Open to opportunities

April Schultz

@aprilschultz

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Engagement Manager specializing in financial services operations, compliance, and team leadership.

United States

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What I'm looking for

I seek a role leading client engagements or operations in financial services where I can drive compliance, mentorship, process improvement, and measurable financial outcomes.

I am an Engagement Manager with deep experience in financial services consulting, project financials, SOW delivery, and employee relations. I have led engagement lifecycles from kickoff through completion, managed forecasting and budget tracking, and served as a first contact for employee concerns while driving onboarding, training, and compliance initiatives.

I have a strong track record creating procedural and mapping documents, improving onboarding processes for major banking clients, mentoring teams, and supporting SOX and audit controls. My technical proficiency includes Excel, Salesforce, PeopleSoft, Workday, ADP and other VMS/tools, and I focus on operational excellence, client satisfaction, and measurable financial oversight.

Experience

Work history, roles, and key accomplishments

Engagement Manager

Apex Systems

May 2022 - May 2025 (3 years)

Managed financials consulting engagements for major clients, owning SOW preparation, budgeting, forecasting, and delivery oversight while improving onboarding and compliance for multiple billable projects.

Engagement Management Financial Forecasting Budgeting Client Relationship Management Employee Relations Salesforce Peoplesoft UAT

Engagement Delivery Coordinator

Apex Systems

Mar 2015 - May 2022 (7 years 2 months)

Led financial management and reporting for consumer industrial consulting engagements, handling pricing, burn analysis, revenue booking, and weekly client financial reporting to support sales and delivery.

Financial Management Pricing Burn Analysis Forecasting Reporting Peoplesoft Excel Salesforce & Compliance

Senior Customer Accounting Specialist

Apex Systems Inc.

Dec 2012 - Mar 2015 (2 years 3 months)

Provided senior accounting and HR support including SOX controls, procedural documentation, district-level tracking and mentoring to improve field accounting accuracy and compliance.

SOX Compliance Excel Procedural Documentation Mentorship Audit Employee Relations

Customer Accounting Specialist

Apex Systems Inc.

Mar 2009 - Dec 2012 (3 years 9 months)

Managed branch payroll, P&L tracking, onboarding, I-9 verification, and contractor personnel files while supporting HR, compliance, and forecasting for the Northeast region.

Payroll Onboarding I 9 Compliance Vendor Management Auditing Benefits Administration Peoplesoft

Account Manager

Apex Systems

Nov 2006 - Feb 2009 (2 years 3 months)

Developed and managed client relationships, led full sales lifecycle for staffing services, negotiated MSAs and rates, and trained recruiting teams to drive new and repeat business.

Account Management Sales Lifecycle Contract Negotiation Vendor Management Recruiting CRM Staffing Reporting

Recruiter

Apex Systems

Mar 2006 - Nov 2006 (8 months)

Conducted full-cycle recruiting for contract, temp-to-perm, and direct-hire roles across engineering, IT, finance and telecom, leveraging job boards and sourcing channels to build candidate pipelines.

Sourcing ATS Onboarding

Insurance Agent

Bankers Life & Casualty

Sep 2005 - Mar 2006 (6 months)

Sold life, annuities, Medicare supplement and long-term care products through prospecting and needs-based sales, managing client follow-up and service for retained customers.

Insurance Sales Prospecting Client Services Medicare Products Annuity Sales Policy Management Relationship Building

Lead Teller

Chase Manhattan Bank

Jan 2005 - Jul 2005 (6 months)

Oversaw branch cash operations, ATM program, regulatory compliance reporting, and guided staff on complex transactions to ensure accurate and efficient customer service.

Cash Management Compliance Reporting Customer Service team guidance

Education

Degrees, certifications, and relevant coursework

University of Maine

Bachelor of Science, Communication Disorders/Speech Pathology

2000 - 2004

Activities and societies: University of Maine Women’s Varsity Scholarship Athlete (Women’s Volleyball); Women Against the Night volunteer; Special Olympics volunteer; Relay for Life fundraiser participant

Completed a Bachelor of Science in Communication Disorders/Speech Pathology from 2000 to 2004.