Kimberly Frederick Email & Phone Number

Remote

•Led change efforts and partnered successfully with key stakeholders on critical enterprise wide initiatives across IT, Finance and Clinical operations, such as, Flexible Workforce, Discharge Policy and Infusion Optimization initiatives resulting in increased workflow efficiencies and cost savings •Created and owned the Technology Division change management strategies, and partnered cross functionally to successfully bring awareness, achieve buy-in, and overall adoption of Technology… Show more •Led change efforts and partnered successfully with key stakeholders on critical enterprise wide initiatives across IT, Finance and Clinical operations, such as, Flexible Workforce, Discharge Policy and Infusion Optimization initiatives resulting in increased workflow efficiencies and cost savings •Created and owned the Technology Division change management strategies, and partnered cross functionally to successfully bring awareness, achieve buy-in, and overall adoption of Technology Division change initiatives across the Enterprise•Consult and coach project teams on integrating change management into their delivery plans by sharing knowledge, best practices, and change management frameworks and templates•Trusted thought partner to Enterprise Business Leaders in assessing and driving change management needs including leadership role modeling strategies, building Communities of Practices, and upskilling change competencies •Developed and own the IT Department Change Management Bootcamp pilot, upskilling tech leaders in change capabilities. Developing long term roadmap for program along with senior leaders and partnering with HR to build these capabilities into the Technology Talent Investment Plan•Developed a change intake process and portfolio level change placemat to better assess impacts across the organization, reduce change saturation, anticipate resistance and ensure successful adoption of changes•Build relationships across the enterprise to better anticipate and manage stakeholder needs, identify potential organizational resistance and develop mitigation strategies to drive adoption and initiative objective realization Show less

• Engaged with global senior program leadership and stakeholders to develop the change management approach, applying Prosci’s ADKAR model, on strategic IT transformation projects and initiatives such as SAP Concur, Global Enterprise Architecture, and a Global Customer Experience / Success Center of Practice.• Developed global change management toolkits for global IT projects and initiatives to be localized by Deloitte member firms and executed in ~150 countries. Toolkits, depending on the… Show more • Engaged with global senior program leadership and stakeholders to develop the change management approach, applying Prosci’s ADKAR model, on strategic IT transformation projects and initiatives such as SAP Concur, Global Enterprise Architecture, and a Global Customer Experience / Success Center of Practice.• Developed global change management toolkits for global IT projects and initiatives to be localized by Deloitte member firms and executed in ~150 countries. Toolkits, depending on the project or initiative, were often comprised of a leadership playbook, stakeholder analysis, change impact assessment, risk and mitigation assessment, communications and learning, progress tracking and transition planning deliverables.• Partnered and supported local member firm change management teams to ensure successful implementation and adoption of global IT projects and initiatives.• Planned and managed resources (both direct and indirect member firm resources) to meet change management goals and KPIs.• Engaged with member firm CIOs and senior IT leaders as needed to build relationships, raise awareness of coming IT implementations and initiatives, and identify local IT trends and needs to inform adoption ability and/or mitigate challenges. • Updated and presented member firm CIOs, in the America’s region, monthly on status of global IT implementations in their member firm, as well as managing for data accuracy in Power BI and Salesforce.• Advisor on Deloitte Global Diversity, Equity and Inclusion taskforce. Show less

• Built business case and strategy for expanding IT change management operations in USI.• Responsible for hiring, training and managing USI team, executing the IT change management initiatives in US and USI.• Assisted ITS XD Director developing team strategy and operations, engaging with senior ITS leadership and execution• Managed strategic relationships with a multitude of cross functional teams in a matrixed environment• Responsible for ITS XD forecasting and… Show more • Built business case and strategy for expanding IT change management operations in USI.• Responsible for hiring, training and managing USI team, executing the IT change management initiatives in US and USI.• Assisted ITS XD Director developing team strategy and operations, engaging with senior ITS leadership and execution• Managed strategic relationships with a multitude of cross functional teams in a matrixed environment• Responsible for ITS XD forecasting and budget• Change management representative on all ITS internal account teams (11) interfacing with and providing updates to US functional and enabling areas’ executive business leaders• Executed and led end to end change management activities for US and USI IT implementations focusing on end users Show less

• Served on the leaderships team for Deloitte US CIO Institute (co-created), Global Talent Experience, Global Digital Mentorship• Collaborated to create, develop, and deploy Deloitte Global’s first internal enterprise app store• Responsible for all global communications and eminence regarding the Office’s achievements, stakeholder engagement, marketing and learning.• Led national Innovation Cafés (focus groups) for ideation crowdsourcing, analysis of results, download and follow… Show more • Served on the leaderships team for Deloitte US CIO Institute (co-created), Global Talent Experience, Global Digital Mentorship• Collaborated to create, develop, and deploy Deloitte Global’s first internal enterprise app store• Responsible for all global communications and eminence regarding the Office’s achievements, stakeholder engagement, marketing and learning.• Led national Innovation Cafés (focus groups) for ideation crowdsourcing, analysis of results, download and follow up.• Collaborated with team members and third party vendors on discovery of innovative IT solutions often resulting in prototype design, piloting, white labeling and/or in house build of new IT solutions.• Created and maintained governance model, stakeholder roadmap, and social media engagement strategy for the Office.• Developed strategy with global key stakeholders in marketing, brand and communications to execute a global iTunes governance process for market-facing mobile apps.• Consistently sourced best practices with global member firms and collaborating where possible on global technology projects. Show less

