Katie D. Email & Phone Number

San Francisco Bay Area

* Pitched innovative idea to leadership securing buy-in. Identify and work with procurement to onboard new vendor. Oversee end to end project with vendor and multiple internal teams to launch new product impacting 10,000+ taxpayers in a pilot population. * Travel internationally to onboard new team, identify issues and provide agile solutions.* Review and deliver technical projects for payroll and mobility client groups. * Developed proposals and presentations for internal and external audiences.* Produced staffing matrix to provide adequate coverage of projects and processes.* Provided strong leadership to enhance team productivity and camaraderie.

* Own and manage large-scale projects across a global network of 60+ countries. Incorporated documentation, automations and process efficiencies to achieve challenging objectives and deadlines.* Leverage data analytic tools to implement and automate the client service level agreement metrics monitoring and reporting in an effective manner.* Maintain relationships with key enterprise client stakeholders.* Create communications, educational materials and FAQ repository for distribution to client employee population of 8,000+.* Accomplished multiple tasks within established timeframes.* Plan and execute team socials and activities to promote stronger teams and boost morale.

* Monitored and frequently reported on project status to clients and verified projects meet client requirements and quality standards.* Two week assignment to Bangalore to train and facilitate the transition of multiple work streams to the offshore team.* Own population of 100+ taxpayers to oversee end to end completion of tax return. * Conducted tax consultations with clients to discuss personal US tax implications of an international transfer. * Facilitate training and onboarding for new staff.* Selected for Project Belize to teach financial literacy to children in Belize as part of the firm's initiative to increase global financial literacy.* Designed and implemented new processes to manage data and improve an existing recurring project.

San Jose, California

* Led various projects under guidance and supervision of managers.* Organize and analyze data from clients to identify gaps and areas for follow up.* Provide mentorship to new joiners as an office buddy.* Joined a 3 month rotation with the recruiting team and host the highest attended PwC Challenge local competition with over 20 teams for college students