Katherine Schneeman Email & Phone Number

Los Angeles, California, United States

• Lead team responsible for producing self-service reports for process, performance, and customer management. Continuing and expanding ownership of reporting for Corporate Development, Domestic Sales, International.
• Project manage systems access for newly formed team due to merger of 2 sales divisions by coordinating support operations for CRM, ERP, and BI systems; resulting in onboarding of ~100 users
• Establish communication protocol for report platform developers and users, including: o Microsoft Teams user channels to centralize communication and documentation storage o Microsoft Intake Form to streamline.
• Identify opportunities for additional reporting / optimization to meet data needs and reduce manual labor o Improved customer lead data quality by systematically matching records from 2 disparate CRMs (bulk update of.

Los Angeles, California, United States

• Owned reporting platform and content for Corporate Development, Domestic Sales teams, and Operations.
• Product owner of Tableau Cloud for 250 users involving management of user licensing, group permissions, subscription management, data source refresh schedules, and user authentication
• Managed the production of monthly business reviews to identify areas of opportunity for Commercial leaders including input from 5 department heads and their support staff
• Mentored new hires to foster understanding of data architecture, source systems, and data validation; as well as best practices for data visualization, benchmark comparisons, and creation of advanced calculations
• Identified opportunities to reduce manual labor o Standardized click-to-CRM functionality in reporting platform to enable users to act faster; instructed team members on implementation and user documentation

Los Angeles, California, United States

• Assisted in commercial reporting migration from Siebel (legacy platform) to Tableau Cloud; rebuilt and optimized ~50 reports for Sales, Lab, Operations, and Corporate Development teams
• Established reporting and visualization templates used across the organization to standardize reporting outputs and reduce time for user orientation
• Provided report platform onboarding, training sessions, and 1:1 coaching to help 60+ users become self-service
• Documented reporting development process and data dictionary for internal team to ensure standardization; documented frequently asked questions and training guides to provide support for stakeholders

El Segundo, California, United States

• Implemented business intelligence solutions including data lakes, data warehouses, and reporting platforms. Clients spanned entertainment, healthcare, internet marketing, and retail industries. Primary functions were.
• Collaborated with C-suite and supporting roles to identify data goals
• Documented existing data structures to communicate data lake and warehouse needs to off-shore developers
• Conducted data validation to ensure data accuracy; iterated calculations based on customer input

Newport Beach, California, United States

• Consulting team member responsible for utilizing Tableau to perform data analysis and implementing Server environments to house live reporting. Clients focused primarily in health insurance marcom and R&D departments.
• Created and managed mass production process for visualizations in static forms such as PowerPoint, PDF, and images to meet business needs for various clients
• Collaborated with SQL Developer to ensured data accuracy

Chicago, Illinois, United States

• Developed market size and share quarterly reporting for Anthem Health Insurance in Tableau Server; reducing production time by 75%
• Supported ad-hoc quantitative and qualitive reporting through customer mapping, opportunity prioritization, and summarizing key findings from interviews with key stakeholders

Greater Minneapolis-St. Paul Area

• Used administration skills to organize materials, records, and schedules, resulting in a creative team of 5 operating more efficiently in serving approximately 20 clients across the health care, medical device, and.
• Coordinated summer event logistics, including the annual strategic meeting and bike rally fundraiser, which catered to groups ranging from 5 to 50+, to help further develop a brand name with prestige

Greater Minneapolis-St. Paul Area

• Determined through research sales tax exemption status for 35+ states that the company operates in, to avoid unnecessary taxation on company revenue
• Registered company for business and sales tax licenses in 35+ states, legitimizing and simplifying the company’s billing system
• Prepared periodic reports for upper management concerning the company’s income tax status in several states

Greater Minneapolis-St. Paul Area

• Created paper filing system and electronic database of information for 100+ subcontractors to improve contacting processes for project managers and accountants
• Facilitated information requests to 40+ subcontractors by engaging them in verbal and written communications to maintain Microsoft Access database including 100+ subcontractors

Bachelor'S Degree In History, Certificate In Business, Major Gpa: 3.75

Liberal Arts And Sciences, General Studies And Humanities

As a study abroad student I expanded my education and cultural understanding by studying humanities courses and travelling to 7 countries.

Education record