Vicki L. Goetter, PAFM **** Watergate Lane, Virginia Beach, VA 23452

Email: ad3d6h@r.postjobfree.com Phone: 973-***-****

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PROFESSIONAL PROFILE

Over 30 years of executive administration, human resources, benefits administration, workflow management and marketing.

Former President of the New Jersey and Pennsylvania Chapter of CPAFMA.

Two-time speaker/course instructor at the annual Wolters Kluwer conference that is attended by more than 3000 attendees.

Certified in Public Accounting Firm Management

Implementation lead on PowerBi for firm financial and workflow information

Mentored members of the leadership team to move towards the partnership level.

Developed partnership bonus plans and structures.

Implementation lead on installation of CCH Axcess Suite from On-Premise version

Experience with managing firm operations across multiple locations. PROFESSIONAL EXPERIENCE

DIRECTOR OF HUMAN RESOURCES AND OPERATIONS

Stewart & Company (Virginia Beach, Virginia) SEP. 2022 to JAN.2024 General Overview of Job Components:

Primary responsibilities for all aspects of executive management and day to day operations related to Human Resources, Benefits Management, Marketing, and general firm operations for a $5MM CPA firm. Responsible for working side-by-side with the owners to streamline processes, increase productivity, increase morale and develop a culture with sustainable retention. Implemented PowerBi to monitor firm information and workflow. Responsible for oversight of the client services related to payroll. OFFICE ADMINISTRATOR

Fox Rothschild LLP (New Jersey) JAN. 2022 to SEPT. 2022

(Reason for leaving – relocation)

General Overview of Job Components:

Working with the respective Office Managing Partner, Firm's Chief Talent Officer, Chief Operating Officer and Chief Administrative Services Officer, this position is responsible for managing the day-to-day operations of the Atlantic City office in compliance with the policies and procedures of the firm. Ensures peak operating efficiency/profitability and facilitates office growth. Maintains excellent relations/communications with firm management, attorneys, clients, administrative groups, and staff and outside vendors. CHIEF HUMAN RESOURCES AND FIRM ADMINISTRATION

Restivo Monacelli, LLP (Rhode Island) JUl. 2020 to November 2021

(Reason for leaving – firm was sold and is now Withum Smith + Brown) General Overview of Job Components:

Primary responsibilities for all aspects of executive management and day to day operations related to Human Resources, Financials, Workflow, Marketing, and Technology for a first-generation CPA firm with annual revenues of $8 million dollars in Providence, RI and Boca Raton, FL. Responsible for working side-by-side with the Executive Committee to streamline processes, increase productivity, increasing morale and develop a culture with sustainable retention.

Vicki L. Goetter, PAFM 3005 Watergate Lane, Virginia Beach, VA 23452 Email: ad3d6h@r.postjobfree.com Phone: 973-***-****

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CHIEF OPERATING OFFICER

Dalby, Wendland & Co., P.C. (Colorado) JUL. 2019 to JUN. 2020

(Reason for leaving – COVID and elimination of position) General Overview of Job Components:

Primary responsibilities for all aspects of executive management related to Human Resources, Technology, Finance, Firm Service Line Development, Firm Administration and Quality Control for a 70+ year old CPA firm with annual revenues of $16 million dollars with four main locations and three satellite location across the Western Slope of Colorado.

DIRECTOR OF HUMAN RESORUCES, BENEFITS AND FIRM ADMINISTRATION Tobin & Collins, C.P.A., P.A. (New Jersey) JAN. 2016 TO JUL. 2019 General Overview of Job Components:

Primary responsibilities for all aspects of executive management related to Human Resources, Financial, Workflow, Marketing, and Technology for a 50+ year old CPA firm with annual revenues of $8 million dollars in Northern New Jersey. Responsible for working side- by-side with the Managing Director to increase revenue above 10% each year and increasing morale and developed a culture with sustainable retention. DIRECTOR OF HUMAN RESOURCES, MARKETING AND FIRM ADMINISTRATION Flackman, Goodman & Potter, PA (New Jersey) AUG. 2013 TO DEC. 2015

(Firm was sold and is now PKF O’Connor Davies)

General Overview of Job Components:

Responsible for all aspects of executive management related to Human Resources, Financial, Workflow, Marketing, Administrative Director and Technology for a 50+ year old CPA firm with annual revenues of $10 million dollars in Northern New Jersey. Additionally, primary responsibility was to assist the firm in building presence in the market for an acquisition.

Additional Experience – description of experience and documented successes upon request: DIRECTOR OF HUMAN RESOURCES AND MARKETING – Schulman Lobel et al. / DEC. 2011 TO JULY 2013 DIRECTOR OF BUSINESS SERVICES –Sax, LLP / FEB. 2000 TO JAN. 2011 SOFTWARE EXPERIENCE

MS Office Suite, including use of Teams.

CCH Access and on-premise suites

Thomson Reuters Practice CS, GoFileRoom, Firm Flow

Research tools – AnswerConnect and Checkpoint

Revver

ADP TotalSource platform

Bamboo Review Module

Bill Pay

Knowledge of QuickBooks

PowerBi

Accountants World Payroll Relief

Paychecks payroll platform

Adobe Pro

ORGANIZATION AFFILIATIONS

Member of the CPA FMA

Member of SHRM

EDUCATION

Richard Stockton University, Pomona, NJ– Business / County College of Morris, Randolph, NJ – Business

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