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Erika Yates, CPA

Independent Consultant

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Speaking fee: $

A Bit About Me

Work Experience

Heitmeyer  Consulting

Break for family time, then PwC and EY in USA and UK.

Director - Advisory and Consulting ServicesDirector - Advisory and Consulting Services

Heitmeyer Consulting · Full-time Heitmeyer Consulting · Full-timeJul 2022 - Present · 2 yrs 3 mosJul 2022 to Present · 2 yrs 3 mosCleveland, Ohio, United States

  • Full-time parenting

    Career BreakCareer BreakMar 2020 - Jul 2022 · 2 yrs 5 mosMar 2020 to Jul 2022 · 2 yrs 5 mos. Cleveland, Ohio

      • I am extremely grateful and fortunate to have experienced a positive side of the pandemic by being able to take a career break while we welcomed a beautiful baby into the world and settled into life in the US after living in London for 10 years. Enjoying all the special firsts in the early months of our baby's life created memories I will always cherish.

  • Global Strategic Account Management, Senior Manager – Sales & MarketingGlobal Strategic Account Management, Senior Manager – Sales & Marketing

    PwC · Full-timePwC · Full-timeNov 2018 - Mar 2020 · 1 yr 5 mosNov 2018 to Mar 2020 · 1 yr 5 mosLondon, United Kingdom

      • Led a global team of account managers and relationship directors driving strategic profitable growth for one of PwC’s Top 10 largest accounts; “chief of staff” to the Global Relationship Partners and primary PwC contact / Commercial Director for the client's Vendor Relations Management team.
        - Led development and execution of the first EMEA FS Global Account Planning Experience of >50 Partners from three continents with client speakers; received incredible praise from Global FS Leadership with the model being rolled out across more accounts
        - Collaborated with Global Relationship Partners to develop a transformational three-year strategic vision
        - Initiated a brand enhancing Innovation & Disruption Day alongside a senior client in the PwC digital center, received positive feedback from all 17 senior client leaders resulting in >$500k of opportunities and new client relationships; the event was the first major credential in the Disruption campaign and leveraged for further client workshops
        - Implemented a new global database for the client to report investments and pipeline across the account
        - Successfully teamed on a strategically important proposal resulting in $500k of revenue while managing the overall proposal process with procurement
        - Selected for and participated in Stratosphere – an immersive digital training program for Senior ManagersLed a global team of account managers and relationship directors driving strategic profitable growth for one of PwC’s Top 10 largest accounts; “chief of staff” to the Global Relationship Partners and primary PwC contact / Commercial Director for the client's Vendor Relations Management team. - Led development and execution of the first EMEA FS Global Account Planning Experience of >50 Partners from three continents with client speakers; received incredible praise from Global FS Leadership with the model being rolled out across more accounts - Collaborated with Global Relationship Partners to develop a transformational three-year strategic vision - Initiated a brand enhancing Innovation & Disruption Day alongside a senior client in the PwC digital center, received positive feedback from all 17 senior client leaders resulting in >$500k of opportunities and new client relationships; the event was the first major credential in the Disruption campaign and leveraged for further client workshops - Implemented a new global database for the client to report investments and pipeline across the account - Successfully teamed on a strategically important proposal resulting in $500k of revenue while managing the overall proposal process with procurement - Selected for and participated in Stratosphere – an immersive digital training program for Senior Managers.

  • Board Member, Vice Chair of FinanceBoard Member, Vice Chair of Finance

    Non-Profit American Political OrganizationNon-Profit American Political OrganizationDec 2016 - Dec 2018 · 2 yrs 1 mo Dec 2016 to Dec 2018 · 2 yrs 1 moLondon, United KingdomLondon

January 2023 - June 2024

EYEY

13 yrs 8 mos13 yrs 8 mos

  • Business Development Leader - Financial Services Fraud Investigation & Dispute Services (FIDS)Business Development Leader - Financial Services Fraud Investigation & Dispute Services (FIDS)

    Jul 2014 - Dec 2016 · 2 yrs 6 mosJul 2014 to Dec 2016 · 2 yrs 6 mosLondon, United KingdomLondon, United Kingdom

      • Created a new role to lead the development and execution of the financial services growth and go-to-market strategy for the forensic practice in London as part of the senior leadership team; resulted in the team more than trebling revenue within two years and significantly exceeding growth goals.
        - Led a global Financial Benchmarks & Indices sales campaign that won an EMEIA wide competition with our multi-disciplinary cross service line team
        - Facilitated sessions and collaborated to develop innovative solutions leveraging technology to support clients with their strategies and challenges
        - Led external market activities, building and owning senior client relationships within financial services organisations and law firms, and enhancing overall EY FIDS brand in the market
        - Researched market trends and engaged with regulators advising clients on regulatory compliance
        - Drove sales and pipeline activity across portfolio of priority accounts and key sales campaigns
        - Developed and led implementation of overall team governance, operations, and reporting, in preparation of accelerated growth
        - Strategic advisor and coach to Partners and Directors serving the financial services market, often worked alongside senior firm leaders

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