Kat Fitzgerald Email & Phone Number

San Diego Metropolitan Area

San Diego, California

-Led and supervised team of royalty analysts to prepare, review, and pay royalties within quarterly deadlines-Reviewed contracts and agreements to ensure proper rates, deductions, and advances were used in royalty calculations-Prepared and analyzed financial forecasts utilized by multiple departments to evaluate contract terms/extensions-Responded to internal and external inquiries related to royalties and other project-related financials-Assisted Finance and Accounting leadership with routine and ad-hoc reporting, analyses, and special projects-Enhanced manual royalty process to accommodate a work-from-home environment in 2020-Built user friendly and collaborative P&L template used by other departments to determine profitability of potential projects-Completed forecast requests from both internal and external business partners

San Marcos, California

-Created, optimized, and analyzed comprehensive financial reports such as routine operating reports and dashboards, monthly financial statements, and comparative performance analyses-Provided analytical support to over 50 nursing facilities in California and Nevada-Tracked financial results against budgets/forecasts and prepared variance and trend analyses within a rapidly changing business environment-Automated and enhanced reports and processes using Excel macros and VBA

Europe

San Diego, California

-Created, maintained, and updated Profit & Loss statements for all individual products sold-Managed monthly and weekly tracking reports for pre-orders and estimated/actual sales-Generated projections for upper management to determine whether a potential project will be profitable-Evaluated reports, P&L statements, and print prices to assist in production schedule and print runs-Reconciled sales from multiple platforms on a daily and monthly basis-Assisted royalty department during preparation and review of quarterly statements

Greater San Diego Area

-Performed an audit of IDW’s inventory held outside of the company-Created an automated report to reconcile each title based on information pulled from various databases

Greater San Diego Area

-Provided operational, analytical, and compliance-related support for several highly regulated programs offered to elite advisors-Managed direct relationships with advisors who participated in programs offered by Sales-Conducted due diligence reviews of advisory firms and their representatives-Created and maintained reports detailing program statistics used for risk reviews, audit requests, and general inquiries from internal business partners-Collaborated with sales, compliance, and legal teams to address escalated issues and inquiries from upper management on both Retail and Institutional sides of the company-Actively improved team efficiency by revamping standard procedures that help streamline workflow-Was a subject expert on program processes and regulations surrounding operations

Greater San Diego Area

-Researched invoices for multiple offices across the nation while department transitioned regions-Provided support to colleagues by processing invoices and locating the appropriate backup information for pending checks-Maintained Excel reports that tracked the payment status for all invoices -Multitasked and prioritized responsibilities on a daily basis

Greater San Diego Area

-Assisted in the management of sponsorships for an event that raised over $72,000-Generated and mailed correspondence to current and prospective clients-Excelled at administrative activities such as filing and document procurement -Prepared statements and meeting materials for account performance reviews

Finance

Activities and Societies: Student Finance Association, Financial Planning Association of University of San Diego Student Chapter, Dive.

Education record