Katie Ogden Email & Phone Number

Truckee, California, United States

Petaluma, California, United States

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

4th Rotation: POM Wonderful LLC.- Calculate beverage volumes by EQC's and physical cases, trade spend by SKU and broker commission rates for budgets and projected outcomes. - Analyzed product profitability by calculating fruit costs and adjusting price points, trade promotions and retail margins to assist the CFO's decision in starting a potential counter-seasonal program. - Revamped e-commerce P&L file to increase user functionality and readability for high-level management. 3rd Rotation: Wonderful Real Estate- Managed properties monthly financials by posting monthly ZBA entries, analyzing expenses for over 30 accounts and identifying variances in quarterly financial statements. - Created a master file and consolidated supporting data to efficiently run tax projections for the entire real estate portfolio with over 45 entities and analyzed for significant variances. 2nd Rotation: Teleflora- Compiled year-end tax packages, audits, cash flows and disaggregated revenue reports. 1st Rotation: FIJI Water- Reconciled vendor non-compliance comparisons and researched deductions, remittances, shortage claims and price claims to dispute over $201K with Amazon and applied charges to Oracle. - Prepared month-end close activities, which included posting journal entries, completing account reconciliations and filing sales tax and goods + services taxes.

San Francisco, California

Assisted Portfolio team by completing the quarterly reporting process, performing bad debt analysis for all historical write-offs, recreating joint venture narratives per investor request and executing ad hoc projects and presentations.Wrote and designed over 100 page client-level research reports and contributed to face to face investment reviews.

Greater Los Angeles Area

Learned Trendalytics, a Merchandise Trend Intelligence Tool, to develop custom reports for 12 merchant teams to help them gain insights into merchandise trends, competitive insights, and social engagement by product type.Launched Facebook E-commerce Shop- New feature for the brand to showcase their products in a shoppable format.

San Francisco, California

Health Evolution brings together influential leaders from all across of healthcare industry who are catalyzing improvements and shaping the future of health. As an Intern I attended their annual Summit and observed discussions where healthcare leaders shared ideas, took the pulse of the market with a broader lens, and created creative solutions to the industry’s pressing challenges.In preparation, I analyzed and researched industry leaders and organizations in their SalesForce database of over 10,000 contacts to assist in the curation of the top leaders to invite. To assure a seamless execution of the Summit, I scheduled team events, assembled PowerPoints for attendees and processed company’s expense reports & recorded reimbursements.

Larkspur, California

Recorded and reorganized financial reports pertaining to cash receipts and expenditures.Reviewed and drafted financial statement compilations from 2013 to 2017 for owner's approval.

Bachelor Of Science - Bs, Agricultural Business And Management

Graduated Magna Cum Laude Honors Dean’s List President's List Senior Project: National Agri-Marketing Association (NAMA), Team Finance.

Marketing And Sustainable Business

Studied abroad in Florence, Italy from September to December of 2018. Courses included Italian Language, Family Business.

Education record

Redwood Honors Society California Scholastic Federation Scholar Athlete Award Associated Student Body Sports: Cross Country, Track.