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 project solutions• 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 in meeting internal customer requirements• 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• Sales Planning and Compensation Analysis• Perform due diligence and integration for new acquisitions• Lead and participate in special projects to improve and enhance financial management and operating efficiencies• Strong use of financial systems to perform ad hoc reporting using SAP, Oracle HFM, Essbase and Smartview, Hyperion Planning and Microsoft Office (Excel, PowerPoint and Word)• Monitor compliance with corporate accounting, treasury, tax, Sarbanes-Oxley and all other financial policies and procedures

• 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 count coverage and physical inventories• 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