Mickey Katz

Director, Strategy & Transactions @ EY-Parthenon | Cornell MBA | Former Yext, WTW

New York City Metropolitan Area

About

I’m a strategy and operations leader with over a decade of experience spanning consulting, technology, and organizational transformation. My background combines analytical problem-solving, process optimization, and team leadership across large-scale programs and high-growth companies. I thrive on building structure in ambiguity, managing cross-functional teams, and designing data-driven systems that align people, process, and technology. Whether leading spin-offs and divestitures at Fortune 100s or scaling customer success operations in tech, I bring a balance of strategic thinking and hands-on execution to every challenge.KEY HIGHLIGHTS: ❖ Directed global project management and IT workstreams for Fortune 100 separations, leading teams across multiple functions and time zones❖ Built and scaled operational infrastructure for a 300+ person Customer Success organization, driving data integrity and workflow efficiency❖ Led cross-functional initiatives that streamlined reporting, automation, and forecasting, saving over $300K and 750 hours annually❖ Partnered with senior leadership to design scalable processes, upskill teams, and align business strategy with technology delivery❖ Recognized for developing high-performing teams, mentoring junior colleagues, and advancing multiple direct reports to promotionSKILLS & AWARDS: Competencies: Strategic Planning & Execution | Program & Portfolio Management | Enterprise Planning | M&A Advisory| Forecasting & Analytics | Operating Model Design | Process Optimization | Stakeholder Alignment Program Management: M365 Suite, Smartsheet, Jira, Zendesk, SDLC, Capital EdgeAutomation & Reporting: SQL, Python, VBA, Git, Power BI, Tableau, Looker, SalesforceLanguages: English (Native), Hebrew (Fluent), Spanish (Intermediate)Awards: Think Big Award (Customer Success) | Yexpert Award (Operations) | MacGyver Award (Operations)

Experience

  • Director, Strategy & Transactions at EY-Parthenon
    2022 - Present · 4 yrs 7 mos

    Director, Strategy & Transactions (2024 - Present) Senior Consultant, Strategy & Transactions (2022 - 2024) ● Direct enterprise-level transformation and separation initiatives for Fortune 100 companies, serving as program lead for multi-year IT carve-outs, and spin-offs exceeding $500M in total program value ● Partner with executive sponsors and C-suite leadership to define strategic priorities, resource allocation, and KPI frameworks that link program outcomes to corporate objectives ● Manage 5 - 8 direct and indirect reports (domestic and offshore), providing mentorship, performance management, and career development ● Serve as subject matter expert (SME) on process design, technology readiness, and program execution for senior client stakeholders ● Oversaw the global PMO for a 30-person cross-functional IT team spanning cybersecurity, infrastructure, cloud, data, and applications, ensuring alignment across technology, finance, and business stakeholders ● Functioned as technical SME across tools and systems, designing workflows and leading training sessions for internal and client teams

  • Johnson Cornell Tech MBA Student, Class of 2022 at Cornell Johnson Graduate School of Management
    2021 - 2022 · 1 yr

    Honors: Graduated with Distinction | Albert Fried, Jr. Fellow | Michael R. Riordan Memorial Scholar | Dean’s List x3 | GMAT 740 | Studio Code Award Leadership Positions: MBA Program Representative, Cornell Tech Student Government Student Representative, Cornell Tech Academic Integrity Hearing Board

  • Senior Manager, Customer Success Strategy & Operations at Yext
    2016 - 2021 · 5 yrs

    Senior Manager, Customer Success Strategy & Operations (2020 - 2021) Manager, Client Delivery & Consulting Operations (2019 - 2020) Senior Analyst, Client Operations (2017 - 2019) Analyst, Client Operations (2016 - 2017) ● Architected and led the technical and operational framework supporting a 300+ person Customer Success organization, enhancing data visibility and team efficiency ● Spearheaded process improvement and automation efforts across customer operations, saving $300K and 750 person-hours annually ● Managed development and rollout of Artificial Intelligence (AI) tool for biggest department workflow, increasing accuracy and halving time to completion; functionality was subsequently integrated into client-facing production platform ● Designed and implemented revenue reporting systems for the professional services organization, reducing month-end close from 6 to 2 days, improving accuracy and accountability ● Directed the service desk migration from Jira to Zendesk, consolidating workflows, improving response times by 20%, and saving $25K in operational costs ● Served as departmental liaison for company-wide cloud migration, ensuring zero downtime and seamless service continuity ● Created and scaled new technical leadership role within Client Delivery, doubling team capacity and improving delivery quality ● Selected for international assignment in London to pilot a new Implementation Manager role and streamline global processes

  • Senior Analyst, Executive Compensation at Willis Towers Watson
    2014 - 2016 · 2 yrs

    Senior Analyst, Executive Compensation (2015-2016) Analyst, Executive Compensation (2014-2015) ● Built bespoke compensation model for 50,000 employees for national grocery chain, providing path to market competitiveness; model was later productized and sold to clients ● Conducted global executive compensation analysis and incentive redesign for multinational retail brand ● Selected for 4-month secondment with Boston-based Fortune 500 financial services firm and prepared presentations for review by Board of Directors’ Compensation Committee