Kathryn Sterner Email & Phone Number

Portland, Oregon, Us

Mass Ingenuity is focused on enterprise performance management, from strategy to execution.Our Results Management System™ and Software is a SaaS based solution that drives results through the lens of enterprise performance data, visual analytics, and actionable insights. Our products and services transform how people use data to achieve results and make critical business decisions. We make managing enterprise performance easy, fast, accessible, and valuable.Our software is designed for everyone in the organization. Start with Team or Pro versions to be up and running in just a few minutes. Choose our Enterprise version for larger and more complex organizations. You can also purchase our Visual Analytics Packages to add collaborative, custom dashboards, and reports to your performance management system.

CFO, COO, Consultant2014 - 2016, Previous Partner in a national business partnership providing CFO services for privately-owned businesses. Relocated to Portland, OR in September 2016.Specialties include:- Profit Improvement- Business Transition Services- Cross-Functional Team Leadership- Business Development- Customer Retention- Business Process- Execution- Strategic Planning, Budgets, Finance- Change Management, Organizational Turnaround, Team Development- Market Strategy, Customer Segmentation- Financial Systems Implementation- Due Diligence, Acquisition Assimilation - Venture Funding, Capital Formation, Banking

Los Angeles, Ca, Us

As Vice President in roles of Finance and Operations, reported to Corporate CFO and Lominger International President. I was instrumental in building the strategies, systems, processes and operational infrastructure to support the growing global business of talent management. - Member of ‘Thought Leadership’ team that developed market strategy, globalization and customer segmentation planning, supporting growth strategies to double revenue size in three years.- Finance representative on acquisition teams that led the integration and centralization of SAP order validation and billing, including transfer pricing initiatives, process mapping and reporting mechanisms.- Led multiple change initiatives including systems conversions, global capabilities expansion, revenue optimization, redeployment of resources, and expansion of fulfillment and distribution capabilities.- Created Business Intelligence Unit that provided analysis of business operations and key performance indicators including business case planning and budgeting models.- Led Finance and Operations Infrastructure Group to create US operational systems and processes for the evolving organization. Directed a professional staff of 11.

Los Angeles, Ca, Us

Led multiple change initiatives including systems conversions, revenue optimization, redeployment of resources, and expansion of fulfillment and distribution in addition to management of finance group post acquisition by Korn Ferry International.

Los Angeles, Ca, Us

Financial and operational decision support systems, sales tax, general accounting and financial reporting processes, business systems and process improvement, and strategic planning and budgeting initiatives.

Consulting Firm and Registered Broker/Dealer and Investment Advisor. Introduced clients to funding sources including accredited individual investors, institutional investors and venture funds. Prepared offering memoranda and presentations, and assisted in structuring and negotiating investments. Consulting projects included business plan development, strategic planning and industry positioning, financial modeling, financial analysis and reporting, billing and payables management, project management and due diligence on M&A transactions. NASD Series 7, Series 66 and Series 24 (Lapsed).

Us

Implemented corporate marketing strategy to reposition company as a provider of technology-based business re-engineering solutions. Created new collateral, developed web site, introduced formal product launch activities, including telemarketing, direct mail, advertising, trade shows and public relations. Designed and executed a unique quantitative penetration marketing strategy enabling the company to focus on account management activities for the top 200/2,500 customers that accounted for seventy-five percent of annual revenue. Created three-year global product design strategy to build a new integrated configurable product solution while continuing to develop and support legacy products.

Minneapolis, Mn, Us

Commercial Lending - built a specialized loan division to focus on information technology, service businesses and intellectual property; including formal business plan, underwriting guidelines and industry analysis. Restructured Assets - restructured $90 million of complex commercial loans through workout strategies requiring special financing, unique problem resolution and sophisticated negotiations.

Worldwide, Oo

As Manager of Information Consulting group, led companies in determining accounting and functional requirements for enterprise financial systems.

Controller experience in U.S., Puerto Rico, Canada and the United Kingdom and new business ventures. Strategic planning and budgeting for a $350 million, twelve-company division.

St. Paul, Mn, Us

Accounting Systems Specialist, Senior Accountant, Corporate Financial Reporting.

Mba, Finance & Marketing

Bs, Accounting

Education record