Kate Jackson Email & Phone Number

United States

Mukwonago, Wi

• Coordinate with internal departments, third-party certification body, and Global Wind Organisation (GWO) to schedule, prepare, and lead 10 annual audits.• Advance the ISO 9001-certified Quality Management System through the development of company policies, communication plans for launch, and roll-out training for team adoption.• Manage client’s third-party audit preparation, leading kick-off meetings, providing client support, and presenting findings to auditors, resulting in 7 successful certifications.• Project lead on the configuration of Absorb LMS (an online learning management system), managing timelines, risk analysis, platform customization, data migration, and user training.• Lead writer and editor, authoring reports, client proposals, internal business processes, standard operating procedure manuals, and organization-wide communications.• Restructured the file management system, standardized the file naming system, and developed a document control process.• Led COVID-19 safety protocol development, creating and overseeing risk mitigation procedures for business continuity and safety.

Mukwonago, Wi

• Managed domestic and international client booking and training logistics for 45 unique course offerings and 22 facilitators globally.• Supported Director of Operations with meeting coordination, travel arrangements, and drafting client correspondence.• Identified cost-saving measures and implemented training and equipment shipping policies yielding a savings of $75k per year.• Designed communication strategy for clients and internal team members, leading to an increase in repeat client bookings YOY and improved team morale.

Austin, Tx

• Executed complex calendar coordination, travel arrangements and detailed itineraries, and prepared dean for meetings, events, and presentations.• Managed inboxes, drafted and edited correspondence, reports, and event speeches.• Pioneered the Diversity and Inclusion program, co-authoring the strategic plan, launching recruitment and student support initiatives, and developing key community partnerships.• Created organizational procedures to maximize efficiency in Dean’s Office, led daily briefings with the executive leadership team, supervised event coordination, and hired, trained, and supervised office staff.• Managed meeting coordination for the Dean’s Office, including materials preparation and distribution, arranging room reservations, catering, and taking meeting minutes.• Chief liaison between the dean and her direct reports, board members, and university administration, increasing her productivity by 15%.• Assisted with project scopes of work, timelines, and budget for the implementation of updated marketing strategies, new curriculum delivery models, and an administrative restructuring.

New York, New York

• Managed calendars, global travel, conference attendance, team events, and personal requests for the CFO and his team of 10, increasing their productivity by 15%.• Revised the performance review system, establishing comprehensive data points used for employees' annual raises and bonuses.• Updated the Expense Management System, increasing efficiency and reducing human error in the A/P department by 18%.• Internal lead on finance department special projects, including annual audits, updates to the firm’s investment structure, and design of investor marketing tools.

Greater New York City Area

• Coordinated calendars and global travel arrangements, reconciled expense reports, and drafted correspondence.• Developed tracking database for assembling quarterly earnings research on 100+ companies for use in data analysis.

Los Angeles, California

• Oversaw operations for the multi-year Cognitive Behavioral Therapy in Rheumatoid Arthritis study.• Directed the recruitment, enrollment, and support efforts for the year-long participation of 80+ patients, resulting in a successful retention rate of 90%.• Maintained tracking database to record participant details and psychological follow-up in accordance with UCLA's Institutional Review Board.• Hired, trained, and supervised research support staff.

Austin, Texas