Katherine Hanlon
Phoenix,AZ
Summary
Knowledgeable financial manager with robust background in finance leadership and strategic planning. Successfully managed diverse financial operations, including budgeting, forecasting, and analysis, driving impactful business decisions. Demonstrated excellence in team leadership and financial data interpretation to support organizational goals.
Overview
14
14
years of professional experience
Work History
Sr. Finance Manager
LifeStance Health
12.2021 - 04.2025
- Improve visibility, forecasting, and consolidation and analysis of results and key metrics while advising senior management on insights and recommended actions
- Deliver timely and robust planning content with meaningful insights
- Drive standardization and documentation of streamlined planning and reporting templates
- Extract and model financial information, analyze and provide meaningful insights to Finance leadership, and other business partners
Accountant
Hanlon SBS
07.2018 - 12.2021
- Managed the daily operations of the accounting & finance department at several small businesses, including bookkeeping, HR, payroll, tax filings
- Monitored and analyzed accounting data and produced financial reports and statements, performed month end reconciliation
- Established and enforced proper accounting methods, policies and principles
Finance Associate
Droms Strauss Wealth Management
10.2017 - 06.2018
- Processed new accounts, distributions, transfers, with our custodians
- Reconciled cost basis on incoming account transfers and internal transfers
- Fully maintained and updated our internal systems: Portfolio Center, Junxure, etc. in order to ensure accuracy for all client accounts we managed
- Communicated with clients on a daily basis to assist them with their portfolios
Accounting Manager
Hollywood Casino Amphitheater
03.2015 - 10.2017
- Responsible for all financial aspects of the venue, from weekly operating reports, budget projections, AR/AP, Payroll and commission payouts for all workers and our non-profit groups
- Manage the cash room staff and vault security, Run sales reports and analyze sales data from shows
Analyst
St. Louis Area Business Health Coalition
05.2011 - 12.2014
- Analyzed financial data for all Missouri/Illinois hospitals. Created charts, graphs, spreadsheets, and pages for the BHC publications. Projections, budgets, and funding sources.
Education
Master of Science - Counsel
BSBA - Finance, HRM
Washington University
St. Louis, MO05.2011
Skills
- Advanced Excel proficiency
- Advanced pivot table analysis
- Statistical Analysis
- Budget Projection
- Quickbooks
- SAP
- Financial modeling
- Budget forecasting
- PeopleSoft
- Power BI
- Cost control
- Cash flow management
- Revenue growth
- Financial budgeting
Timeline
Sr. Finance Manager
LifeStance Health
12.2021 - 04.2025
Accountant
Hanlon SBS
07.2018 - 12.2021
Finance Associate
Droms Strauss Wealth Management
10.2017 - 06.2018
Accounting Manager
Hollywood Casino Amphitheater
03.2015 - 10.2017
Analyst
St. Louis Area Business Health Coalition
05.2011 - 12.2014
BSBA - Finance, HRM
Washington University