Katie Griles Email & Phone Number

Remote

Pittsburgh, PA, US

• Lead financial oversight of growing company, including the development of budget and forecast frameworks and the preparation and presentation of board and leadership reporting. Key Contributions:
• Manage Annual Budgeting process for organization at the department level.
• Guide scaling initiatives with business partners.
• Drive financial components for future modelling and department investments.
• Own finance business partner relationships and partner with department heads and stakeholders for decision support.

San Diego, California, US

• Oversaw University financial health, including budget and forecast, inclusive of monitoring the performance to ensure alignment with university’s strategic goals and objectives. Serve as lead business partner in.
• Facilitated acceleration of financial processes while embracing change and innovation, possessing a broad institutional knowledge perspective while demonstrating strong business partnerships.
• Prepared University’s annual budget that incorporated University’s strategic objectives, including reviewing revenue forecasts and expense estimates to determine whether they were realistic while updating, auditing.
• Led in development, recommendation, and implementation of models and methodologies that supported short and long-term planning.
• Prepared daily, monthly, and quarterly budgets versus actual reporting packages for Senior Management.
• Created and presented materials for senior leaders and Board of Directors to facilitate financial planning and budget business development initiatives.

Indianapolis, Indiana, US

• I assumed the role of Senior Consultant in 2016. Here, I am responsible for spearheading the management of overall financial operations, including fiscal oversights, in-year/out-year financial planning and analysis.
• Successfully led annual budgeting and forecasting analysis cycles while formulating fiscal statements and reports to ensure sound ungeared financial position of company.
• Served as lead finance partner for Chief Digital Officer Team to provide guidance on complex financial issues to elevate work productivity and meet stringent deadlines.
• Examined and regulated performance parameters while establishing efficient financial models to boost investments.

New York, NY, US

• I assumed the role of Managing Director for Planning and Analysis in 2011. My main function was to steer regional operations by designing annual plans and forecasting monthly processes to accomplish diversified.
• Ensured seamless working operations for conducting internal and external audits by partnering with accounting professionals while monitoring filings and grant compliance.
• Achieved short and long-term corporate objectives by harmonizing with leadership groups for optimally utilizing finance to craft revenue and expense projections on monthly and annual basis.
• Successfully met performance goals by executing advanced analytical work to support accounting functions, grants, contracts, audits, budgets, and reporting with adherence to organizational standards.
• Implemented in-depth field-based knowledge while tracking cost overages, savings, risks, and potential leads for recommending corrective actions to resolve complex issues.
• Designed policies and procedures with adherence to federal and state laws to maintain sustainable fiscal position.

• Prepare financial studies for clients, including educational institutions, libraries, cities and towns
• Manage multiple ongoing projects to support and serve client needs
• Evaluate client operational processes to recommend efficiency and effectiveness improvements
• Research and prepare financial studies on the impacts of policies critical to local and state government
• Work closely with educational institutions to research, analyze and report on planning processes and policies.
• Present project information at municipal public hearings, including Town, City, County and School Board meetings

• Develop relationships with donors to meet financial needs of the organization.
• Ensure smooth and effective operations management of the regional office
• Manage accounts payable and receivable for the regional office.
• Track historical and current year budgets and project revenues and expenditures for future years

• Consult with clients to configure software for implementation, tailored to client needs
• Represent company interests in demonstrating hospital software to future clients
• Analyze and report upon efficiency and effectiveness of software in an applied setting
• Ensure smooth and effective operations management of the regional office

Master Of Public Administration (Mpa), Public Finance And Nonprofit Management

Bachelor Of Science (B.S.), Economics And Political Science