Rebecca E. Serpas

Travel Management

• Lead end-to-end travel logistics for international and domestic travel to/from India, ensuring smooth coordination and compliance.
• Designed and implemented a Smartsheet workspace to centralize tracking of all travel, approvals, itineraries, traveler status, and travel spend/costs.
• Created reporting templates to reconcile vendor reports, capture changes, and identify India‑specific travel costs with greater accuracy.
• Monitor travel schedules and analyze travel data to identify trends, improve planning, and reduce travel costs.
• Provide direct support to international travelers by coordinating with local leadership, offering pre-travel guidance, and ensuring seamless arrival.
• Collect and synthesize traveler feedback to improve processes and strengthen vendor performance.

Financial Reporting & Analytics

• Developed and deliver a comprehensive monthly reporting package, providing stakeholders with clear insights into practice performance and progress.
• Analyze key performance metrics and convert data into executive‑ready summaries that support strategic decision‑making.
• Work closely with each line of business to enhance their utilization and integration. Ensure that each department remains accountable to their annual goals and drive continuous improvement year over year.
• Implement automation and workflow improvements to reduce manual effort and increase reporting accuracy and efficiency.
• Build data-quality controls and validation checks to minimize discrepancies and improve reliability of information.
• Identify trends, risks, and opportunities through comparative and year‑over‑year analysis to inform operational improvements.
• Facilitate regular conversations with stakeholders to ensure alignment on KPIs, reporting needs, and performance expectations.
• Support ad‑hoc analytical requests and special projects by synthesizing complex data into clear, actionable insights.

Project Management

• Led the Rotation Program initiative by defining expectations, documenting associate travel and cost structures, outlining program benefits, and establishing standardized processes to support consistent and well‑governed rotations.
• Led cross‑functional coordination with internal departments to ensure each function became fully operational, identifying process gaps and implementing workflows that improved efficiency and alignment.
• Utilized Smartsheet to manage project plans, track team goals, log action items, define next steps, and monitor deadlines, enabling clear visibility for stakeholders.
• Automated weekly project follow‑up through Smartsheet workflows, reducing manual check‑ins and improving compliance with deadlines.
• Partnered closely with senior leadership, including the Partner‑in‑Charge, to support the establishment and scaling of the India practice.
• Facilitated project review meetings, ensuring teams were aligned on priorities, risks, and deliverables across multiple workstreams.
• Developed standardized project documentation and tracking dashboards to improve transparency and streamline communication across departments.
• Anticipated project risks and escalated challenges early, enabling faster decision‑making and minimizing delays.

• Managed a portfolio of operational and strategic initiatives, including the Fixed Assets Conversion Project and the build‑out of the RSM Delivery Center for Tax, ensuring timelines, scope, and stakeholder expectations were met.
• Actively monitored project progress, identified deviations, and took corrective action to keep initiatives on track and aligned with business objectives.
• Continually assessed and communicated project risks, issues, and dependencies across the portfolio; provided first‑level support to resolve blockers and maintain project momentum.
• Developed and executed effective communication plans tailored to stakeholder and senior leadership needs, improving visibility and alignment across teams.
• Provided leadership, coaching, and day‑to‑day guidance to operations staff to support execution, performance, and professional development.
• Created reporting templates, trackers, and operational tools to bridge US–India access limitations and standardize processes across locations.
• Partnered with Resource Management to review, update, and streamline processes and procedures, improving efficiency and role clarity within the Service Center.
• Produced and maintained operational reports used by leadership, Resource Management, Talent Acquisition, and staff to support workforce planning, utilization tracking, and center-wide performance management.

• Resource Manager, Aug 2018 - Present

• Efficiently pool and utilize internal and contracted resources nationwide to staff projects and portfolios based on variety of factors, such as SOW, fees, project site and resource location(s) to maximize profitability.
• Tracked site-visit meetings, locations, and resource planning to maximize utilization and drive down sub-contractor fees by grouping projects within a region or market with the same assessor(s).
• Built strong partnerships/network across the business to provide the highest levels of customer service.
• Negotiated bids with sub-contractors to meet revenue goals per project/portfolio.
• Held strong understanding of capabilities/skill sets, certifications, and interests of resources to ensure each project was staffed appropriately.
• Established Staffing Desk 2012 | Partner ESI Previously handled by project managers as time allowed.

• Provided executive assistance to Partners/Principals and their Project Managers; writing proposals, writing environmental desktop reports, maintaining collection reports, and staffing engagements.
• Managed pending proposals, bids, and assisted in basic project management.
• Worked with sub-contractors to ensure work would be submitted on time and notified the team and/or clients of any expected delays.
• Put together various reports and marketing materials ahead of meetings and conference events.

• Responsible for processing new engagements and maintaining an accurate database.
• Compiled draft or final reports (checking for consistency with address, project numbers, dates, etc.) and delivered on client requirements/instructions.
• Engaged sub-contractors (providing them with report templates, lab materials, and historical documentation).
• Maintained detailed administrative and procedural processes to improve accuracy and efficiency across all offices.
• Trained Production Department new hires.