Client Success Specialist
Current
Feb 2023 - Present
Who is Kate Tai? Overview
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Quick answer
Kate Tai is listed as PMP at Ragic, based in Taiwan, United States, United States. AeroLeads shows a work email signal at deloitte.com, phone signal with area code 626, and a matched LinkedIn profile for Kate Tai.
Kate Tai previously worked as Client Success Specialist at Ragic and Advisory Senior Consultant at Deloitte. Kate Tai holds Master Of Science (Ms), Finance from University Of Rochester - Simon Business School.
Company email context
Email format at Ragic
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{first_initial}{last}@deloitte.com
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AeroLeads found 1 current-domain work email signal for Kate Tai. Compare company email patterns before reaching out.
Profile bio
About Kate Tai
A critical thinker combining problem-solving abilities with client-facing skills, I consistently contribute to strategic, operational, and technological business improvements. I strive to deliver quality and tailored implementation of treasury management solutions. Also a bilingual communicator (Mandarin and English) with international work experiences in the US, Japan, and Taiwan.
Listed skills include Vba, Microsoft Excel, Financial Analysis, Financial Modeling, and 29 others.
Current workplace
Kate Tai's current company
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8 roles
Kate Tai work experience
A career timeline built from the work history available for this profile.
Advisory Senior Consultant
* Led Kyriba implementation for a Fortune 100 client in cash positioning, cash forecasting, payments (200 scenarios across the globe), cash accounting, in-house banking, SSO, and interfaces with four ERP systems, including money market fund, commercial paper, FXall trades, cash accounting, market rates, and AP payments. Delivered the full scope in nine.
Jun 2018 - Oct 2021
Implementation Consultant
* Presented and designed Kyriba solutions for four Fortune 500 clients. Pioneered the implementation of complex workflows interfacing with Misys, FiREaPPS, or NetSuite improving customer satisfaction and timely partial go-lives within six months.* Lead as the subject-matter expert, design implementation approaches, and resolve technical escalations for.
Apr 2015 - Jun 2018
Research Analyst
* Performed due diligence on the business models and financial performances of start up businesses. Presented investment suggestions accordingly to the board of directors, gaining approval from the managing director.* Worked with the managing director to facilitate the conversation between the board and entrepreneurs.* Interviewed and communicated ideas to.
Jan 2015 - Mar 2015
Finance Intern
* Conducted financial research with Capital IQ on investment targets and their competitors to identify comparable companies.* Analyzed the financials of comparable companies to determine suitable multiples for financial valuation.* Communicated proactively and paid strong attention to details to deliver reports gaining recognition from the Vice President.
Jun 2014 - Sep 2014
Planner Buyer Analyst Intern
* Advised on quality control issues in prominent product lines by industry benchmarking through interview-based research.* Analyzed geographic risks of suppliers by interviewing global Dell supply chain managers in the locations of critical modules.* Established a governance system for the supply chain in Brazil by coordinating data and revising the system.
Jul 2014 - Aug 2014
Finance Research Assistant
* Drafted a real estate case study by conducting industry, financial, and data analysis for a class of 100 executive students.* Augmented efficiency in work by approximately 80% by establishing standard procedures for the position.* Managed the allocations among six projects of amounts of $30,000 to maximize beneficial results.
Aug 2012 - Feb 2013
Part-Time Assistant
* Assisted consultants in data-processing in Excel, improving the efficiency of a finance industry project.* Generated presentation materials that exceeded clients’ expectation by asking critical questions and attending to details.* Remodeled a major diagram to better display critical findings after learning the comprehensive analysis model in the case.
Oct 2011 - Dec 2011
2 education records
Kate Tai education
Master Of Science (Ms), Finance
University Of Rochester - Simon Business School
Bachelor Of Business Administration (Bba), International Business
National Taiwan University
FAQ
Frequently asked questions about Kate Tai
Quick answers generated from the profile data available on this page.
What company does Kate Tai work for?
Kate Tai works for Ragic.
What is Kate Tai's role at Ragic?
Kate Tai is listed as PMP at Ragic.
What is Kate Tai's email address?
AeroLeads has found 1 work email signal at @deloitte.com for Kate Tai at Ragic.
What is Kate Tai's phone number?
AeroLeads has found 2 phone signal(s) with area code 626 for Kate Tai at Ragic.
Where is Kate Tai based?
Kate Tai is based in Taiwan, United States, United States while working with Ragic.
What companies has Kate Tai worked for?
Kate Tai has worked for Ragic, Deloitte, Kyriba, Simon School Venture Capital Fund, and Trinity Investment Corporation.
How can I contact Kate Tai?
You can use AeroLeads to view verified contact signals for Kate Tai at Ragic, including work email, phone, and LinkedIn data when available.
What schools did Kate Tai attend?
Kate Tai holds Master Of Science (Ms), Finance from University Of Rochester - Simon Business School.
What skills is Kate Tai known for?
Kate Tai is listed with skills including Vba, Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Valuation, Spss, and Statistics.
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