Verified recordProfessional Services

Baley Decker

Tax Mergers & Acquistions Manager at Aprio

Based in Celina, United States

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Seniority

Other

Department

Other

Location

Celina

Industry

Professional Services

Company size

2.8K

Contact information

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Email

1 credit

b•••••••@aprio.com

Phone

5 credits

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Background

About Baley Decker

Skills & Experience Strategic Customer Success: I excel in driving customer success, seamless implementations, and leveraging agile methodologies and lean management tools. My expertise includes CCH Axcess Workflow, ClickUp, and Office 365, coupled with proficiency in Salesforce (SFDC) ticketing systems. I use lean techniques to streamline workflows and build custom solutions. I've successfully led mid-to-large client implementations (100-3,500+ users), with complex integrations, customizations & multiple service lines. I've collaborated with product teams to enhance UX through API integrations and product enhancements. This inherently drives organic growth & strong client relationships. I am a technical product expert, adept at delivering clear and engaging demos and presentations to diverse audiences. Product & Program Management Mastery: I can manage the full project lifecycle, from conception to delivery, utilizing tools like Jira, Confluence, Lucid, and Visio. My CSPO certification underscores my ability to effectively communicate project updates, risks, and dependencies to technical and business teams. I excel in stakeholder collaboration, refining complex projects into feasible, on-budget deliverables. Notable initiatives include the engagement letter generator, which increased governance, reduced risk through automation, enhanced compliance, and boosted production capacity by 1400%. Operational Leadership & Data-Driven Insights: I enjoy using my Lean Six Sigma background to design & develop dynamic visual analysis tools and multi-source dashboards using Salesforce and Power BI Pro (Fabric). These dashboards integrate data from ERP, HCM (UKG, Rippling), CRM (Salesforce, HubSpot), and FMS (CCH Practice Management, Quickfee, SharePoint) providing stakeholders with actionable insights & achieving 80% time savings. Additionally, running initiatives to standardize DMS processes across fragmented systems (Shared Drives, GoFileRoom, Axcess Document) into a single source of truth, resulting in millions of dollars in annual cost savings. Impactful L&D: With a Master's in Education, I have designed & delivered engaging training materials for adult learners, including presentations, guides, and e-learning modules. I have utilized ERP & LMS (Articulate, UKG, Profit.co) to deliver, track, & report on learning activities. My initiatives successfully transitioned new hire training from Partners to a standardized process, saving over in billable hours per new hire.

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