Katherine Schlegel

Bachelor's

Human Resources

ERNST & YOUNG (EY)

People Consulting Staff

Work with clients to understand current state needs and advise on human-resources related strategies to address organizational gaps. See below for descriptions of my services provided to various clients: Global Financial Services Company ● Spearheaded migration of 250 users onto the platform, Asana, driving the adoption of the work management tool to increase project efficiency and eliminate team silos across high-impact projects ● Architected and facilitated comprehensive training programs for project managers and directors, empowering leaders and staff to leverage Asana for maximum productivity and accountability ● Established and optimized project management frameworks for five functional towers and twenty workstreams, ensuring preparation for executive forums and enhancing stakeholder alignment ● Synthesized complex data and produced executive-grade reports on program status, directly influencing senior leadership decision-making Fortune 500 Financial Services Firm ● Orchestrated the launch of eight strategic workstreams, driving go-live readiness through detailed project planning and high-frequency executive communications ● Engineered a Consolidated Requirements & Recommendations (CRR) Matrix to streamline and prioritize more than 40 regulatory remediation mandates from SEC, FINRA, and government consultancies, accelerating compliance timelines ● Drafted executive messaging and developed a comprehensive change playbook, communication strategy, and stakeholder impact assessments, supporting a culture of transparency and high employee engagement Multinational Retail and Commercial Bank ● Refreshed skills taxonomies and pioneered a data-driven approach to Liquidity capability/capacity self-assessments for all three lines of defense ● Socialized the capability and capacity self-assessments with key people leaders to align hiring and upskilling strategies with identified gaps across in-scope populations ● Presented actionable recommendations to executive stakeholders, influencing workforce planning and resource allocation for the forthcoming fiscal year Digital Banking and Payment Services Company ● Refreshed the annual skills assessment framework (ASKA), mapping technical competencies to auditable entities and ensuring full audit coverage ● Designed and rolled out individualized KPI scorecards, learning plan templates, and a targeted training curriculum, closing skill gaps across audit teams ● Co-led the launch of a digital learning academy, accelerating continuous learning and onboarding of new hires via a three-day orientation and tailored collateral Energy Equipment Manufacturing and Services Company ● Assessed future state impacts of generative artificial intelligence (GenAI) across people, process, and technology, identifying key stakeholder groups and quantifying readiness ● Developed a 3-point scoring methodology and graphical scorecards to communicate change impact severity, enabling targeted change interventions for GenAI users ● Shaped communication strategies and governance principles to ensure successful change adoption and organizational alignment