Katie Werner Email and Phone Number
Katie Werner work email
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Katie Werner personal email
Top-performing Portfolio Manager and Finance Analyst with 13+ years of experience leading effective teams and achieving aggressive goals through superior customer service and community engagement. Confident assurance of increasing organizational profitability through dedicated partnerships and a commitment to fiscal success. Consistent source of excellent support and consult to senior management and executives. Routine delivery of public presentations to diverse audiences. Track record of insightful, compassionate, and analytical leadership.
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Grants Specialist IiWashington University In St. LouisSt. Louis, Mo, Us -
Grants Specialist IiWashington University In St. Louis Dec 2023 - PresentSt Louis, Missouri, United States -
Executive ConsultantRodan + Fields Jan 2015 - PresentGreater St. Louis Area -
Account Management SpecialistSportpet Designs, Inc. Oct 2021 - Jan 2023Waukesha County, Wisconsin, United StatesManage a $14M+ portfolio of 10 retailers ranging from brick-and-mortar behemoths to e-commerce only retailers. Collaborate with all functions of a small business including, development, design, accounting, supply chain, and many others functions to ensure products are delivered per retailer’s deadlines. Lead a team within first two months of employment, to expand our assortment at a larger grocer retailer by 78 skus, driving annual revenue growth by $320K, or 10% of the total portfolio, and finding a mutually profitable program for SportPet and our retailer. Quickly became a presentation specialist, creating effective and well laid out presentations to deliver recommendations to retailers. Presentations have been posted to sales team shared drive as best practice. Expanded assortment at world’s largest retailer by 40 skus via collaborative relationship built with buyers, leading to YoY growth of 23%. Worked to improve processes to streamline new item setup, inventory management and weekly sales to budget tracking. -
President/Vice PresidentBarretts Elementary School - Pto Jun 2018 - Jul 2020Ballwin, MoLead a team of eight board members in addition to multiple committee chairmen. Collaborated with the Principal and administration to accomplish goals of providing fiscal resources for various projects which influence the school’s culture. Effectively maintained a $60K budget. Coordinated volunteers to cover two major fundraisers and various other opportunities which warrant direct parent and community involvement. Designed and implemented a new process for fulfillment of approved Ways and Means Grant requests which included sharing details with parents in real time via social media, boosting enthusiasm for the program and increasing donations. Implemented fiscal transparency, which had been historically absent, by creating presentations to outline exactly where the funds were being sourced and spent, all of which increased donor satisfaction. Successfully scrutinized and reallocated various budgeted line items in order to move $10K of unutilized or underutilized funds into the playground replacement fund. Developed personal connections with other Barretts’ families to fill hundreds of available volunteer positions. -
PresidentMoms Club Of Kirkwood Jul 2017 - Jun 2018Kirkwood, MoRecruited to serve as President after multiple years of active involvement in spearheading event planning. Created weekly connection events for members and directed service projects. Led a team of five board members and five coordinators. Aptly managed a tight budget of $1.5K, exercising efficiency in spending and soliciting donations. Grew the organization by 20% by seeking out fellow new members and actively selling MOMS Club when socializing throughout the community. Designed and implemented two annual donation drives (Holiday and Backpacks) to benefit the Foster and Adoptive Care Coalition Proudly donated budget excess of $500 to the Foster and Adoptive Coalition due to effective financial oversight.
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Portfolio ManagerBmo Harris Bank Feb 2013 - Apr 2015Greater St. Louis Area Actively managed a portfolio of 15 customers with $82M+ in outstandings. Served as product manager of the underwriting process, including oversight and professional development of two analysts, direction collaboration with Credit Officers, and analytical support to Relationship Managers. Seamlessly controlled multiple, simultaneous projects within tight deadlines. Built impactful relationships with Business Owners, CFOs, and other key stakeholders to ensure the best possible solutions for each financing need. -
Category AnalystNestlé Purina Petcare Company Jul 2012 - Jan 2013Greater St. Louis Area Analyzed the pet category for Midwest grocery retailers in effort to glean and implement best practices, including, Kroger, Publix, Meijer, Hy Vee, Winn Dixie, and Schnucks. Developed original digital and print retail promotions to drive sales and gain awareness of trending items. -
Account ManagerNestlé Purina Petcare Company Jan 2010 - Jul 2012 Consistently exceeded sales targets and delivered $44M+ in total direct sales, with a 103 index vs. YAG (+1.1 and +6.0 total share points at Rural King and Blains Farm & Home.) Gained 3K+ points of distribution at the top three retailers and expanded distribution of core SKUs. Revamped the PSG Distributor 3rd Party Coverage through research and negotiation, with $200K+ in NPP savings. Collaborated with various departments/distributors to create a virtual dog food aisle and boost distribution at the bi-annual Mid States trade shows.
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Category AnalystNestlé Purina Petcare Company Jan 2009 - Jan 2011 Oversaw 12 Distributors and 50 Retail Accounts with $253M in total sales. Drove incremental Pet Saturation promotional activity at Tractor Supply (TSC) through marketplace/best practices insights, all of which led to a sales lift averaging 150% (+$50K in incremental sales dollars). Developed and presented a merchandising playbook for the Mid States fall show to 150 managers/members.
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Finance AnalystNestlé Purina Petcare Company Sep 2007 - Jan 2009 Co-managed all 12 Supervalu/Albertsons accounts to ensure budget compliance and sales volume performance, with $195M in total sales. Established complex Excel-based financial models, allowing for analysis and monitoring of business results, volume, and profitability.
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Portfolio ManagerU.S. Bank Jan 2005 - Sep 2007 Oversaw 40 relationships with $100M+ in outstandings, generating $922K in annual revenue. Developed rapport with non-profit organizations and middle-market corporations to tailor customer solutions. Analyzed commercial financial performance using Risk Analyst and industry financial metrics and aptly presented detailed analysis to executive management. -
Portfolio ManagerGeneral Motors Jun 2004 - Dec 2004
Katie Werner Skills
Katie Werner Education Details
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Business Administration And Management, General -
Finance/Real Estate
Frequently Asked Questions about Katie Werner
What company does Katie Werner work for?
Katie Werner works for Washington University In St. Louis
What is Katie Werner's role at the current company?
Katie Werner's current role is Grants Specialist II.
What is Katie Werner's email address?
Katie Werner's email address is kw****@****lds.com
What schools did Katie Werner attend?
Katie Werner attended Webster University, University Of Missouri-Columbia.
What are some of Katie Werner's interests?
Katie Werner has interest in Photography, Children, Volunteering, Health.
What skills is Katie Werner known for?
Katie Werner has skills like Sales Operations, Management, Sales, Account Management, Forecasting, Retail, Consumer Products, Negotiation, Pricing, Competitive Analysis, Marketing Strategy, Direct Sales.
Not the Katie Werner you were looking for?
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Katie Werner
Uplifter | Behavioral Transformation Expert | Strategic People Leader | Inclusion AllyGreater Minneapolis-St. Paul Area4gmail.com, thermoking.com, thermoking.com, nvent.com -
3pwc.com, gmail.com, gilead.com
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4comcast.net, bv.com, bv.com, bv.com
2 +191345XXXXX
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Katie Werner
Dean'S List Scholar At Boston University | Incoming Marketing Intern At American ExpressLyme, Nh
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