Katelyn Locklear Email & Phone Number

Memphis, Tennessee, United States

Chandler, Arizona, Us

Chandler, Arizona, Us

Chandler, Arizona, Us

Reporting directly to the Director of FP&A within a publicly traded company with ~$900M topline (2019) revenue ∙ Financial support for ~$100M operating expenses ∙ Work with Executives and Senior Managers to evaluate and drive business performance ∙ Created and rolled out next level reporting in Power BI and leveraged system as a service service tool for Shared Service ∙ Designed forecast accuracy dashboard and managed KPI reporting ∙ Organization Consolidation of monthly business results and preparation of various flux analyses to support management reporting ∙ Assist in preparation for Quarterly Earnings Calls ∙ Lead financial review meetings with key stakeholders and communicate results to business partners ∙ Manage the quarterly forecasting and annual plan processes as well as develop action plans to exceed financial targets ∙ Develop next level reporting capabilities that provide management with clear, accurate and actionable messages ∙ Lead effort to automate and improve reporting efficiencies (Power BI Super User) ∙ Serve as lead for ad hoc projects and analysis.

Menlo Park, Ca, Us

Second promotion within two years and transitioned to supporting the Self Perform organization $144M, 2000+ employees ∙ Assisted in creating project time allocation process using standard rates which is being leveraged across the company ∙ Streamlined time tracking process and put in place strict data requirements to ensure accuracy and data integrity ∙ Integrated three acquired companies into our processes ∙ Launched & assisted in creating intercompany job costing & billing methods ∙ Process creation and continuous improvement ∙ Created data model to forecast labor cost at completion for 11 trades on 30+ projects ∙ Identified root cause and reclassified $26M of miscoded data ∙ Key audit support ∙ Leverage data tools like Power BI, Tableau and Periscope to communicate costs, trends and assist in forecasting.

Menlo Park, Ca, Us

Promoted within 1 year ∙ Financial support for 11 construction projects worth $120M ∙ Worked directly with Project Managers to estimate cost of jobs at completion, manage costs and maintain margins ∙ Forecast monthly and present status updates to stakeholders using Power BI ∙ Created and implemented detailed forecasting spreadsheet using data modeling and created standard cost categories to leverage across 30 projects ∙ Drive standardization, accountability and accuracy ∙ Learned data modeling and trained Project Finance team ∙ Key audit support ∙ Data clean up and cost control implementation ∙ Process creation and continuous improvement.

Germantown, Wi, Us

Promoted to Management ∙ Report directly to CFO to assist in managing top line while providing support to C-Suite and Private Equity Firm ∙ Manages department employees, systems and processes ∙ Assists in gathering and presenting data for acquisitions ∙ Manages the Demand Planning Process which coincides with the Sales and Operations Planning (S&OP) Process to align the business via market demands to assist in accurate production planning ∙ Set forecast accuracy improvement targets to drive Sales Teams to improve Demand Planning efficiency ∙ Oversees the Item Master Set Up (IMS) process to ensure data integrity within the Ross system ∙ Supervise and facilitated the creation of IMS process which has not been updated for 10+ years, trained 50+ employees on new process ∙ Includes all responsibilities from prior role within company.

Germantown, Wi, Us

Report directly to CFO to assist in managing top line while providing support to C-Suite and Private Equity Firm while assisting in presentations for the Board ∙ Prepare and summarize data, forming analyses, present findings, and make recommendations based on findings to maximize profit margins ∙ Built performance-tracking databases, budgets, and forecasts to showcase results down to SKU level detail for each of the seven business segments ∙ Created customer / product pricing process and advise on pricing strategies to ensure profitability through changing commodity markets ∙ Activity-based and standard costing evaluations ∙ SKU rationalization ∙ Month End, Quarter End & Year End closing activities ∙ Create and maintain weekly / monthly dashboards for sales and margin visibility ∙ Track cost savings initiatives and plant performance ∙ Assisted in creation of Stage Gate Process for New product Development.

Milwaukee, Wi, Us

Offered P/L support, $338M Sales, $49M Selling Expense, to VP of NA ∙ Analyzed and distributed monthly financial results ∙ Developed management reports to provide visibility of operating results and trends to improve profitability ∙ Provided recommendations to improve cross functionality of organization ∙ Assisted in presentation preparation ∙ Budgeting, forecasting, closing activities.

Milwaukee, Wi, Us

Provided global finance support to CTO, R&D and Marketing Directors ∙ Evaluated business cases (ROI) for new product development (NPD) ∙ Reported on organic growth ∙ Budgeting, forecasting and other ad-hoc analysis ∙ Prepared monthly financial reporting globally for $41M NPD Sales and $41M R&D Expense ∙ Assisted in setting KPI’s to track sales performance and NPD vitality ∙ Prepared presentation for CEO and direct reports on innovative activities ∙ Tracked actual revenue and pipeline revenue from NPD’s by region and product line.

Jacksonville, Fl, Us

Collected and analyzed data for 18 business segments generating $11M in revenue ∙ Prepared and reported financial statements for Finance Manager and Division Controller in compliance with SEC and GAAP reporting guidelines ∙ Performed Balance Sheet review and maintained reconciliation schedules ∙ Assisted with audits ∙ Prepared journal entries and asset management forms ∙ Completed month end close within strict two-day deadline ∙ Forecasted for monthly and yearly changes with accuracy measurement goal of 4%.

Jacksonville, Fl, Us

Reconciled and analyzed over 50 domestic and international GL accounts and banks ∙ Worked closely with the Accounting Manager / Treasury / AR / AP and other key contacts to resolve substantial items ∙ Reviewed over 35 subsidiary reconciliations ∙ Prepared journal entries using Oracle ∙ Updated GRASS, SharePoint, and Bank / GL matrix for management review ∙ Centralized common accounting functions from remote offices to Jacksonville through acquisitions.

Jacksonville, Fl, Us

Prepared the Balance Sheet and Income Statements for the Accounting Manager ∙ Analyzed financial statements and explained variances ∙ Managed over 16,000 fixed & prepaid assets valued over $500M using PeopleSoft ∙ Controlled and administered the GL Reconciliation of Accounts for audit and compliance ∙ Developed depreciation and amortization schedules for about $6.4M ∙ Regulated and reconciled over 40 control and subsidiary accounts ∙ Centralized common accounting functions from remote offices to Milwaukee through acquisitions.

Herdorf, De

Managed shipping / receiving of inventory using Fishbowl Software ∙ Practiced timely quality shipping / receiving according to ISO 9001 standards ∙ Educated as to German engineered products and light assembly ∙ Created effective document filing and storage system ∙ Established and maintained employee files ∙ Reported to the Office Manager, worked closely with the President ∙ Processed Accounts Receivable and Accounts Payable using QuickBooks software ∙ Reconciled financial statements at month end ∙ Educated on reconciling year-end financial statements.