Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Kate Ragland

Baxter,USA

Summary

Skilled and strategic financial analyst with extensive experience in the Supply Chain Industry. Provide expert level financial data analytics and able to communicate complex financial concepts to clients and investors. Withhold a strongly established background within account management roles and engaging actively in company projects.

Overview

18
18
years of professional experience

Work History

Financial Analyst

Freight Wise LLC
Brentwood, TN
05.2021 - 09.2024
  • Audit shipments that are Truckload, Less Than Truckload (LTL), Parcel, as well as for International freight modes.
  • Review financial documents and records to assess accuracy and compliance with applicable laws, regulations, standards, and contract agreements.
  • Identified discrepancies in financial data and recommended corrective actions to resolve them.
  • Foster robust communication with senior management, delivering actionable insights through detailed audit reports and presentations.
  • Develop and implement advanced auditing strategies, significantly improving compliance rates and operational integrity in freight management.
  • Drive strategic improvements in auditing processes, contributing to long-term financial stability and regulatory compliance for the clients, as well as the organization.

Senior Sales Representative

Ashley Furniture
Cookeville, TN
10.2018 - 05.2021
  • Documented and consistent top performer company-wide across 96 locations.
  • Generated >$50k in month-over-month revenue, exceeding quarterly targets
  • Efficiently organized reports to monitor active orders, ensuring implementation.
  • Demonstrated ability to multitask with multiple active prospects in-store, but ultimately focused on closing new business.
  • Demonstrated ability to work as a team in a highly competitive sales culture.
  • Developed strategy to upsell additional extended warranty.

Financial Analyst

GEODIS - Transport, Logistics and Supply Chain
Brentwood, TN
09.2015 - 09.2016
  • Maintained carrier compliance with contracts by auditing invoices, while also managing 22 accounts.
  • Organized and ultimately retained enterprise client Standex with the Strategic Sales team.
  • Oversaw financials for the account management team for all active accounts.
  • Led cross-functional team training to streamline operations, resulting in substantial cost savings and improved efficiency.
  • Implemented data-driven strategies for measurable productivity gains.

Account Manager

GEODIS-Transport Logistics and Supply Chain
Brentwood, TN
05.2011 - 09.2015
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Provided training and guidance to new Account Managers.
  • Negotiated contracts with clients to maximize profitability.
  • Analyzed client data and identified opportunities for growth.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Developed strategies to increase revenue from existing accounts.
  • Maintained accurate records of all customer interactions in the CRM system.

Bank Representative

SunTrust
Cookeville, TN
02.2010 - 05.2011
  • Organized and managed customer accounts, including opening new accounts, updating existing accounts, and closing inactive accounts.
  • Assisted customers with loan applications and process loan documents for approval.
  • Verified customer information to ensure accuracy of account data.
  • Resolved customer complaints regarding service issues in a timely manner.
  • Processed check requests, wire transfers, debit card transactions, and other financial services requests.
  • Explained various banking products and services to customers and helped them select appropriate options for their needs.

OS&D Freight Investigator

Averitt Express
Cookeville, TN
05.2006 - 01.2010
  • Investigating freight exceptions: They look into the causes of overages, shortages, damages, refused freight, and unmarked freight.
  • Interviewing customers and drivers: They talk to customers and drivers to understand the nature of the freight exceptions and work towards a solution.
  • Working with the Claims Department, they work to prevent potential claims for lost freight.

Education

BACHELOR OF SCIENCE - CONCENTRATION IN AGRICULTURE

Tennessee Technological University
Cookeville, TN
05.2006

Skills

  • SMB Account Management
  • Client Relations
  • Consultative Sales
  • B2B Sales
  • Enterprise Relationships
  • Supply Chain Experience
  • Audit Coordination
  • SOP Adherence
  • Project Management
  • Sales Strategy
  • Data Analysis
  • Market Research

Affiliations

  • Reading, writing and artwork.
  • Learning to play the guitar.

Timeline

Financial Analyst

Freight Wise LLC
05.2021 - 09.2024

Senior Sales Representative

Ashley Furniture
10.2018 - 05.2021

Financial Analyst

GEODIS - Transport, Logistics and Supply Chain
09.2015 - 09.2016

Account Manager

GEODIS-Transport Logistics and Supply Chain
05.2011 - 09.2015

Bank Representative

SunTrust
02.2010 - 05.2011

OS&D Freight Investigator

Averitt Express
05.2006 - 01.2010

BACHELOR OF SCIENCE - CONCENTRATION IN AGRICULTURE

Tennessee Technological University
Kate Ragland