Kate Baumann Email & Phone Number

Chicago, Illinois, United States

London, Gb

London, Gb

Evanston, Il, Us

In December 2021, EY acquired Clerestory Consulting. Check out the press release, available here: https://go.ey.com/33rBB0K Clerestory Consulting helps businesses through transformational change, working collaboratively with clients to help them identify and implement strategies, technologies, and operational improvements that help them retain their competitive edge. Founded in 2003, Clerestory’s demonstrated success in change management has led to remarkable growth, landing it on Inc. 5000’s list of fastest-growing companies for five years running. Clerestory integrates broad operational expertise with deep change management skills to customize solutions that encompass: ● Process Reengineering● Organization Design● Technology Utilization & Adoption● Training Design, Development & Delivery● Communication Planning & Execution● Project & Program Management● Merger & Acquisition IntegrationLearn more about Clerestory’s capabilities and career opportunities by reaching out to me or visiting www.clstory.com.

Freelance data consultant helping clients connect the dots between data and strategy; providing open-ended, investigatory data analysis for small to mid-sized enterprises, specializing in localizing and patching cost saving automations. Some recent engagements include:• Designing and executing a primary research program to inform strategic initiatives aimed at supporting local/national accounts as well as sales pitches. • Developing and programming an SQL automation solution for HR data, resulting in over half a million dollars of benefits savings for my client.• Leading a quantitative software program integration with my client, resulting in more efficient reporting processes and more effective data visualization.

New York, Ny, Us

Primary contact for healthcare clients (i.e., pharmaceutical, payer/insurance, providers) interested in employing custom research to answer strategic business questions. Lead project execution for primary (quant & qual) engagements and identified organic new business opportunities. Lead competitive proposal development, including budgeting and solution design resulting in $300k new sales in 5 months. Developed cross-functional team relationships to improve project efficiencies, resulting in more than $20k savings for existing engagements.

London , Co

Primary project manager and client solutions lead for Fortune 500 clients in financial services, real-estate, B2B retail, pharmaceutical, and non-profit sectors. Owned client meetings, designed custom questionnaires and sample plans to align with clients' key business needs as well as lead story telling and onsite presentations of insights. Budgeted and managed project resources against client requests to maximize value within each deliverable without team burnout. Collaborated with marketing science team to run in-depth analyses and driver models, including Dominance, SEM, factor analyses, CART/Tree models, and latent class segmentation solutions. Coached team members and new hires in technical skills, including crosstab design, Excel automations, report/quality checks, program testing, and business writing.

London , Co

Project lead for retail U&A tracker with weekly data book deliveries. Trained new analysts and oversaw vendor communication to ensure quality was maintained. Analyzed data and crafted client facing key takeaways and insights for omnibus study. Designed seasonal module proposals and sample plans to understand holiday consumer behavior. Devised new cost and reporting templates to help clients better understand project expectations. Designed custom PPT and data book report templates and ran crosstabs / built ad hoc deliverables on short timelines.

London , Co

Managed communication and timelines with programming, sample, field, data processor, and sweepstakes vendors. Maintained rigor in survey programming and data/sample collection. Built crosstabs and report automations to address business needs. Aggregated client requests and constructed questions to address requests for weekly omnibus study. Built stacked datasets as needed.

Summarized key insights from live in-depth interviews and focus groups with healthcare industry stakeholders - including physicians, caregivers/patients, and payers - for qualitative storyboarding to answer clients' business questions. Designed iconography and documents for data collection and reporting. Extracted and formatted key insights for client reports and lead final reviews of deliverables to maximized comprehension and mitigate grammar errors.

Chicago, Il, Us

Reconciled invoices against company AS400 reports across 6 different healthcare insurers for over 10,000 employees. Manipulated hundreds of rows of data in Excel with PivotTables, conditional formatting, and functions to create usable information for the benefits department. Using the AS400, modified and edited information pertaining to enrollment and employees’ benefits.

Chicago, Il, Us

Organized 5,000+ employee profiles and talent statistics for 2012 and 2013 Annual Talent Review. Performed reports and audits for Benefits team. Using Taleo BE, managed all candidate and hiring manager inquiries, drafted 10+ job descriptions, screened 500+ resumes, and scheduled interviews for new positions. Implemented integration of a new recruiting portal, Pangea, throughout the company and assisted in training managers to use it.

Bachelor Of Business Administration (B.B.A.), Marketing; Economics; French

French Language