katherine long

* Project Manager for Ally Advantage Custom Development team; leading resource and workspace management, compliance, and financial activities for ~$10M project with ~70 resources * Directly supported leadership team with project updates, required governance, and compliance guidance * Managed financial objectives by completing monthly forecasting, budget reconciliation, and variance analysis * Developed presentations and presented to governance committee on upcoming staffing requests and project changes * Partnered with project management stakeholders and led efforts to ensure task completion and compliance with enterprise guidelines * Managed SharePoint site; led site redesign effort to improve structure, navigation, and support of expanding initiatives * Analyzed and documented dependencies between existing business processes and customized processes of Custom Development project team

* Developed integrated reporting across the entire Direct Channels Technology Solutions (DCTS) project portfolio to monitor projects and mitigate compliance risks; led to improved Project Management Office (PMO) reporting and analytics * Directly supported PMO leadership with daily analysis and reporting to support overall portfolio management * Managed technology compliance activities for DCTS PMO through integrated project plan reviews * Partnered with project management stakeholders and led efforts to ensure task completion and compliance with enterprise guidelines * Became proficient and implemented use of Tableau, a business intelligence software, within the Direct Channels Technology Solutions PMO to instill a working understanding of TDBG project planning methodology * Actively participated in TD's Women in Leadership events and utilized networking opportunities

* Assisted in tax preparation during peak season to ensure clients had proper tax forms and were delivered to accountants completed, prior to internal audit * Delivered daily bank deposits and ensured all accounts were balanced and recorded in general ledger * Managed business accounts and ensured records were kept up-to-date with most recent financial account information * Responsible for completing data entry for new and existing clients

* Managed and serviced over 60 client accounts and performed a range of duties including account maintenance, servicing, and client interaction * Daily management of Personal Finances Management’s balance sheet to ensure debits and credits match bank receipts and all accounts were current * Face-to-face client interaction; ensured clients were aware of their budgets and financial situations, maintained client records were kept up-to-date, and made certain clients were satisfied with our services * Supported President of company in daily business management, including managing and monitoring client accounts, and ensuring business performance remained optimal * Assisted in tax preparation during peak season to ensure clients had proper tax forms and were delivered to accountants * Spearheaded initiative to update Quicken to QuickBooks software, which resulted in higher customer scalability and internal performance * Managed monthly invoicing process to clients, which included creating, mailing, and delivering invoices

* Managed office operations of interior design firm which provided end to end decorating and furnishing * Oversaw client billing and ensured client files were kept current with order history and invoicing * Responsible for ensuring supplier orders were placed, accurate, and delivered to either client or office * Priced all merchandise in store and assisted customers face to face with purchasing and order placement

Activities and Societies: Phillips Travel Scholarship recipient Italian Honors Society Student Worker Alliance for Tutoring Society of Leadership and Success