Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

KATHERINE BUJORIAN

New Braunfels,TX

Summary

"Hands-on" Financial Analyst with demonstrated results evaluating, discerning, reporting and presenting operational information used to make business decisions. Special emphasis developing reports from operating statements and P&L information that is critical for Executive Team and Board level guidance. Highly-relational analyst who connects skillfully with multiple levels of an organization to ultimately build rapport and establish goals for both individuals and the organization as a whole.

Overview

11
11
years of professional experience

Work History

Lead Operations Analyst

P3 Capital
McLean, VA
06.2021 - Current
  • Building client lists in MS Dynamics CRM after analyzing investments and IRA needs
  • Compiling data for legal documentation and building portfolios
  • Creating websites for clients, including e-commerce and international trading
  • Conducting investment meetings with detailed Excel presentations and Tableau visualizations showing monthly, quarterly and year projections of assets
  • Executing tasks using Workday, GoogleDrive, Dynamics CRM, Quickbooks and Jira
  • Management and delegating in the System Development Life Cycle (SDLC) processes including client requirement analysis and system design
  • Manage multiple complex calendar events in various time zones, organize domestic and international travel and plan business affairs
  • Work cross-functionally to offer alternate solutions and resolve more complex business analysis challenges.

Business Operations Analyst (Contract)

First Class Libations
Colorado Springs, CO
01.2021 - 06.2021
  • Created month by month breakdown for 2022 revenue projections
  • Worked with vendors, marketing, and executives to assist in their recent expansion, to ensure a smooth transition
  • Development of business requirements documentation (BRD)
  • Analyzed operating income, while delivering new ways to implement new processes to increase overall revenue
  • Composed KPI documents for each new client and each location
  • Created user stories for each location and allocated deliverables
  • Produced estimates and invoices for all new and existing clients.

Business Global Operations Analyst (Contract)

Rackspace Technology
San Antonio, TX
08.2020 - 12.2020
  • Designed a system to produce net revenue for America and Latin America that improved growth calculations and forecasting churn probability
  • Analyzed targets for over 100k accounts and 1,200 internal employee targets by month, quarter, and year with individual contributing sales targets for over $2.8B
  • Worked with the Global Data Office to implement a system to streamline the data analysis processes and create a live data portal for all employees
  • Utilized SQL, Tableau and Excel to create collective data for directors
  • Analyzed five director’s books of business where I calculated Q4 sales target and all of 2021 for about 15,000 accounts, produced individual Racker targets and worked with over $2.45B dollars as an annual goal
  • Worked with the Global Data Operations team, cross functional and finance team while I built monthly attainment and quarterly numbers
  • Used Jira, Qliksense, SalesForce, and Workday dashboards to track sales, churn, new accounts and build reports
  • Sharepoint, Smartsheet and Excel to create and share sales analytics.

Business Analyst

Innospec Inc.
New Braunfels, TX
11.2017 - 04.2020
  • Developed and implemented product/services pricing for more than 300 customers/4,000 bids in multiple countries
  • Worked in line with legal to create contracts for customers and clients
  • Designed and distributed over 10 per calendar quarter in-depth financial communications strategies for the Executive Vice President to present to all US oilfield operations, international sales teams, and corporate offices
  • Implemented MS Dynamics 365 for the US, Europe and Middle East divisions, working in phases and testing
  • Researched and developed account financial status presentations for all account managers resulting in increased management collaboration with individuals and their customers
  • Documented sales data in Excel from reports in SalesForce to ensure the most updated financials were recorded
  • Analyzed the total product mix with our lab to develop client specific product implementation resulting in a 15% increase in sales
  • Collaborated with production, logistics, legal and strategic sourcing teams to analyze product consumption, build reports and costs for sale prices
  • Created KPIs for current and new customers
  • Monthly sales forecasting for all managers including PowerPoints and data visualization.

Assistant Manager/Customer Analysis

Orangetheory Fitness
Denver / Dallas, CO / TX
01.2013 - 01.2017
  • Opened 22 highly profitable studios through building corporate partnerships, developing innovative marketing plans of new studios and implementing incentives for residents
  • Collaborated with legal to build and implement contracts with builders and clients
  • Designed and implemented studio “Openings” including interviewing, hiring, and training staff and facilitated ordering of all customer service inventory and necessary equipment.

Education

Bachelor of Science -

Southern New Hampshire University
Manchester, NH
05-2026

Bachelor of Health Sciences -

Colorado State University
01.2011

Skills

  • Leadership
  • Team Player
  • Analytically Driven
  • Active Listener
  • Conflict Resolution
  • Data Analysis

References

References available upon request.

Timeline

Lead Operations Analyst

P3 Capital
06.2021 - Current

Business Operations Analyst (Contract)

First Class Libations
01.2021 - 06.2021

Business Global Operations Analyst (Contract)

Rackspace Technology
08.2020 - 12.2020

Business Analyst

Innospec Inc.
11.2017 - 04.2020

Assistant Manager/Customer Analysis

Orangetheory Fitness
01.2013 - 01.2017

Bachelor of Science -

Southern New Hampshire University

Bachelor of Health Sciences -

Colorado State University

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KATHERINE BUJORIAN