Strategic Finance Analyst I
CurrentPerformed ARR corrections daily utilizing SQL, Recurly, and Salesforce.Coordinated with GTM teams to ensure ARR correction accuracy.
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@circustrix.com
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Cassidy Kohlert is listed as FP&A Analyst at Lucid Software at Lucid Software, a with 689 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at circustrix.com and a matched LinkedIn profile for Cassidy Kohlert.
Cassidy Kohlert previously worked as Strategic Finance Analyst I at Lucid Software and Wedding & Family Photographer at Cassidy Kohlert Photo & Video. Cassidy Kohlert holds Finance, 3.9 Gpa from Brigham Young University.
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AeroLeads found 1 current-domain work email signal for Cassidy Kohlert. Compare company email patterns before reaching out.
I am a strategic finance analyst at Lucid Software, BYU finance graduate, and wedding photographer. These roles have taught me diligence, communication, organization, and entrepreneurial skills.
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A career timeline built from the work history available for this profile.
Fort Lauderdale, Florida, United States
Performed ARR corrections daily utilizing SQL, Recurly, and Salesforce.Coordinated with GTM teams to ensure ARR correction accuracy.
Fort Lauderdale, Florida, United States
Provo, Utah, United States
Held weekly office hours to help students understand class topics.Graded assignments and provided meaningful feedback.
South Jordan, Utah, United States
Analyzed trends in actual vs budgeted amounts for last eight quarters and presented findings to stakeholders.Researched and created a detailed analysis comparing organizational structure to other SaaS companies.Implemented LRP ARR model into Adaptive, while maintaining its existing functionality.Updated sales & CX breakeven analysis.Designed and automated a spreadsheet for IR comparing company financial metrics to public peers. Presented internship findings to CFO and SVP of Finance.Became proficient in Adaptive, Microsoft Excel, VBA, Google Sheets, and the LucidSuite products.
Provo, Utah, United States
Managed accounts payable for 98 park locations nationwide.Coordinated frequently with park general managers and vendors.Coded, batched, and billed hundreds of invoices daily.
San Clemente, California
Posted account charges and managed company's general ledger.Fulfilled several orders daily and coordinated with customers nationwide.
Lima, Peru And Las Vegas, Nevada
Supervised and trained a team of 14 other volunteers and ensured their development.Prepared and conducted training meetings on goal setting and productivity.Ran and managed monthly Facebook advertisements.Became fluent in Spanish and taught 3+ English classes weekly.Developed an English skills center for the community.Worked 12-hour days for 18 months.
San Ramon, California, United States
Managed accounts payable and coordinated with vendors regularly.Assisted with quarter-end close activities and account reconciliations.Organized and filed vendor invoices.
Other employees you can reach at golucid.co. View company contacts for 689 employees →
Liz Grassley
Colleague at Lucid SoftwareSalt Lake City Metropolitan Area, United States
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CW
Christian Winwood
Colleague at Lucid SoftwareSalt Lake City Metropolitan Area, United States
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Alex Williams
Colleague at Lucid SoftwareProvo, Utah, United States
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Anders Evensen
Colleague at Lucid SoftwareSalt Lake City Metropolitan Area, United States
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Mohammad Mahbub
Colleague at Lucid SoftwarePort St Lucie, Florida, United States
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Lucy Morgan
Colleague at Lucid SoftwareCambridge, Massachusetts, United States
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Micah Buuck
Colleague at Lucid SoftwareSalt Lake City, Utah, United States
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Matt Spataro
Colleague at Lucid SoftwareSalt Lake City Metropolitan Area, United States
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Maggie Pierce
Colleague at Lucid SoftwareChapel Hill, North Carolina, United States
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Kristy Palombo
Colleague at Lucid SoftwareProvo, Utah, United States
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Activities and Societies: member of BYU's Finance Society and Women in Business clubs
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Cassidy Kohlert works for Lucid Software.
Cassidy Kohlert is listed as FP&A Analyst at Lucid Software at Lucid Software.
AeroLeads has found 1 work email signal at @circustrix.com for Cassidy Kohlert at Lucid Software.
Cassidy Kohlert is based in Fort Lauderdale, Florida, United States while working with Lucid Software.
Cassidy Kohlert has worked for Lucid Software, Cassidy Kohlert Photo & Video, Brigham Young University, Circustrix, and Next Advanced Medicine.
Cassidy Kohlert's colleagues at Lucid Software include Liz Grassley, Christian Winwood, Alex Williams, Anders Evensen, and Mohammad Mahbub.
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Cassidy Kohlert holds Finance, 3.9 Gpa from Brigham Young University.
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