Kathryn Johanessen Email & Phone Number

Stamford, Ct, Us

Shelton, Ct

Gexpro (formerly GE Supply), Shelton, CT (2008-Present)Finance Manager, Operations and Supply ChainManaged a team of three people that supported Operations, Supply Chain, and Finance for all budgeting, forecasting, and reporting requirements. • Insured alignment of key Operation, Supply Chain, and Finance initiatives with financial plan. Responsible for developing scorecards and KPIs to regularly track progress. • Prepared and consolidated monthly operating reviews for division management.• Managed Gexpro’s American Express Travel & Entertainment and Purchasing Card programs. Ensured compliance to company policies and audit requirements. • Managed Rexel’s Finance Leadership Program for new hires. Taught an annual 3-month finance class on direct costing, inventory, and currency translation. • Provided analysis on potential business development opportunities for the division.

Shelton, Ct

Senior Financial Analyst, Financial Planning and Analysis• Managed FP&A budget submittals and forecasting template for a $2 billion electrical distribution business. • Prepared consolidated income, cash, and balance sheet statements for review by division management. • Created and executed monthly operating package for Paris monthly reviews.

Stamford, Ct

Managed the requirements gathering, process analysis, testing, and training for the implementation of Really Know Your Client in the Americas’ region for UBS Investment Bank. This is a global, six year, $25 million project to change the systems and processes for managing client and account data in the Americas, Europe, and Asia-Pacific regions for UBS Investment Bank.• Managed the identification, analysis, and documentation of business, security, and IT requirements and processes for the United States, Canada, and Brazil. • Assessed impact of technology solutions and process changes on the Sales, Client Onboarding, and Compliance functions. Partnered with the internal functions to develop and implement strategies to effectively manage change and improve processes. • Designed training approach and curriculum for the first phase of the implementation within the Americas. Trained over 100 employees in the United States, Canada, and Brazil to use the new system and processes. • Created presentations and communication materials to develop awareness within UBS’ internal organization of process and system change. • Managed the user acceptance testing for the Sales, Client Onboarding, and Compliance functions in the Americas.

Stamford, Ct

Managed a team of four people that prepared a decision and risk analysis for a $200 million global back office system that would upgrade and standardize Chevron’s service station information systems in over 20 countries. • Prepared and presented the business case (EBIT, cash flow, NPV, IRR, ROI, and sensitivity analysis) for a new Global Back Office System to the Decision Review Board. The recommendation to proceed was approved. • Gathered business requirements and coordinated regional reviews of forecast benefits and expenses with the European, Asia-Pacific, and North American stakeholders.• Analyzed and documented the negotiation and evaluation of global software vendors. Resulted in an $18 million contract. • Analyzed and recommended the outsourcing of US retail processing to a Chevron subsidiary in the Philippines that resulted in $500 K in annual savings. • Initiated negotiations with a smaller software vendor to standardize software systems in secondary markets which was expected to enable more uniform marketing strategies across the regions. • Interviewed, evaluated, and recommended candidates for the next project phase.• Chevron certified project management professional.

White Plains, Ny

Managed the preparation of the one year budget and five year financial forecasts for the European and Latin American refining and marketing division which had over $10 billion in annual revenues from 60 countries. • Analyzed plans with respect to corporate strategies, benchmarked performance, and provided meaningful and actionable financial information to executive management.• Initiated a review of service station and convenience store financial plans which were used to develop Texaco’s marketing strategy and benchmark store performance. • Initiated the development of a financial reporting system for Latin American marketing that enabled operations to benchmark performance.• Created a new system which enabled all the headquarter analysis and data collection for the strategic/tactical analysis to be done from one common database. Resulted in over a 50% reduction in headquarter man hours for the planning and accounting groups.• Prepared presentations and information requirements for executive management for security analyst briefings and management meetings.• Prepared the consolidated income, cash, and balance sheet statements for review by division management. • Developed a market analysis of the growth potential for Texaco’s retail operations in Poland. • Analyzed the division capital expenditure and appropriation budget to ensure the division met corporate benchmarks for capital spending.

Ba, Economics

Activities and Societies: Yale Swimming (1984-1988)

Mba, Finance