Katie Buchanan
Project Delivery Manager at Pittman & Brooks
- Role
- Project Database Manager at Pittman & Brooks, P.C
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Katie Buchanan
Radiantly positive individual - strong activator - true people person with a mind for the technical Enneagram: 1 CVI: Innovator (21), Banker (20), Merchant (18), & Builder (13)
Experience
Project Database Manager
Jun 2022 — Present · Portland, OR, US
Key Responsibilities:1. ERP & Workload Management- Oversee Pittman & Brooks\' ERP, CCH Axcess Workflow- Utilize CCH Axcess Workflow to monitor the firm’s workload and processes- Ensure timely project completion and due date adherence- Coordinate with staff for project assessment and resource reallocation- Maintain database accuracy and liaise with XCM for software issue resolution.2. Data Management & Reporting- Use Excel for task prioritization, workload monitoring, and statistical reporting- Prepare reports for staff/shareholder review.3. Process Improvements- Innovate processes for enhanced efficiency- Research tax return current events for new deliverables.4. Staff Training & Support- Enhance staff\'s database knowledge- Address software-related inquiries.5. Digital Presence- Manage the firm\'s online image, overseeing Instagram and LinkedIn activities- Update website content regularly- Oversee the creation of the General Ledger, the firm’s internal newsletter.6. Recruitment- Lead firmwide recruitment- Source from LinkedIn/Indeed and conduct preliminary interviews.7. Billing & Client Communication- Use CCH PM Time for monthly client billing- Ensure billing accuracy and timely client communication- Send mass reminders on filing/payment deadlines.8. IT & Systems- Provide IT support and act as one of two Systems Administrator- Partner with IT vendors and promote best practices.Software Expertise- Wolter Kluwers CCH Suite: Axcess Workflow, PM Time Entry, and Engagement & Document- Xcentric Cloud - Lacerte - QuickBooks - SurePrep FileRoom - FuelCMS - Insight.ly - Sharefile - Microsoft Office Suite
Education
University of Portland
Bachelor of Business Administration (B.B.A.), Marketing, Cum Laude
2017 — 2020
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