Katie Perez Email and Phone Number
Katie Perez's Location
Charlotte, North Carolina, United States, United States
Katie Perez's Contact Details
Katie Perez work email
- Valid
- Valid
Katie Perez personal email
n/a
Katie Perez phone numbers
About Katie Perez
Katie Perez is a Senior Finance Business Partner at KinderCare Learning Companies at KinderCare Learning Companies. She possess expertise in microsoft excel, microsoft office, marketing, social media marketing, management and 5 more skills.
Katie Perez's Current Company Details
Katie Perez Work Experience Details
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Senior Finance Business PartnerKindercare Learning Companies Nov 2023 - PresentLake Oswego, Or, Us- Serve as a partner to Corporate executive leadership by helping ensure that new programs and initiatives are aligned with both near term and long term financial and strategic objectives- Evaluate financial performance across multiple areas and provide excellent customer service for internal and external customers- Assist in ensuring financial targets are met by proactively finding solutions to implement operational strategies that improve financial results and maximize business opportunities
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Senior Financial AnalystDiscovery Education Jul 2022 - Nov 2023Charlotte, North Carolina, Us- Support Discovery Education’s Product organization as a strategic partner on budgeting, forecasting, and analysis of projects, expenses, internal capital labor, and third-party development costs- Accurately forecast the Product organization’s earnings through collaboration with leadership and knowledge of the business and operations -
Senior Business AnalystDuke Energy Corporation Mar 2022 - Jul 2022Charlotte, North Carolina, Us- Provide sales enablement and operational effectiveness in a fast-paced culture servicing commercial, industrial and institutional accounts, both inside and outside the Duke Energy regulated service territory- Develop and maintain reporting to track sales forecast, actuals, O&M expenses, and sales incentives -
Financial Business AnalystDuke Energy Corporation Mar 2021 - Mar 2022Charlotte, North Carolina, Us- Provide enablement and operational excellence to support Business Developers selling renewable and resiliency energy solutions in the commercial, non-regulated, and regulated service territories- Work consultatively with Distributed Energy Solutions leadership to track actual sales and financial performance against plan, identifying and communicating analysis of key business drivers- Compile the Business Development financial plans, including the annual O&M budget and monthly forecast- Develop and maintain Power BI dashboards to report leading and lagging indicators that measure sales productivity and report actuals sales to targets- Work with Supply Chain and Finance to code operating expenses through accounts payable, expense management and labor time systems- Work with HR to track, calculate and process sales incentive payments- Identify and implement continuous process and technology improvements to enhance efficiencies
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Financial Analyst IiDuke Energy Corporation Sep 2020 - Mar 2021Charlotte, North Carolina, Us- Prepared, maintained and updated annual budgets for new Sales Growth organizations- Responsible for consolidating and creating Charging Guidance for new Sales Growth organizations- Educated senior leaders on financial reporting, and charging codes
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Financial AnalystDuke Energy Corporation Aug 2018 - Sep 2020Charlotte, North Carolina, Us- Consolidated, reported, and explained all political expenditures to the Political Expenditures Committee- Reviewed thousands of political and non-political donations to maintain compliance and accuracy- Provided financial recommendations to senior leaders on budgeting decisions to support business strategies
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Finance AssociateDuke Energy Corporation Aug 2015 - Aug 2018Charlotte, North Carolina, UsEnergy Solutions Finance- Prepared, maintained and updated annual budgets for six+ State President groups, and Corporate Strategy/Emerging Technology group - Consolidated 14 reports into one by utilizing advanced Excel formulas and macros to increase accuracy and efficiency of material reportingRegulated Utilities Other Finance- Prepared financial reporting and analysis for Duke Energy Indiana customer rates calculations- Analyzed and explained financial data for Project Controls and the Rates departmentAsset Accounting- Processed financial accounting transactions related to depreciation and property- Ensured propriety of balances through account reconciliations and account analysis- Gained proficiency in Oracle Hyperion Financial Management (HFM), Peoplesoft, Business Objects Desktop Intelligence (data warehouse), and Powerplant (for fixed asset and capital reporting)
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Team LeaderElon University Campus Recreation Feb 2014 - May 2015Elon, Nc, Us• Managed a team of 10-16 instructors and individual delegations• Produced monthly programmatic reports and evaluated instructor performance• Conducted applicant interviews and hired new instructors -
Group Exercise InstructorElon University Campus Recreation Aug 2012 - May 2015Elon, Nc, Us• Taught a variety of fitness classes: Zumba, yoga and kickboxing• Tracked detailed records of class attendance• Ensured physical safety and health of all participants• Organized and managed inventory of classroom equipment
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Finance InternDuke Energy Corporation Jun 2014 - Aug 2014Charlotte, North Carolina, Us• Analyzed 45 special projects to resolve financial variances and discrepancies• Communicated effectively analysis of special projects and other financial data with engineers, project managers, and asset accounting• Prepared and reviewed adjusting journal entries to correct accounting records• Created and reviewed capital projects for proper accounting and reporting treatment• Gained proficiency in Excel, PeopleSoft, Business Objects, and PowerPlant (a fixed asset reporting system)
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Marketing InternWaxhaw Entrepreneurs May 2013 - Aug 2013• Created objectives and goals for the company business plan • Organized and designed new office space• Devised budget to align with developed business strategy• Greeted guests and assisted vendors as necessary• Built marketing strategy by creating website, brochures, and social media
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Sales AssociateAmerican Eagle Outfitters Jun 2011 - Aug 2011Pittsburgh, Pa, Us• Managed and maintained dressing rooms during peak hours• Greeted incoming customers in a positive and friendly manner• Informed customers on current products, sales and promotions• Fulfilled daily personal and departmental sales and quota goals• Processed cash and credit card transactions and reconciled register at the end of each shift
Katie Perez Skills
Microsoft Excel
Microsoft Office
Marketing
Social Media Marketing
Management
Business Communications
Art
Peoplesoft
Exercise Instruction
Business Objects
Katie Perez Education Details
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University Of North Carolina At CharlotteMaster Of Business Administration - Mba -
Elon University - Martha And Spencer Love School Of BusinessAccounting
Frequently Asked Questions about Katie Perez
What company does Katie Perez work for?
Katie Perez works for Kindercare Learning Companies
What is Katie Perez's role at the current company?
Katie Perez's current role is Senior Finance Business Partner at KinderCare Learning Companies.
What is Katie Perez's email address?
Katie Perez's email address is ka****@****rgy.com
What is Katie Perez's direct phone number?
Katie Perez's direct phone number is +170457*****
What schools did Katie Perez attend?
Katie Perez attended University Of North Carolina At Charlotte, Elon University - Martha And Spencer Love School Of Business.
What skills is Katie Perez known for?
Katie Perez has skills like Microsoft Excel, Microsoft Office, Marketing, Social Media Marketing, Management, Business Communications, Art, Peoplesoft, Exercise Instruction, Business Objects.
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