KATHLEEN IWASHITA
Chicago,IL
Summary
Enthusiastic and results-driven professional dedicated to fostering a work environment that promotes personal career growth and adds value to the firm. Diverse work experience within established and emerging practices, offering a unique perspective and unwavering commitment to excellence.
Overview
35
35
years of professional experience
Work History
RESOURCE MANAGER
RSM US LLC
CHICAGO
07.2022 - Current
- Strategically allocated resources across 4,000+ annual valuation consulting projects
- Partnered with practice and firm leaders to develop and enhance training programs, tools, and processes for efficient cross-utilization of resources throughout the year and maximize utilization
- Define resource allocation processes to improve financial metrics of projects while aligning with practice and team member goals
- Created standard reports and reporting processes for forecasting, allocating, and tracking resources
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
TAX/FINANCIAL ACCOUNTANT
BERNICK ADVISORY LIMITED
CHICAGO
01.2018 - 06.2022
- Provide a full range of family office services including preparation of financial statements, general ledger accounting, investment tracking, and bank reconciliations
- Teamed with service providers to prepare income tax returns for all family office individuals and related entities.
TAX MANAGER
EY
CHICAGO
01.2014 - 01.2016
- Worked with Fortune 100 clients to meet their global financial and reporting compliance needs by liaising with foreign subsidiaries and managing engagement teams throughout the world
- Assisted with establishing the 'mid-market' practice by identifying client opportunities, developing practice standards and training staff
- Teamed with foreign office teams to ensure delivery of services according to contract terms
TAX/FINANCIAL ACCOUNTANT
HARRIS MYCFO LLC
CHICAGO
01.2012 - 01.2014
- Prepared income tax returns and year-end journal entries for ultra-high net-worth individuals and their related entities.
SENIOR MANAGER
DELOITTE LLP
CHICAGO
01.2008 - 01.2009
- Oversaw the service delivery of global engagements to ensure contract terms were met
- Interacted extensively with internal and external clients addressing emergent concerns or needs
- Developed and implemented national standard procedures for the practice.
DIRECTOR
PRICEWATERHOUSECOOPERS
LOS ANGELES
01.1997 - 01.2008
- Worked with US firm leadership to develop tax technology strategic goals for international tax services; developed and presented technology offering business cases to firm leadership for budget approval
- Collaborated with overseas PwC offices to build the GCS practice resulting in approximately $100M in new firm revenue in 24 months
- Defined and developed a scalable service delivery model for GCS projects adopted by the firm
- Developed a support team for GCS projects to improve service delivery and financial metrics
- Implemented just-in-time staffing for international compliance projects, resulting in improved engagement metrics, especially on large outsourcing engagements
- Developed standard process methodologies for the firm's international tax compliance engagements which included implementing an innovative staffing model that increased revenue margin by at least 15%
- Authored training materials and instructed classes related to domestic and international tax compliance engagements.
TAX ACCOUNTANT
PROVIDENT FINANCIAL MANAGEMENT
LOS ANGELES
01.1994 - 01.1997
- Prepared income and payroll tax returns for high-profile entertainment clients which also included corresponding with various taxing authorities
- Performed bookkeeping tasks, maintaining financial books, and tracking expenses.
CORPORATE TAX TEAM LEADER
ARTHUR ANDERSEN
LOS ANGELES
01.1990 - 01.1994
- Prepared C and S-corporate and partnership income tax returns
- Assisted with the development of national standard methodology for business returns
- Created training material and instructed classes for trust engagements.
Education
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION -
UNIVERSITY OF PHOENIX
06.2010
Skills
- Resource Coordination
- Conflict Resolution
- Teamwork and Collaboration
- Performance monitoring
- Advanced Microsoft Excel
- Smartsheet Expertise
Timeline
RESOURCE MANAGER
RSM US LLC
07.2022 - Current
TAX/FINANCIAL ACCOUNTANT
BERNICK ADVISORY LIMITED
01.2018 - 06.2022
TAX MANAGER
EY
01.2014 - 01.2016
TAX/FINANCIAL ACCOUNTANT
HARRIS MYCFO LLC
01.2012 - 01.2014
SENIOR MANAGER
DELOITTE LLP
01.2008 - 01.2009
DIRECTOR
PRICEWATERHOUSECOOPERS
01.1997 - 01.2008
TAX ACCOUNTANT
PROVIDENT FINANCIAL MANAGEMENT
01.1994 - 01.1997
CORPORATE TAX TEAM LEADER
ARTHUR ANDERSEN
01.1990 - 01.1994
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION -
UNIVERSITY OF PHOENIX