and manufacturing clients in the public sector, focusing on the preparation and review of annual and quarterly income tax provisions under the guidance of ASC 740

Prepared corporate and partnership tax returns (Forms 1120 & 1065) for an energy-focused private equity investment fund, delivering K-1s to 100+ partners, including federal and state distributive information and depletion calculations

Federal Tax Senior Associate

Bentley, Bratcher & Associates, P.C.

Prepared individual and business federal and state tax returns, responded to various federal and state tax notices, and dealt directly with the IRS on individual tax return audits

Performed various attest engagements including financial statement and 401k benefit plan audits, financial statement reviews, and compilations for clients with revenues ranging between $20-70 million

Managed administrative functions related to firm technology including equipment and software license acquisition and maintenance, server infrastructure upgrade and maintenance, and workstation troubleshooting and support

Spearheaded paperless workflow management initiative by collaborating directly with firm leadership to establish standardized workflow procedures and eliminate paper-based routing sheet system

Staff Accountant

Pinion

Summer Intern

I am a CPA-turned-digital marketer focused on marketing insights and optimization at PwC US. We rely on marketing data and insights to influence our efforts and continuously optimize our go-to-market approach. I enjoy collaborating with marketers across functions within the firm to broaden our audience reach and increase our impact.

Prior to my marketing role, I was a Tax manager specializing in tax function assessment and redesign, tax accounting performance improvement, and provision and compliance software implementation (e.g., Corptax, ONESOURCE, Longview) for clients across various industries.

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