Katherine Marion, Cpa Email & Phone Number

Scottsdale, Arizona

Orchestrate and optimize CRO sales forecasting processes by crafting insightful reporting, dynamic dashboards, and robust analytics. Spearhead refinement and design of variable compensation programs for GTM teams, fostering results-driven and incentive-aligned environment. Engage with cross-functional teams, including finance, marketing, customer success, and product management to drive seamless collaboration on projects and initiatives, improving adoption and effectiveness.

Scottsdale, Az

Served as an operations leader for the highly effective incentive compensation function from this $100M to $300M revenue SaaS company. Provided a strong professional connection between sales, finance, and executive leadership.

Scottsdale, Az

Supported the goals and strategies of the business through ad hoc Salesforce reporting and data analysis. Assisted in analysis of the sales team's operations including training effectiveness, quota setting, and board reporting.

Scottsdale, Az

Charged with guaranteeing the highest quality of SEC filings for a portfolio of clients through XBRL project review and management and XBRL data modelling, mapping, and tagging.

Phoenix, Arizona

Provided comprehensive assurance of the effectiveness of financial controls and business operations. Worked collaboratively with business partners to monitor opportunities to lessen inefficiencies and maximize revenues within warehouse operations, customer service, sales operations, and fixed assets.

Phoenix, Arizona

Partnered with a cohesive financial audit team to audit financial statements for large, publicly traded, and mid-sized privately held companies. In the role of Senior Associate, provided daily supervision, coaching, development, and technical reviews of multiple Associates tasked with audit engagements.

Mba, Business Management

Bs, Accounting

Activities and Societies: Students Consulting for Non-Profit Organizations