Kate Halfwassen Email and Phone Number
Kate Halfwassen work email
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Kate Halfwassen personal email
Kate Halfwassen is a Co-Owner | Chief Get It Done Officer | Growth Consultant at Halfwassen & Associates, LLC. She possess expertise in financial analysis, six sigma. Colleagues describe her as "I have had the opportunity of working with Kate for over 9 years. I have always found Kate to be diligent and focused on process improvement. She has high expectations of herself to deliver a quality work product by taking the time upfront to understand the analysis and end goal. She accepts appropriate questions and does a great job training and involving her staff." and "Kate Halfwassen is one of the most talented Finance Manager's with an ability to coach, train and support our management team. Kate is an exceptional communicator and team leader. I strongly recommend Kate as an exceptional Finance Manager and Leader. Fara Gold"
Halfwassen & Associates, Llc
View- Website:
- mkebusinesscoach.com
- Employees:
- 5
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Co-Owner | Chief Get It Done Officer | Growth ConsultantHalfwassen & Associates, LlcMilwaukee, Wi, Us
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Chief Get Things Done Officer | Coach And CheerleaderHalfwassen & Associates, Llc Mar 2020 - PresentMilwaukee, Wisconsin, United StatesUsing my 20+ years of experience in for- and non-profits to humbly listen to small business owner's hurdles and brainstorm ways to bust through the obstacles together, to generate financial growth and operational efficiency. -
CfoZoological Society Of Milwaukee Jun 2020 - Jan 2024Milwaukee, Wisconsin, United States -
CfoDiscovery World, Ltd. Jun 2016 - Mar 2020Milwaukee, Wi*Implemented proper financial processes via a bottoms-up budget process, monthly reporting for department heads, and monthly financial operations meeting open to all staff*Fostered transparency through ongoing staff coaching to create awareness on all levels of how operational decisions impact financial reporting and data, presenting to Finance Committee, Executive Committee, and Board of Directors on a regular basis*Oversaw selection and re-opening of the museum's gift shop, ensuring a cohesive guest experience and maximum sales/capita*Drove the organization's transition to a new 401k provider, resulting in a better employee benefit and lower fees*Guided two organization-wide pricing increase processes, securing both qualitative staff feedback and quantitative competitor data*Ran RFP process with four different banks for capital campaign debt, resulting in best-possible debt terms *Facilitated closure and proper GAAP accounting with external legal and accounting counsel for $13.3M New Markets Tax Credit (NMTC) transaction, including refinancing exit fees thus extending payment over a longer time frame and freeing up cash flow for direct mission fulfillment*Secured buy-in from Board of Directors and senior leadership for the merger of vestigial NMTC entities into Discovery World, Ltd. using various explanatory tools*Oversaw the establishment of organization's first-ever capital reserve for future major CapEx needs, through educating entire staff on financial stewardship during seasons of strong operational performance*Negotiated various system and policy rate reductions
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Director Of FinanceBrookdale Senior Living 2006 - Jun 2016* Oversaw management of $265MM General & Administrative Income Statement, providing monthly and quarterly estimates to senior management* Oversaw the provision of quarterly metrics to Board of Directors and external auditors for 10-Q filing* Designed and implemented Clarity software budgeting and projection tool* Implemented time tracking tool for "floating" positions, eliminating manual spreadsheets and saving 1.5 days of work during month close* Trained 90+ department heads on new Clarity software, budget process, and projection timing* Created pro-forma financials for existing property expansions and conversions; tracked actual performance vs. projected yields* Oversaw management of joint venture real estate financial relationships* Oversaw management of external relationship with lenders and owners of 79 properties in 10 portfolios -
Growing Spaces Project Coordinator (Volunteer Position)Growing Spaces 2007 - Dec 2015Growing Spaces is a first-of-its-kind partnership between Growing Power, Inc., an urban agricultural training organization, and the Lynde & Harry Bradley Technology & Trade School - Construction Academy (Bradley Tech), a trades-education based public high school, to build an urban agricultural training space and green garage, complete with an intensive roof garden for year-round food production, in the Milwaukee Riverwest neighborhood. Growing Spaces demonstrates a replicable model for partnerships between those working in sustainable urban green construction and in agriculture.
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Financial Management Program AnalystGe Healthcare Jul 2003 - Aug 2005* Rotated through four six-month multi-faceted financial roles in Manufacturing, Sales, Internal Control and Service* Accomplished over $1MM in cash flow savings by executing Just-In-Time parts arrival system for X-Ray hanger line, utilizing both Lean and Six-Sigma methodologies* Diagnosed leakage root-causes in contract fee payment to customers; performed Six-Sigma analysis to provide long-term fix, resulting in $1MM in ongoing annual cash savings* Identified and implemented strategic fix for Manufacturing scrap process, in keeping with GAAP rules* Coordinated $4MM lease conversion for Aurora hospitals through direct customer interaction* Managed $15MM Income Statement, providing accurate monthly estimates* Factilitated and ensured GE Healthcare Information Technologies compliance with Sarbanes-Oxley 404 document retention requirements* Achieved Six Sigma Green Belt certification
Kate Halfwassen Skills
Kate Halfwassen Education Details
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Business Administration, Japanese -
American School In Zurich - Zurich, Switzerland -
Colegio Internacional De Carabobo - Valencia, Venezuela
Frequently Asked Questions about Kate Halfwassen
What company does Kate Halfwassen work for?
Kate Halfwassen works for Halfwassen & Associates, Llc
What is Kate Halfwassen's role at the current company?
Kate Halfwassen's current role is Co-Owner | Chief Get It Done Officer | Growth Consultant.
What is Kate Halfwassen's email address?
Kate Halfwassen's email address is kh****@****rld.org
What schools did Kate Halfwassen attend?
Kate Halfwassen attended University Of Michigan, American School In Zurich - Zurich, Switzerland, Colegio Internacional De Carabobo - Valencia, Venezuela.
What are some of Kate Halfwassen's interests?
Kate Halfwassen has interest in Poverty Alleviation, Education, Children.
What skills is Kate Halfwassen known for?
Kate Halfwassen has skills like Financial Analysis, Six Sigma.
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