Katherine Greer Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, United States

Wilmington, North Carolina, United States

Greater Pittsburgh Area

• Logging/tracking POs, matching POs to invoices, entering POs and invoices into PSL, printing checks
• Vendor entry and maintenance in PSL; communicating with departments and vendors to open credit accounts
• Auditing Petty Cash, entering driver meal money in PSL, entering Cashet in PSL
• Maintaining organization in the Accounting office via defined filing and tracking processes, opening office mail

Greater Pittsburgh Area

• Manage industry classifications for 40,000+ credit customers for industry trends, and presentation to the board
• Maintain a shared storage and filing system for all department files, reports, and procedures
• Provides exposure trend analyses; investigate discrepancies and variances for senior management review
• Maintain customer profiles to ensure accuracy (i.e. borrower ratings, merger/acquisition activity, loan balances, client hierarchy, industry classification, entity type/subtype)
• Complete quarterly federal regulatory submissions and documentation as necessary
• Tracks status of customers affected by wildfires, hurricanes, etc. that impact their ability to conduct business

Greater Pittsburgh Area

• Performed monthly, quarterly, and annual data and exposure validation for systemically significant financial institutions (i.e. up-to-date borrower rating, correct limit and exposure figures, correct client hierarchy.
• Ensured past-due borrower ratings are remediated for direct credit/global markets customers; reach out to internal partners and senior management when necessary
• Facilitated weekly Clearinghouse meeting – run, format, and disseminate report to client portfolio managers and credit department heads for review and feedback regarding credit risk and business decisions prior to.
• Developed Sarbanes-Oxley-compliant control documents, procedural documents, and checklists for departmental credit risk reporting tasks

Greater Pittsburgh Area

• Maintained store cash and store credit card fees sub ledgers in ReconNet, including data integrity, balance file loading, data purge, and General Ledger Mapping.
• Ensured audited sales transfer to the General Ledger timely and accurately
• Completed analysis on centrally managed accounts, including forecast guidance and expense control initiatives
• Responsible for the preparation and review of account reconciliations and journal entries
• Oversaw Sales Journal General Ledger mapping and I-series & Oracle GL interfaces.
• Responsible for Sarbanes-Oxley internal control compliance

Greater Pittsburgh Area

• Participated in four rotations spanning core finance disciplines, including opportunities in Sales Audit, Accounts Payable, Accounts Receivable, Payroll and Finance Support. Accounts Payable Rotation:
• Facilitated invoices getting into the AP system and to the appropriate approvers
• Investigated and resolved invoice or payment discrepancies with suppliers
• Identified opportunities for process and work flow improvements
• Additional responsibilities as assignedSales Audit & Accounts Receivable Rotation:
• Reconciled bank activity with point of sale activity for all tenders

Greater Pittsburgh Area

• Partnered with faculty leading a research study to develop a sustainable community engagement program with the Wood Street Commons affordable housing development in downtown Pittsburgh to provide career assistance.
• Researched existing, adaptable marketing modules for use in sales career development training presentations.

Certificate, Business And Management Of Entertainment

Coursework: Pre-Production and Production for Film and Television, The Business of Entertainment, Movie Magic Budgeting, Independent Film.

Master Of Business Administration (M.B.A.), Sustainability

Activities and Societies: Net Impact, Sustainability Fellow, Association for Corporate Growth Case Competition, Aspen Business and Society.

Bachelor Of Arts (B.A.), Actuarial Science

Activities and Societies: University of Cincinnati Women's Soccer, The National Society of Leadership and Success