Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Katherine S. Caggiano

New York

Summary

CFO & Business Consultant with two years of experience, adept at spearheading financial project initiatives and enhancing client satisfaction through strategic resource management. Skilled in business analysis, process mapping, and client relations, with a proven track record of driving operational efficiency and developing business continuity plans. Proficient in leading system implementation projects, including ERP, CRM, and eCommerce, to optimize client operations and support sustainable growth.

Overview

5
5
years of professional experience
1
1
Certification

Work History

CFO & Business Consultant

Forvis Mazars, LLP
07.2023 - Current
  • Spearhead financial project initiatives, achieving timely delivery and enhanced client satisfaction through effective resource management.
  • Analyze current state processes through detailed process mapping exercises, identifying inefficiencies and opportunities for optimization.
  • Present actionable recommendations for future state improvements to clients, driving operational efficiency and effectiveness.
  • Develop and implement business continuity plans within the organizational resilience team to deliver operational efficiency and mitigation of possible crises for various clients.
  • Build and maintain strong client relationships resulting in reinstatement of contracts as well as new business.
  • Drive system implementation projects involving ERP, CRM and eCommerce to enhance client operations.
  • Maintained a proactive approach in client interactions, ensuring clear communication and understanding of their evolving needs.

Leasing & Transaction Coordination Intern

Cast Capital Partners
01.2023 - 05.2023
  • Organize legal work for all office, retail, and industrial properties of the brokerage.
  • Support broker’s efforts in leasing, sales, acquisition, and commercial development.
  • Create marketing materials and campaigns to advertise successes and grow a client base.

Property Development Intern

SD Community Housing Corporation
01.2022 - 01.2023
  • Conduct board manual packets and PowerPoint presentations to assist fellow employees in board meetings and in discussions with potential development clients.
  • Facilitate candid discussions with fellow employees and supervisors regarding the affordable housing industry and search for everyday learning opportunities to understand the industry better.
  • Transfer financial and managerial information through Excel on property matrices and proformas.

Alumni Outreach Coordinator

USD Telefunding Center
09.2020 - 12.2021
  • Leverage alumni network to identify new sources of revenue and acquire scholarship grants.
  • Manage technological records of alumni information and analyze sensitive personal information to ensure records are accurate and up to date.
  • Successfully acquire scholarship grants ranging up to $650 a pledge.
  • Foster long-term relationships with professional network to administer a high-quality customer service experience to members of the network and other affiliates.

Education

B.B.A - Business Administration, Real Estate, Political Science

University of San Diego
San Diego, CA
05.2023

Skills

  • Process Mapping
  • Proficient in Microsoft Office Applications
  • Internal & External Consulting
  • Project Management & Coordination
  • Logistics Management
  • Organizational Resilience
  • Leadership and Teamwork
  • Business Analysis
  • Building Client Relationships
  • Excellent Interpersonal and Communication Skills
  • Sales and Proposal Writing

Accomplishments

  • ProSci Change Management Certification, December 2024
  • PMI CAPM Certification, April 2024
  • Microsoft Excel Certified, December 2021
  • California Real Estate Commission Salesperson Real Estate License, February 2023

Certification

  • ProSci Change Management Certification: December 2024
  • CAPM Certification: April 2024
  • Excel Certified: December 2021
  • California Salesperson Real Estate License: February 2023

Timeline

CFO & Business Consultant

Forvis Mazars, LLP
07.2023 - Current

Leasing & Transaction Coordination Intern

Cast Capital Partners
01.2023 - 05.2023

Property Development Intern

SD Community Housing Corporation
01.2022 - 01.2023

Alumni Outreach Coordinator

USD Telefunding Center
09.2020 - 12.2021

B.B.A - Business Administration, Real Estate, Political Science

University of San Diego

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