Kathleen Mitchell Email & Phone Number

United States

• Researches, analyzes, and oversees the maintenance of financial records, statements, performance metrics and other documentation related to assigned function, program, project and/or process
• Created financial data models and produced data driven reporting in partnership with citywide departments to assist management with making operational or strategic decisions
• Support annual operating budget development and quarterly forecasting for key General Fund revenues as well as managing assigned departmental budgets and forecasts
• Developed quarterly forecast models and acts as a liaison with Enterprise Funds to monitor major budget variances and recommend courses of action to correct where necessary
• Serves as a technical representatives and liaison with internal and external customers, provides consultation and subject matter expertise related to assigned areas; manages escalated issues and implements program and.
• Lead and support for strategic planning processes and goals and objectives

Cary, North Carolina

• Temporary position to assist with implementation of new Oracle HFM accounting system and transfer duties from Japan to the US
• Creating various ad hoc and operational reporting to provide actionable insight to the management team
• Work with business partners to ensure compliance with corporate policies, procedures and controls and provide support on special requests; strong adherence to GAAP
• As part of the month end close - reconciling intercompany billings of over 110 entities in local Accounting system

Latrobe, Pennsylvania

• Provide leadership and guidance to the leadership team on managing financial risks and opportunities and delivering short-term and long-term financial goals
• Oversee business unit FP&A processes including annual planning, forecasting, budgeting and strategic planning
• Provided critical insights and inputs to the leadership team and other stake holders to help support the creation and maintenance of key strategic financial models
• Participate in process improvement projects in anticipation of and response to business needs, including development and implementation of new business processes and best practices; drive continuous quality improvement.
• Supported effective business decision-making through deep analysis of accounting and economic data; business case modeling and past trends
• Effective management of employee performance including appraisals, support, training and discipline

• Perform financial consolidation for all manufacturing plants, warehouses, and support functions
• Direct financial responsibility for all global warehouses and distributions centers to include monthly closing, journal entries, variance analysis, freight analysis and inventory reporting
• Assisted Marketing Function with inventory reporting to monitor new product launches, excess and obsolete inventory, inventory scrapping and all other aspects of inventory and assist with annual preparation of cycle.
• Key player in developing new strategy on the excess and obsolete policy and transfer pricing methodology; and support management objectives to improve other business processes using Lean manufacturing principles
• Key liaison supporting the annual standard manufacturing cost rolls including purchase price variances, routings and material and labor costs; Examine manufacturing reports to locate and resolve errors
• Perform monthly financial closing responsibilities, financial reviews with Corporate Controller, quarterly forecasting, financial reporting and variances analysis for all key metrics

Latrobe

• Perform in-depth financial analysis to support the monthly closing, quarterly forecasting, 3 year strategic planning and annual budgeting process
• Coordinate the preparation of the consolidated financial statements and supplemental schedules for management
• Analyze monthly financial performance, key ratios and emerging trends, and report significant issues and opportunities to operating and financial management
• Provide support and financial analysis for M&A projects

Greensburg, Pennsylvania

• Perform in-depth financial analysis to assist with strategic planning, cash forecasting, reporting for covenants and 5-year forecasting and budgeting
• Assisted with development and implementation of financial models for budgeting and forecasting ensuring compliance with accounting and tax standards
• Developed and designed reports and analysis tools for data retrieval from the General Ledger system and various supporting systems for monthly management reporting
• Provided in-depth support for financings with banking institutions including review of legal documents and communications with Rating Agencies

Greensburg

• Maintained industrial/commercial customers accounts
• Research and special study projects
• Assisted with development of revenue forecasting model

Greensburg

• Performed audit function to balance daily and monthly subsystem control reports to maintain accurate control records
• Reconciliation of General Ledger totals for cash, revenue and accounts receivable

Greensburg