• Created and implemented Tax Partner Accountability Program in Houston office. Program incorporated new business processes and training for partners related to business development efforts, with results monitored quarterly. • Conceptualized, built and executed the “LinkedIn Expansion - Building Our Market Facing Culture” program targeted initially for the Houston Tax practice. Program centered on utilizing various technologies and platforms to create individual brand, build eminence… Show more • Created and implemented Tax Partner Accountability Program in Houston office. Program incorporated new business processes and training for partners related to business development efforts, with results monitored quarterly. • Conceptualized, built and executed the “LinkedIn Expansion - Building Our Market Facing Culture” program targeted initially for the Houston Tax practice. Program centered on utilizing various technologies and platforms to create individual brand, build eminence, expand network reach and grow business development opportunities. • Improved Contact Portal database information accuracy by analyzing and changing data input process design and efficiencies, ensuring system user rights, and training all data input users.• Teamed effectively with hoteling, event PMO, and tax clientele to organize and execute full-cycle Mid America tax events.• Collaborated with Deloitte colleagues in India on special projects, including area tax target listings and research for Mid America Region. • Ranked in the Top 12 Teams of the National SM&BD “Be Bold” Campaign with “Linkedin Expansion” Initiative Show less

• Served as key liaison transforming the business relationship between Deloitte Financial Services Group and external financial trustee institutions.• Managed and supervised Deloitte’s trustee information request team comprised of three staff. Created and implemented new team processes resulting in the achievement of 100% client deliverable accuracy, streamlining process efficiency, and meeting internal deadlines.• Created and implemented an internal liquidations project that tracked… Show more • Served as key liaison transforming the business relationship between Deloitte Financial Services Group and external financial trustee institutions.• Managed and supervised Deloitte’s trustee information request team comprised of three staff. Created and implemented new team processes resulting in the achievement of 100% client deliverable accuracy, streamlining process efficiency, and meeting internal deadlines.• Created and implemented an internal liquidations project that tracked the various liquidating group transactions resulting in proper and timely recognition of revenue.• Performed client research, inclusive of fee and transaction analysis, and prepare an average of 150 annual client engagement letters. • Monitored and charted the potential client pipeline informing management of past, present, and future business.• Maintained investor database and fielded investor questions relating to PFIC (Passive Foreign Investment Company) statement.• Key team member on CDO software project enabling various trustees to produce specific compliance reports resulting in increased standardization and efficiency of reporting. Show less

Responsible for annual reporting for assigned states. First review of monthly, quarterly and annual reports. Research and identify all issues for assigned states and expeditiously handle their resolution. Ensure internal controls are adhered to and identify new best practices. Research complex issues regarding state audits and handle their resolution. Train new associates and work closely with Bangalore to train staff on new offshore projects.

• Served as a financial reporting and auditing trustee to hundreds of investors of collateralized bond & loan obligations.• Interpreted legal documents resulting in the protection of client and bank’s financial interests.• Managed relationship with global investment bankers and portfolio managers ensuring their satisfaction with bank services.• Supervised the activities of one Senior Corporate Trust Administrator.• Developed close client relationships with Wall Street, global… Show more • Served as a financial reporting and auditing trustee to hundreds of investors of collateralized bond & loan obligations.• Interpreted legal documents resulting in the protection of client and bank’s financial interests.• Managed relationship with global investment bankers and portfolio managers ensuring their satisfaction with bank services.• Supervised the activities of one Senior Corporate Trust Administrator.• Developed close client relationships with Wall Street, global investment bankers, top-tier portfolio managers, underwriters and issuers to ensure client satisfaction while providing them with reports and other data.• Key member of accounting system conversion special project team as both a tester and post conversion knowledge expert resulting in the successful conversion from a DOS-based system to a Windows-based system.• Created interactive internal training on new client liaison procedures.• Developed Excel program files for new reconcilement system; created and delivered presentations for departmental rollout.• Interpreted legal documents resolving client’s complex structural finance issues.• Monitored and processed daily cash flow including the maintenance of accurate cash reconcilement.• Prepared and issued periodic external compliance reports as specified in the indenture.• Reviewed and tested all portfolio trade executions performed by collateral managers.• Assisted in quarterly and semi-annual payments of collateralized debt obligation for transactions.• Created complex documentation in conjunction with the closing of new deals during the ramp-up period to reinvestment.• Maintained status of collateral assets ensuring the integrity and accuracy of transaction test results.• Prepared required reports to determine compliance with stringent portfolio targets detailed in the governing instruments.• Researched and resolved complex, high-dollar investments for external clients. Show less