Kathy Steinert Email & Phone Number

Provide analytical and financial accounting support for annual budgeting process including the coordination, compilation, verification and reporting of budget data.Perform and present ad-hoc financial analyses to support the budgeting process and executive staff decisions.Provide accurate and timely financial information to the executive staff and the Board of Education.Develop and prepare monthly financial reports and analyze and report monthly budget variances.

Provide financial leadership and analytical support to family-owned residential and commercial remodeling business including preparing financial statements and developing quarterly budgets and cash flow projections.Develop and implement marketing strategies that include market analysis, tactical marketing programs and lead generation through direct marketing, advertising and participation in trade shows.Manage banking relations, insurance coverage and payroll processing.

Perform all financial and managerial accounting functions, including preparation of financial statements, budgets, financial analysis, payroll processing and cash management for a start-up company. Provide administrative and financial management services to clients, including payroll processing, employer tax reporting and budget monitoring, as the Fiscal/Employer Agent.Write and implement accounting and fiscal management policies, procedures, and guidelines.Collaborate in developing the strategic marketing plan, including target market and core marketing message.

Provided comprehensive nutritional counseling support to individuals and groups. Analyzed clients’ nutritional and health statuses, recommended dietary and lifestyle changes to enhance health and well being and motivated clients to meet wellness objectives.Developed, organized and presented wellness seminars to groups and corporations.Researched, reviewed and interpreted published literature on nutrition and developed educational materials for clients.

Managed the development of a customer loyalty program - an innovative, high profile initiative within the company and pharmaceutical industry. Recruited and coordinated support for the initiative from across the organization including consumer marketing, market research, finance and public affairs.Directed an outside marketing agency in the loyalty program design and creative materials development.Developed, implemented and monitored financial performance of customer-specific sales and marketing strategies and tactics for national health maintenance organizations and pharmacy benefit managers.Led cross-functional team in developing and executing contracting strategies for assigned customers.Identified customer needs and business opportunities and ensured that they were integrated into brand marketing strategies and investment.Planned and implemented the following changes in the Managed Health Care Sales and Marketing business planning process: (1) distribution of customer performance reports, (2) sales and market share projections for all customers, and (3) tactical investment summaries for all customers and sales areas.Lead the design and development of customer management productivity tools, including the Integrated Customer Tool, and ensured business users’ required functionality was delivered.Designed incentive compensation programs for Managed Health Care Account Executives.

Worked collaboratively with all sectors of Managed Health Care Sales and customer and brand marketing to develop specific customer pricing proposals. Presented proposals to senior management for review and approval. Managed the development of Managed Health Care contracting strategies for the central nervous system pharmaceutical product portfolio.Prepared financial, competitive and pricing analyses in support of contract requests.

Analyzed and communicated actual financial results and projections for U.S. Pharmaceutical Group.Designed and automated financial performance document for the U.S. Pharmaceutical Group. Coordinated monthly issuance to key executives.Represented the U.S. Financial Planning Group on interdisciplinary task forces addressing financial systems and processes.

Consolidated U.S. business units’ strategic plans, budgets and monthly projections. Performed ad-hoc analysis as requested by senior financial management.Developed an automated monthly sales and pretax earnings projection system.Coordinated and organized all headcount, capital spending and working capital reporting.

Planned, administered and supervised audits of domestic and international subsidiaries to ensure proper control over the Company's assets and accuracy of financial statements.Analyzed financial statements and market conditions to identify areas of audit risk.Determined audit scope and scheduled fieldwork to obtain maximum audit coverage.Supervised, evaluated and trained financial and Information Management audit staff.Prepared audit reports and conducted meetings with senior management to review audit findings.

Prepared and reviewed financial reports for senior management and the Board of Directors.Consolidated divisional results and calculated key financial statistics.Assisted in preparation of financial disclosures in Annual Report.Prepared governmental reports and SEC filings.

Performed audits of financial statements, consolidations, annual reports to shareholders and SEC filings.

Bs Economics, Accounting

Activities and Societies: Sphinx Senior Honor Society, Wharton Undergraduate Women's Association

Masters In Public Health, Health Education & Behavioral Sciences

Bernard D. Goldstein Award for Academic Excellence Anna Skiff Award for Excellence in Health Education Fieldwork