Katherine T. Dao
Strategy Consultant
Los Angeles,CA
Summary
Experienced entrepreneur and strategy consultant with a demonstrated history of working in the technology and services industries. Skilled in strategy, business development and operations. Earned a Master of Business Administration degree, focused in Digital Innovation & Information Systems, from Pepperdine University. Currently a Digital IT Strategist for a Fortune 500 company, consulting business units on their digital transformation journeys.
Overview
2
2
Certifications
7
7
years of post-secondary education
11
11
years of professional experience
Work History
Digital IT Strategist
Farmers Insurance Group
Woodland Hills, CA
04.2020 - Current
- Develop strategies and leverage opportunities for scaling digital skills, practices and resources to benefit all lines of business on their digital journeys
- Acquisition/Merger: implement due diligence through leading assessment of new company’s IT portfolio, including current state, target state, and develop timeline; reporting on integration planning, tracking, and processes; reporting on investment proposals, along with analysis and findings, for digital applications and assets
- Workforce Strategy: engage with leadership to understand long-term strategic plan and tech roadmap to develop strategies and action plans to close talent gaps, prioritize skills needed, and ensure diversity and inclusion; present strategies to high-level executives for various business units
- Objectives: set, track and achieve annual departmental KPIs and priorities; present monthly scorecards to leadership
- Employee Engagement: developed a program to improve the culture of the department to improve employee satisfaction
- Manage a multi-million dollar budget for digital IT, growth, and customer experience portfolio.
Operations Manager / Partner
The Royal Music Academy
Beverly Hills, CA
01.2015 - Current
- Increased sales 6x since 2015
- Supervise 14 instructors and one administrative assistant
- Manage business operations, financial tracking and budgeting, recruitment and retention (students and instructors)
- Manage branding through social media and website content
- Devised, deployed and monitored processes to boost long-term business success and increase profit levels
- Build relationships with customers and co-manage accounts to drive revenue and profit
- Conduct performance reviews each quarter, offering praise and recommendations for improvement.
Program Coordinator
Farmers Insurance Group
Woodland Hills, CA
05.2019 - 04.2020
- Helped implement and drive SAFe transformation in collaboration with management, stakeholders, agile team members: department restructuring, communication, and change management; implemented competency survey analysis method to be rolled out to other departments within the enterprise
- Managed Marketing IT portfolio and facilitated transition to lean portfolio management
- Collaborated with senior VP, management, and HR to implement initiatives and programs for employee engagement and satisfaction initiatives: Leadership Mastery Series, quarterly town halls, hackathons, team building exercises/workshops
- Developed and executed a strategy for change management using OCM methodologies
- Monthly Reports: produced project/initiative status reports and various departmental objective scorecards
- Coordinated onboarding and hiring of full-time and contractor employees with HR and vendor resources
- Implemented Confluence for the department: onboarding documentation, pages for agile teams, communities of practice.
- Organized and managed program development from conception through successful execution
Government Relations Analyst/Specialist
California State University, Northridge
Northridge, CA
12.2017 - 05.2019
- Managed advocacy/engagement projects, programs, and events with local/state/federal elected officials, external organizations/agencies and university/community stakeholders
- Advocacy for higher education programming, increase in state/federal funding for public education, and support from officeholders for issues affecting the university and surrounding community
- Developed, managed, and tracked high-level cultivation activities and drafted reports for senior administration: engagements/events with the LA Chamber of Commerce, Valley Industry & Commerce Association, Valley Economic Alliance, LA County Business Federation (BizFed), and more
- Generated development and prospect reports to strengthen department functions
- Oversaw department finances and operations: developed cost/benefit analyses, risk assessment, impact analyses, and advised Associate VP on financial and operational matters
- Facilitated procurement and managed budget of state and auxiliary funds
- Researched, prepared and drafted briefing documents for senior/executive administration officials
- Achievements: Metro U-Pass for discounted public transportation for students, staff, and faculty; Measure M advocacy for $180M: North San Fernando Valley Bus Rapid Transit improvements (CSUN community); Accessing LA: coordinated with the City of LA Department of Public Works and Mayor Garcetti’s Office of Economic Development for over 600 Angelenos to network and learn more of opportunities to partner with the city
Confidential Office Support
California State University, Northridge
Northridge, CA
01.2016 - 12.2017
- Budget Planning and Management: compiled and analyzed data for enrollment projections; reconciled and managed general ledger; prepared journal entries as needed; developed process improvements; created detailed expense reports and requests for capital expenditures
- Administrative: managed schedules, prepared travel itineraries, and utilized knowledge of university policies to process various HR documents; supported logistics for programs and events for the CFO; drafted professional memos and letters for executive leadership; identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service
- University Athletics: drafted contracts for coaches; reconciled team travel; compiled financial reports for NCAA annual audit in accordance with EADA and other guidelines and procedures
- Risk Management: reviewed outstanding litigation claims and tracked all expenses related to litigation
- Management: coached and managed student assistants on administrative procedures and university policies
Education
MBA - Digital Innovation & Information Systems
Pepperdine University, Graziadio Business School
Malibu, CA 08.2018 - 08.2020
Bachelor of Arts - Biology
California State University, Northridge
Northridge, CA 08.2011 - 08.2016
Certification
Scaled Agile Framework (SAFe) 4.6 Agilist (SA)
Publications
“Unprecedented Times Prompting Companies to Revisit Strategy with the New Norm of Balancing Two Environments,” Graziadio Business Review, September 2020
Timeline
Digital IT Strategist
Farmers Insurance Group
04.2020 - Current
Program Coordinator
Farmers Insurance Group
05.2019 - 04.2020
MBA - Digital Innovation & Information Systems
Pepperdine University, Graziadio Business School
08.2018 - 08.2020
Government Relations Analyst/Specialist
California State University, Northridge
12.2017 - 05.2019
Confidential Office Support
California State University, Northridge
01.2016 - 12.2017
Operations Manager / Partner
The Royal Music Academy
01.2015 - Current
Bachelor of Arts - Biology
California State University, Northridge
08.2011 - 08.2016
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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