Katelyn May Email & Phone Number

Burlington, Vt, Us

Berkeley, California, United States

Berkeley, California, United States

Ownership of Business Intelligence (BI) infrastructure and processes, merging multiple data sources and leveraging story-telling skills to deliver clear and actionable insights and measurements of company performance and forecasting future scenarios.Play a key role in management of Intrepid Ascent’s Strategic Plan, including the collection and dissemination of data, tools for tracking multiple levels of ongoing priorities and progress towards completion, and providing insights on strategic… Show more Ownership of Business Intelligence (BI) infrastructure and processes, merging multiple data sources and leveraging story-telling skills to deliver clear and actionable insights and measurements of company performance and forecasting future scenarios.Play a key role in management of Intrepid Ascent’s Strategic Plan, including the collection and dissemination of data, tools for tracking multiple levels of ongoing priorities and progress towards completion, and providing insights on strategic operational needs.Provide insights, tactical advice, and subject matter expertise to the CEO, Executive Team, and additional stakeholders to inform and support the firm’s strategic planning and continued growth.Development, management, and refinement of tools to calculate and track data elements of the company Strategic Plan, Key Performance Indicators, and ownership of special data projects for the Executive Team including Short-Term Incentive Program planning.Ownership of systems design and solutions engineering for IT systems and collaboration tools supporting Project Teams, Strategic Planning, Financial Monitoring and Oversight, Budgeting and Compensation Planning, and Team Coordination (including current and future tools; currently inclusive of BILL, Box, GoToTraining, Harvest, KnowBe4 Training, MS Office, Rippling, Slack, Virtru, Wrike, and Zoom).Manage suite of Intrepid Ascent’s certifications and ensuing requirements with local, state, and federal agencies, including but not limited to Alameda County’s Small, Local and Emerging Business (SLEB) program, and the State of California’s Small Business Certification and California Multiple Award Schedule (CMAS) programs. Show less

Berkeley, California, United States

Developed the firm’s business intelligence and project management infrastructure, utilizing data from multiple systems to identify areas of concern, advise strategic planning efforts, and optimize performance. Developed finance & cash flow model and conducted additional analyses to advise CEO on strategic planning. Responsible for monitoring firm-wide and project-level profitability and areas for cost reduction or efficiencies.

Berkeley, California, United States

Provided project management and business operations expertise in support of distributed team of healthcare technology consultants. Led a systematic review of our operational systems and infrastructure, resulting in selection of new HRIS system (Rippling) and project management system (Wrike), consolidation of tools and processes, improvements in documentation, and delivery of training for users. Responsible for administering all company IT platforms, including user management, security… Show more Provided project management and business operations expertise in support of distributed team of healthcare technology consultants. Led a systematic review of our operational systems and infrastructure, resulting in selection of new HRIS system (Rippling) and project management system (Wrike), consolidation of tools and processes, improvements in documentation, and delivery of training for users. Responsible for administering all company IT platforms, including user management, security management, and end-user technical support. Show less

Berkeley, California, United States

Developed home-based bakery and delivery business, advancing from concept to regulatory approval and first sales within 2 months. Responsible for delivering on all aspects of business operations and customer success including ingredient sourcing, recipe generation, health and regulatory compliance, packaging and design, delivery, customer support, social media management, and of course: baking.

Oakland, California, United States

Managed internal operations and office space for public polling research firm, including the company's transition from a fully on-site to a remote operational model during the Covid-19 pandemic.

Berkeley, Ca

Leveraged knowledge of health IT policy and data governance, health information exchange operations and technology standards, and project management to lead and support client engagements, including: - Program management and organizational administration for the San Joaquin Community Health Information Exchange with oversight from SJCHIE’s Executive Director, including leadership of grant-related activities, management of relationships with vendors and partners, and presentations to the… Show more Leveraged knowledge of health IT policy and data governance, health information exchange operations and technology standards, and project management to lead and support client engagements, including: - Program management and organizational administration for the San Joaquin Community Health Information Exchange with oversight from SJCHIE’s Executive Director, including leadership of grant-related activities, management of relationships with vendors and partners, and presentations to the Board and other stakeholders; - Project management for the Marin Health Gateway HIE in Marin County; - Leading data sharing and care management system implementation efforts for the San Joaquin County Whole Person Care program, and supporting similar efforts for Whole Person Care programs in Santa Cruz and Marin counties; - Data governance and data strategy planning for a large community clinic consortium in southern California Show less

Berkeley, Ca

Project manager and analyst supporting engagements with a variety of clients, working to improve the sharing and use of healthcare and related data to improve clinical care through: - Management of HL7 interface development and additional service onboarding for a community Health Information Exchange organization, liaising between Participant stakeholders and EHR/HIE vendors; - Requirements analysis and facilitation for software procurements and to advance multi-stakeholder data sharing… Show more Project manager and analyst supporting engagements with a variety of clients, working to improve the sharing and use of healthcare and related data to improve clinical care through: - Management of HL7 interface development and additional service onboarding for a community Health Information Exchange organization, liaising between Participant stakeholders and EHR/HIE vendors; - Requirements analysis and facilitation for software procurements and to advance multi-stakeholder data sharing initiatives, including multiple Whole Person Care pilots; - Leveraging knowledge of technology, policy, and programmatic components of healthcare initiatives in coordination with an expert team of consultant colleagues. Show less

Berkeley, Ca

Managed portfolio of projects and business operations for Healthcare IT consulting firm headquartered in Berkeley, CA.

French Camp, Ca

Berkeley, Ca

Preparation and analysis of monthly reports demonstrating department spending vs. budget and projecting future spending and processing transferring of funds accordinglyMonitoring and budgeting of expenses and examining compliance with federal regulations for quarterly invoicing on federal Title IV-E Child Welfare Training Program grantDepartmental resource for answers to policy and process questions, responsible for management of business processes materials and distribution

School Of Social Welfare

Planning and execution of department’s research, administrative, fundraising and other events from inception to completionCoordination of two-week training program for 25 Chinese executives and social workers, event logistics, contract management, and oversight of program budget

School Of Social Welfare

Management of employee onboarding and orientation for research centers, exit procedures.Office security and facilities management, IT ordering and troubleshootingManagement of vendor set-up including collection of W-9 forms, relevant insurance documentation, and documents demonstrating compliance with state and federal regulationsManagement of expenses for Center for Social Services Research and determination of compliance with applicable regulations.

Berkeley, Ca

Processing and monitoring of expenses and reimbursements for UC Berkeley Departments of Mechanical Engineering, Nuclear Engineering, and Industrial Engineering and Operations Research.

Lancaster, Ca

Tutor in Chemistry and Astronomy for individuals and groups of students for college learning center.

Bachelor Of Arts (B.A.), Political Science & History

Activities and Societies: Associated Students of the University of California, Alpha Sigma Phi, CalSERVE Alpha Sigma Phi Fraternity.

Associate Of Science (A.S.), Physical Sciences

Activities and Societies: Students United for Education Students United for Education - Founding member and Secretary Supplemental.