Professional Coach, Leadership Trainer, Change Consultant

Carli A. Castro

**** **** ****** *****, ********, Arizona 85225 480-***-**** or *************@*****.***

WORK EXPERIENCE

Owner, 4 Seasons of Change, January 2012 – Present

•Provide professional coaching (executive & holistic life), leadership enrichment training and change management consulting services to individuals and businesses

Senior Manager National Tax Strategic Solutions, Grant Thornton LLP, December 2004 – Present

National Responsibilities

•Change Management and Program Management Lead, as well as original visionary, of Tax SymphonySM, the most ambitious and successful program in the 85-year history of Grant Thornton’s tax practice, with similar efforts to be replicated throughout the Firm

oLead the change management program including development and delivery of learning program, formal rewards program and communication plan focusing on sponsors, change agents, and targets, including the client base

oPromote sponsorship of tax partners via inclusion of program in Partner Balanced Scorecard as a quality metric; effecting partners profit and bonus results

oDeveloped encourage tax partners to recognize and reward their people through a formalized Rewards Plan, as well as the alignment of job descriptions in Performance Manager which drives year end career and financial impacts

oReceipt of special recognition by National Managing Partner of Tax Services for contribution to the tax practice at annual partner/manager conference

oAuthor a weekly blog to provide the Firm with up to date information on Tax Symphony, as well as show the more personal side of those leading the program

oDevelop and manage budget for entire strategic initiative; every year have met all goals and consistently remain under approved budgets

oLead vendor relationship with on-shore and off-shore outsourcing strategy

•Leader of National Tax Strategic Solutions, Phoenix location

oStrategy development (ex. developed NTSS strategy, a full service delivery methodology and implemented methodology through assignment of management team to functional areas)

oManagement organization (ex. built local office team from ground up)

oManage all human resource matters (ex. recruiting, hiring, termination, conflict, mentoring and coaching)

oBuild strategic project plans with a focus on building strategic learning of all tax professionals, as well as the vision for branding Grant Thornton tax with recruits, clients and accounting communities

Local Office Contributions

•Provide guidance to the partner and senior manager team as a decision-maker who has visibly driven change by standardizing local office business processes, notably including: teaching and driving principles of change and project management, in line with local office strategic goals

•Build and execute business assessment to determine probability of partner team achieving strategic results

•Lead Entrepreneurial Spirit committee with partners to work towards achieving strategic goals

•Act as Local Office Champion of Women at Grant Thornton for the Phoenix Office which led to unprecedented results in recruitment and retention of women professionals

•Lead recruiting efforts at Northern Arizona University has moved Grant Thornton as a “Firm of Choice” for the business school professors and accounting students

•GT CARES volunteer member (Community Awareness and Responsibility Expressed by Service)

Senior Financial Analyst, Native Air Services, Inc., April 2004 – November 2004

Tax Senior Associate, Nelson Lambson & Co., October 2002 – April 2004

Tax Lead Group Senior Consultant, Deloitte & Touche LLP, May 2002 – October 2002

Tax and Business Advisory Associate, Arthur Anderson LLP, July 1999 – May 2002

Education

Northern Arizona University

Bachelors of Science in Accountancy, May 1999

Grand Canyon University

Masters of Science in Leadership, Fall 2012

Professional Certifications

Certified Public Accountant, State of Arizona, 2004

Managed Change Certification – Levels I and II, 2009

Arts and Science of Coaching Certification – Fall 2012

International Coach Federation Certification – Spring 2013

Professional Organizations

Member of Arizona Society of Certified Public Accountants

Member of Phoenix Chamber of Commerce, Valley Young Professionals

Member of Valley of the Sun United Way, Women’s Leadership Council

Community Service

Feed My Starving Children

Arizona Epilepsy Foundation

Professional Publications

AZ CPA Magazine, July/August 2010

Article: “Putting Passion into the Process”

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