Mary Schramm Email & Phone Number

Alpharetta, Georgia, United States

Responsible for financial and quantitative analysis of information affecting Bako’s financial health; actively supports the VP of IT on financial and data analysis related to the company’s revenue cycle, sales and financial reporting divisions. Part of a collaborative effort that focuses on reporting to prioritize projects that have greater value on the bottom line. Performs day-to-day and month-end financial analysis for operation and holding companies, including revenue, cash management and intercompany transactions.

Atlanta, Georgia, United States

Produced detailed analytical reports for Kaiser Permanente Health— a $60M nonprofit health plan division. Plans and summarizes complex financial trends for the Medicaid, Charitable Health Coverage, and Medical Financial Assistance programs to the VP of Finance, VP of Public Affairs and Director of Community Health. Participates in the strategic planning process and creates the annual budget for the VP of Finance and the VP of Public Affairs’ approval.

Greater Atlanta Area

Provided critical written monthly analysis of the Advisory, Mutual Fund, and Insurance sales for three major business units and informed the senior level management team of results. Supported the Broker-Dealer division, with $10M in net income. Worked closely with the Chief Marketing Officer to manage a $8M marketing budget. Reduced conference expenses by $2.4M, in three months by providing analysis on expense trends.

Columbus, Georgia Area

Master'S Degree, Finance

Bachelor Of Science (B.S.), Business Administration

Completed Eight Courses In Accounting