Katie Fogle, Cpa, Mba Email & Phone Number

Portland, Or, Us

As the Founder & CEO of Rooted Accounting & CFO Solutions, I am dedicated to empowering small businesses with robust financial management and strategic guidance. Our mission is to help businesses grow strong financial roots, enabling them to confidently pursue their entrepreneurial dreams. We specialize in personalized bookkeeping, financial reporting, comprehensive CFO services, and financial consulting tailored to meet the unique needs of each client. With a commitment to excellence and client success, we transform financial management into a strategic advantage for small businesses.

Beaverton, Or, Us

• Managed budget creation, forecasting, reporting, financial close and headcount management for five business units (Legal, Government & Public Affairs, Global Admin, Brand Admin, Nike Triax) with a combined annual budget of over $750M, 860+ employees, and 160+ cost centers.• Implemented a formal engagement model and enhanced reporting for OGC, which provided business partners with actionable insights, greater visibility into investment portfolio, improved accountability for forecast accuracy, and emphasis on key KPI’s/metrics for success.• Helped to drive productivity by collaborating with business partners to identify opportunities for divestment/savings across the portfolio• Collaborated with Nike’s Business Continuity team to develop a sophisticated financial modeling tool enabling users to assess revenue and margin implications cross diverse business disruption scenarios.• Participated in multiple cross-functional SG&A transformation efforts including key system implementations such as Cognos, acting as a thought partner to influence and drive the goals and structure for the new tool which will be used to provide financial dashboards, robust reporting, and better forecasting inputs to all Nike finance teams.

Beaverton, Or, Us

• Managed budget creation, forecasting, reporting, financial close and headcount management for three business units (Global HR, Global Admin, Brand Admin) with a combined annual budget of over $250M, 800+ employees and 100+ cost centers.• Maintained strong working relationships with key stakeholders across business functions including: Operations, HR, Controlling, Procurement, Strategy, and the Leadership Team.• Analyzed NIKE’s historical SG&A spend and current landscape against KPI’s to identify opportunities to create capacity to invest in key capabilities and new initiatives. Helped prepare deck for NIKE’s Executive Leadership team detailing results of analysis and providing recommendations for action• Supported NIKE’s workforce planning process, performing analyses on historical fringe rate benefits, as well as implementing automation to enhance process and create efficiencies during critical close period.• Corporate Strategic Review: Helped manage and analyze CSR planning inputs from over 15 functions across NIKE, Inc.• Partnered with NIKE’s Total Rewards team to provide analytical support on NIKE’s pay equity initiative

Beaverton, Or, Us

• Led a project to re-engineer Nike’s Statement of Cash Flow process for PP&E inputs within EPM/BPC (systematized design, integrated and streamlined monthly reporting, increased data accuracy and reliability, created significant efficiency gains, and strengthened controls framework). The new process saves over 700 annual hours globally and reduces the work performed during the quarterly close process by 2 days.• Participated in a month-long stretch assignment with Nike’s Innovation Finance team to help re-engineer the process of tracking R&D and Non-R&D costs within projects to ensure correct COGS/SGA classification.• Part of Capital Asset Center of Excellence for Global Property, Plant, and Equipment (PP&E) policy review, interpretation, and application. Trained over 100 individuals across the Company on current policies updates and interpretation.• Participated in Global Capital Forum to connect and gather feedback from key geography and affiliate partners on global strategies and projects.• Trained over 200 individuals worldwide on the new PP&E Cash Flow Statement report and process.• Presented difficult technical material to various levels of Management and Senior Leadership• Overhauled Nike’s depreciation expense accounts by establishing a single manual posting account and locking the remaining accounts for SAP auto-posting only. This created greater efficiency and mitigated risk of incorrect depreciation adjustments.• Enhanced Nike’s capital asset policies and practices aids by creating 2 new methodologies to cover gaps/risks.• Led Annual Retirement Review of $0 NBV assets, which evaluated over $393M of assets for retirement.• Utilized system knowledge to reconstruct Nike’s 10K PP&E disclosures and segment reporting through a new EPM/BPC tool.

