Summary
Overview
Work History
Education
Skills
Certification
Timeline
AdministrativeAssistant

Kati McDaniels

Morrisville,NC

Summary

Highly organized and self-motivated professional experienced in project management, team development and process improvement. Skilled in developing and implementing strategies to increase efficiency and performance. Passionate about driving business growth and creating positive work environment.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Associate Director, Finance Tech. & Transformation

AICPA
02.2022 - Current
  • Improved overall team efficiency by streamlining project management processes and implementing new collaboration tools.
  • Managed cross-functional teams for multiple large-scale projects.
  • Reduced operational costs by identifying inefficiencies and implementing cost-saving measures in various departments.
  • Enhanced employee performance through targeted training programs and regular feedback sessions, resulting in higher productivity levels.
  • Established strong relationships with key stakeholders, creating mutually beneficial opportunities for growth and collaboration.
  • Revamped internal communication channels to foster greater transparency between departments and improve overall organizational cohesion.
  • Fostered a culture of continuous improvement by encouraging staff to share innovative ideas and providing resources for professional development.
  • Assisted senior leadership in managing all aspects of operations.
  • Led teams of up to 10 personnel, supervising daily performance as well as training and improvement plans.

Senior Manager, Financial Operations

AICPA
12.2015 - 02.2022
  • Achieved operational excellence by streamlining processes and implementing best practices.
  • Improved team performance by providing comprehensive training and fostering a collaborative work environment.
  • Increased customer satisfaction with timely project deliveries and seamless communication.
  • Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.
  • Consistently met or exceeded annual performance targets set by senior leadership.
  • Collaborated closely with peers from other departments to drive organizational success jointly as one cohesive unit.
  • Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.

Manager, Finance Ops & Dues

AICPA
12.2013 - 12.2015
  • Increased team productivity by implementing streamlined processes and effective communication strategies.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

Financial Operations, Project Manager

AICPA
11.2011 - 12.2013
  • Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
  • Established effective communication among team members for enhanced collaboration and successful project completion.
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
  • Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
  • Coordinated cross-functional teams and resolved conflicts, maintaining a positive work environment throughout the project lifecycle.

Accounts Receivable Supervisor

AICPA
10.2006 - 11.2011
  • Improved cash flow by implementing efficient accounts receivable processes and reducing outstanding balances.
  • Enhanced team productivity by providing regular training on accounting software and tools.
  • Streamlined account reconciliation procedures, ensuring timely and accurate financial reporting.
  • Collaborated with internal departments to resolve billing discrepancies, improving interdepartmental communication.
  • Maintained strong relationships with clients by addressing inquiries promptly and professionally.
  • Managed a team of accounts receivable clerks, fostering a positive work environment that encouraged professional growth.

Education

- Business Administration And Management

Meredith College
Raleigh, NC

Skills

  • Program Development
  • Technical Implementation
  • Key Relationship Management
  • Strategic Leadership
  • Process Improvement
  • Crisis Management
  • Project Management
  • Team Collaboration and Leadership
  • Product Management
  • Work Planning and Prioritization
  • Staff Development

Certification


  • PMP - Project Management Professional

Timeline

Associate Director, Finance Tech. & Transformation

AICPA
02.2022 - Current

Senior Manager, Financial Operations

AICPA
12.2015 - 02.2022

Manager, Finance Ops & Dues

AICPA
12.2013 - 12.2015

Financial Operations, Project Manager

AICPA
11.2011 - 12.2013

Accounts Receivable Supervisor

AICPA
10.2006 - 11.2011

- Business Administration And Management

Meredith College

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Kati McDaniels