JOSEPH LONG
Sanford,FL
Summary
Strategic Executive Assistant with 2 years of experience supporting senior leadership and over 6 years in client-facing roles across finance and operations. Specializes in streamlining workflows, coordinating cross-functional initiatives, and leveraging AI tools like Microsoft Copilot, Power Automate, and AI Builder to drive efficiency and innovation. Recognized for delivering operational excellence, inclusive leadership, and impactful project execution.
Overview
11
11
years of professional experience
1
1
Certification
Work History
EASC Executive Assistant
KPMG
Orlando, FL
07.2023 - Current
- Provide executive-level support to 9 PMDs and coordinate across a desk of 49, ensuring seamless operations and client service.
- Streamline billing and engagement workflows using fee scheduling and reporting tools, improving invoice accuracy and turnaround.
- Build strong relationships with PMDs to anticipate needs and deliver tailored administrative solutions.
- Train new hires on PMD onboarding and desk management, enhancing team efficiency and knowledge sharing.
- Utilize Gen-AI and Copilot for proofreading, meeting notes, and weekly auto-reporting, increasing productivity and communication quality.
Financial Relationship Specialist
Regions Bank
Lake Nona, FL
10.2021 - 02.2023
- Delivered personalized financial services and account setup for clients using Greenprint and Transact platforms.
- Conducted outbound relationship-building calls and educated clients on digital banking tools and financial products.
- Referred clients to internal specialists for advanced services, contributing to branch performance goals.
Client Manager
Bank of America Merchant Services & Fiserv
Coral Springs, FL
01.2019 - 10.2021
- Managed small to mid-size business portfolios using Clover, RSA, and EMPS payment systems.
- Resolved complex merchant inquiries and escalations, handling 20–30 inbound calls daily.
- Applied CRM tools for pricing and compliance, including KYC and anti-money laundering protocols.
Scanning Technician
Adventist Health Systems
Maitland, FL
02.2015 - 11.2016
- Digitized over 1,000 financial documents daily for end-of-month accounting closures.
- Maintained accurate invoice tracking and supported financial services archiving.
Education
Bachelor of Arts - Organizational and Industrial Behavior
Rollins College
Winter Park, FL05.2017
Skills
- Microsoft Office Suite
- Adobe Acrobat
- Microsoft Teams
- SharePoint
- Chat-GPT
- Gen-AI
- Microsoft Copilot
- Power Automate
- AI Builder
- Azure AI Services
- Prompt Engineering
- Workflow Automation Design
- Power BI
- Project Management
- Stakeholder Engagement
- Critical Thinking
- Team Building
- Analytical Skills
- Attention to Detail
Certification
- AI-Powered Automated Workflows, University of South Florida, 2025
- Life Coaching, MindValley & Evercoach, 2023
- Virtual Notary Public, BlueNotary, 2023
- Traditional Notary Public, State of Florida, 2022
- Human Resource Management, Florida Atlantic University, 2017
Inclusion And Cultural Engagement
- Active contributor to KPMG’s African Ancestry BRG and firmwide DEI initiatives.
- Supported cultural programming for Black History Month and Juneteenth.
- Advocated for inclusive practices within the EASC, fostering belonging and representation.
- Collaborated with Tax Talent and Culture teams to elevate awareness of African American experiences in the workplace.
Ai And Technical Skills
- Microsoft Office Suite
- Adobe Acrobat
- Microsoft Teams
- SharePoint
- Chat-GPT
- Gen-AI
- Microsoft Copilot
- Power Automate
- AI Builder
- Azure AI Services
- Prompt Engineering
- Workflow Automation Design
- Power BI
- Project Management
- Stakeholder Engagement
- Critical Thinking
- Team Building
- Analytical Skills
- Attention to Detail
References
Available upon request
Projects
AI-Powered Workflow Automation for KPMG, University of South Florida – AI-Powered Automated Workflows Course, 08/01/25, Designed and mapped an end-to-end automated workflow using Miro to streamline internal processes at KPMG., Integrated Microsoft Power Automate, Copilot, and AI Builder to reduce manual tasks and improve reporting efficiency., Focused on ethical AI use, prompt engineering, and cross-functional collaboration to align with business goals., View project: https://miro.com/app/board/uXjVJQ6zA8o=/?share_link_id=333978682981
Strategic Projects And Initiatives
- Supported strategic initiatives in KPMG’s Tax Talent division, including Agile Workforce and Culture, Wellbeing & Inclusion programs.
- Led onboarding and training for new EAs, improving team readiness and consistency across 49+ PMDs.
- Leveraged Microsoft Copilot and Gen-AI to automate reporting, proof communications, and enhance meeting productivity.
Professional Highlights
- Supported 49+ PMDs across KPMG’s Tax division, streamlining administrative workflows and improving billing accuracy.
- Contributed to Agile Workforce and DEI initiatives within Tax Talent, enhancing team collaboration and inclusion.
- Trained and onboarded new Executive Assistants, improving team readiness and consistency.
- Leveraged Microsoft Copilot to automate reporting and enhance communication efficiency.
Timeline
EASC Executive Assistant
KPMG
07.2023 - Current
Financial Relationship Specialist
Regions Bank
10.2021 - 02.2023
Client Manager
Bank of America Merchant Services & Fiserv
01.2019 - 10.2021
Scanning Technician
Adventist Health Systems
02.2015 - 11.2016
Bachelor of Arts - Organizational and Industrial Behavior
Rollins College