Kathryn Williams Email & Phone Number

San Francisco, California, United States

Responsibilities include:- Financial Modeling: Developed and maintained complex financial models to forecast operating expenses and headcount, enabling more accurate budgeting and strategic planning.- Data Analysis: Conducted in-depth financial analysis during the month and quarter-end close, identifying trends, variances, and opportunities to optimize financial performance. Delivered findings to management and business partners.- Budget Management: Led the creation and management of 2 annual budgets, consistently meeting financial targets by closely monitoring and adjusting financial performance.-Ad-Hoc Projects: Led various ad-hoc financial analysis projects, including a year-long project of updating my business partner's process of project allocations.

San Francisco, California, United States

Santa Clara, California, United States

I facilitate essential financial and communications operations for a plethora of ROEM Construction activities.

Los Gatos, California

I formed and collaborated with a committee across 30 churches to access the interest in traveling to volunteer at a new homeless center. I also created multiple surveys, conducted quantitative and qualitative analysis, and presented conclusions to pastor and board members. The findings greenlit a $4.4M renovation.

San Jose, California

I assessed workflow, identified throughput issues, and created a new filing system for the 10,000 patients’ charts; I also established system shortcuts reducing insurance authorization time. In addition, I developed product expertise in medical billing software (IMS) and trained employees for company roll-out, increasing revenue collection across 10 health insurance firms. By creating script and best practices, I standardized interaction between office staff and 200 claims adjusters

Geneva Area, Switzerland

I modernized IBJ’s filing system for financial statements to track expenditures by converting from manual to electronic processing and a single currency and built out the business intelligence and insights into funding requirements. In addition, I ran projects ranging from researching and submitting funding applications to reformatting the website to increase donation and driving a CEO initiative to improve social media presence.

Los Gatos, California

I implemented a new quicker system for sales transactions that allowed us to sell more products while still having the same customer service as before. I also re-organized the store front, which made looking for uncommon tools and cooking equipment easier to find.