Katherine Walton Email & Phone Number

Greater Seattle Area

R&DI Portfolio Management

● Responsible for end to end financial management of $20M annual portfolio of IT projects supporting the Development organization. Provided monthly updates to R&DI senior management of the portfolio’s financial health.● Developed and implemented financial management processes to improve annual forecast accuracy to within +1%/-5%.● Identified as super user of new procurement and invoicing web based tool after go live to help issues with the implementation and to help the end users through the transition including purchase order creation, invoice processing, vendor payments.● Worked closely with corporate finance on quarterly OPEX LEs for R&DI cost centers (software and technical services spend).● Identified $200K in misbilled cloud hosting services and developed process for mitigating unintended usage going forward.● Lead IT Service teams to develop improved cost of ownership models for web based systems by collaborating with IT, procurement, accounting, and finance.

Seattle, Wa

Service Costing● Used Spotfire and Excel to create model for R&DIS service costing by collecting and compiling data from multiple complex data sources to provide provide management with high level reports with drill down capabilitiesClinical Development Outsourcing Financial Analysis● Collected and analyzed $240M in IS costs for clinical development processes, enabling leadership team to identify optimal solution from four vendor proposals against internal cost and avoid costly outsourcing planCapital and Operating Expense Financial Management● Designed and implemented maintenance budgeting and Latest Estimate process that decreased actual spend variance to latest estimate from 15% to 1%● Responsible for managing budget and latest estimates for $100M project portfolio and $40M department budget including leading monthly and quarterly Latest Estimate, variance analysis, accruals, and annual budgeting process● Worked closely with the Senior Leadership Team and Financial Planning and Analysis team to ensure that the department’s financial portfolio aligned with company’s overall Capital and Operating Expense plans

Seattle, Wa

● Coordinated with the Program Leads, Operations Service Owners, and Client Services Managers to develop and manage project and program resources, cost estimates and resource allocation● Worked with key stakeholders to optimize project resourcing. ● Developed custom reporting solutions in Excel to meet continually changing requirements● Became self-taught super user of CA Clarity portfolio management tool and SAP

Seattle, Washington

Sourcing Financial Management● Identified and corrected $12M in vendor billing errors● Developed and implemented invoicing processes and financial controls for $600M sourcing contract.● Responsible for managing relationship with vendor’s Finance and Procurement Teams● Worked on cross functional team to implement service level management and KPIs for sourcing agreementFinancial Modeling and Analysis● Developed infrastructure service costing models used to analyze financial benefits of multiple outsourcing opportunitiesCapital Financial Management● Worked with cross functional team to develop business processes for SAP implementation including Work Breakdown Structure, Plan Versions, and reporting● Developed process for creating, maintaining, and reporting IS financial budgets and forecasts to finance group using SAP ECC reports and Excel

Sourcing Financial Management● Identified and corrected $12M in vendor billing errors● Developed and implemented invoicing processes and financial controls for $600M sourcing contract.● Responsible for managing relationship with vendor’s Finance and Procurement Teams● Worked on cross functional team to implement service level management and KPIs for sourcing agreementFinancial Modeling and Analysis● Developed infrastructure service costing models used to analyze financial benefits of multiple outsourcing opportunitiesCapital Financial Management● Worked with cross functional team to develop business processes for SAP implementation including Work Breakdown Structure, Plan Versions, and reporting● Developed process for creating, maintaining, and reporting IS financial budgets and forecasts to finance group using SAP ECC reports and ExcelWorkforce Management● Automated existing process using custom excel macros, reducing administrative time by 75%● Managed migration to new portfolio and workforce management tool including requirements gathering, process alignment, testing, developing and administering user training for 150 staff members, and developing custom reports● Managed summer intern in development of custom tool to predict workforce demand from projectsPortfolio Prioritization● Worked with senior management to develop IS wide portfolio prioritization and process● Developed reporting requirements and implemented custom reporting solutions using Excel VBA Macros, SQL, and Brio Database Query tool to analyze portfolio data● Co-facilitated bi-weekly IS Portfolio Management Steering Committee meetings attended by the Executive Leadership team and CIO

Risk Manager● Conducted statistical analysis and interpretation of time series data● Used Microsoft Excel and VBA, and R for data mining and trend analysis, increasing the reliability of data and decreasing data analysis time● Supported senior research staff as backup trader and market analyst● Created custom dashboards illustrating each client’s portfolio performanceQuantitative Research Intern● Conducted trend analysis for research team● Created custom metrics for the company website, www.qesinvest.com, using HTML, R, and Adobe Illustrator

• Supervised six undergraduate instructor assistants• Created new course materials for course designed for underrepresented students in math

Ma, Mathematics

Bs, Mathematics