Burbank, Ca, Us

• Performed quarterly close procedures for Lucasfilm, Marvel & International Production (India, Russia, & China) business units, which have over $700 Million in combined annual film spend.• Led various meetings with finance & financial systems to discuss implementation of new processes, results of analysis, & updates to the business.• Prepared Marvel quarterly close & monthly forecast cash flow mechanical & cause of change submissions.• Assisted in audits of Marvel & Lucasfilm productions to ensure compliance with Company policies. • Coordinated with internal & external auditors to ensure compliance with SOX requirements & audit testing. Special Projects:1. Lucasfilm Integration & Conversion: Following the acquisition of Lucasfilm Ltd., helped to manage the integration of Lucasfilm Production into Disney, as well as the conversion from Vista to SAP reporting. Helped manage production cost process & worked with Lucas partners on the initial setup.2. Consolidated Studio Balance Sheet & Production P&L: Prepared quarterly decks, analyze variances in significant financial statement accounts, & present results to the Studio CFO, VP-Controller, & other senior management.3. Lucasfilm Production Funding: Partnered with Lucas Production Finance, Disney Treasury, & Disney Shared Services to streamline process of recording & tracking the funding for Lucas’ films. Improvements to this process resulted in a 75% reduction of time spent reconciling & researching data during quarter close, as well as a reduction in & earlier detection of any errors.4. Capitalized Overhead Alignment: Prepared analysis of cap overhead process used by Disney Live Action, Marvel, & Lucas, detailing similarities & differences in current treatment. Presented findings & provided recommendations to Senior Management on courses of action to achieve alignment among the businesses5. Sony JV Theatrical Audit: Participated as a guest auditor on Disney’s Management Audit team for 2 weeks in Mexico City

Glendale, California, Us

• Managed Disney Character Voice charge back process to properly invoice licensees for recording costs associated with their products• Provided analyses to Franchise Marketing teams regarding project spend budget/forecast variances, as well as analyzed and reconciled franchise submissions to SAP and Cognos generated reports• Tracked marketing fund requests totaling $4M in Disney Baby Integrated Retail spend• Helped to prepare year-end P&L variance analysis explanations.• Assisted in preparing presentations and reporting packages for Executive Management, including the Canada forecast presentation, covering 8% of DCP'sNorth America Licensing business

Burbank, Ca, Us

• Assisted management in preparing the annual revenue reporting submission to the Motion Picture Association of America• Participated in a Marvel production audit; auditing assets, promotional items, cash, and journal entries• Performed deep dive audits of corporate vehicle gasoline expenses and production location expenses, as well as provided coaching on Corporate policies and correct expense coding.• Performed quarterly SOX testing for the Studios, Media, Corporate, and Consumer Products segments• Prepared narratives on several FY14 Corporate Citizenship goals including charitable contributions and PSA’s• Prepared analysis on changes in risk ranking for all FY13 SOX controls• Performed monthly audit on all AP payments made by various groups throughout the Walt Disney Studios.• Managed tracking log for bank accounts totaling over $3.5B

Burbank, California, Us

• Prepared/analyzed monthly/quarterly variance analysis of actual T&E expenses • Updated 2013 budget for five departments with the Admin Business Office• Maintained schedules and recorded quarterly accrual entries for ABC’s advertising barter contracts• Assisted management in compiling the consolidated quarterly representation letter• Recorded accruals, prepaids, cash deposits, and budget allocation journal entries• Completed quarterly Schedule of Revenues, Summary of Ad Revenue, and Hulu P&L analysis• Supported senior management with special projects and ad hoc analysis, such as working with the Labor Relations team to update and enhance the process for entering time worked into Serengeti, their reporting system.

Burbank, Ca, Us

• Recorded monthly and quarterly journal entries for debt issuances, hedging program and amortization of bond discounts/premiums and issuance costs and deferred gains/losses on qualified hedges. • Reconciled daily bank statements for money market funds, commercial paper issuances/maturities, bond and swap interest payments, and treasury stock repurchases, monthly activity ranging from $3B - $10B• Compiled net interest expense actuals for Treasury’s monthly forecast schedule• Prepared corporate and consolidated AOCI roll forwards of $2.5B for inclusion in the 10-Q equity footnotes• Compiled borrowings/net interest disclosures, press releases, and Management Discussion and Analysis for Company's quarterly/annual SEC filings • Assisted in compiling management’s debt comfort letter• Worked closely with the Corporate Treasury team on FX hedging activities

Burbank, Ca, Us

• Reviewed and uploaded journals into SAP for multiple departments including Entertainment, Costuming, Creative Entertainment, and IT• Performed Sarbanes Oxley (SOX) key controls • Maintained the monthly forecast for the prepaid cash flow account• Researched, analyzed, and presented to executive management the trending of ESPNZone gift certificate redemptions and helped to create a breakage schedule for the gift certificates, which resulted in a recognition of revenue• Analyzed and recorded the trending of the Annual Passholder Magazine retention account, which was then used by management to recognize revenue• Cleared retention that was being held unnecessarily in the A/P vendor retention account• Reviewed Downtown Disney Contracts to make sure they were in compliance • Evaluated legal entity master data for accuracy, as well as worked with contacts to correct any corporate reporting errors due to incorrect master data• Participated in professional intern training classes, cases, and presentations to executive management

• Professional Chair (April 2010-December 2010)-—Liaison between accounting firms and students; helped mentor students, as well as plan business events• Reporter (December 2010-May 2011)—Organized and maintained the annual and quarterly reports for BAP, as well as make sure BAP members reported their attendance at meetings and events

Master Of Business Administration - Mba

Bachelor Of Science, Accounting