Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
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Katherine McCaffety

Huntsville,Texas

Summary

Highly-motivated financial professional with 10+ years of experience skilled at all stages of budgets and forecasts from planning to execution and monitoring of the complete P&L seeking an opportunity with a growing company. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills, but also enjoys collaboration with peers at various levels. Working knowledge about analytical approaches, data modeling, trend forecasting, month-end closing processes. Experience in various sectors; government, power generation facilities, chemical manufacturing, and contract based technology service provider. Advanced skills in Excel with various add-in functions such as Analysis and EPM. SAP, TM1/Cognos, Workday.

Overview

10
10
years of professional experience

Work History

Senior Financial Analyst – FP&A

Epiq Global
Remote, United States
08.2021 - 02.2024
  • Direct FP&A contact and liaison for multiple business units with yearly revenue ~$50+ million
  • Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
  • Prepare, analyze, maintain, and present monthly/yearly budgets and forecasts
  • Manage, track, advise, and present on monthly, quarterly, and yearly expenses to include variance explanations and trends; key partner in month end closing process
  • Financial statements and FP&A including P&L and EBITDA analysis; headcount reporting and analysis
  • Modeling for cost reduction and EBITDA improvement initiatives
  • Lead preparer for MBR and QBR presentations across multiple channels and business units to include executive level leadership with yearly revenue ~$300+ million
  • SAP, Workday, Excel add-ins EPM and Analysis
  • Awarded 'Grace Under Fire' by management team for proven ability to remain calm, rational, and focused during high stress seasons while maintaining smooth transitions among multiple high priority tasks/deadlines.

Financial Controller

Indorama Ventures
The Woodlands, TX
10.2018 - 08.2021
  • Prepare, analyze, maintain, and present monthly/yearly budgets and forecasts for a chemical manufacturing facility
  • Manage, track, advise, and present on monthly, quarterly, and yearly expenses to include variance explanations and trends to budgets and forecasts
  • Identify and analyze monthly accruals
  • Month end closing processes to include balancing of production/inventory, work orders, settlements
  • Research fixed asset values, depreciation amounts, and remaining asset book values
  • Review bill of materials, activity rates, absorption, and recovery calculation and variances
  • Various requests from HQ in Bangkok; treasury/daily wire transfer approver
  • Accounting: AP and AR research and analysis, journal entry analysis
  • Financial statements and FP&A including P&L and EBITDA analysis
  • KPI support
  • Fixed asset counts and audits, to include collaboration with external auditors
  • Team Lead for Indirect Tax Group
  • Daily use of SAP, TM1, complex Excel workbooks to include vlookups, Outlook, Teams, Webex
  • Daily communication (calls, email, etc) with global coworkers and customers, executive management
  • Full time remote work since May 2020.
  • Performed variance analysis between actual results and budgeted amounts.

Financial Analyst III

Entergy
The Woodlands, TX
08.2015 - 10.2018
  • Prepare, maintain, and present budgets and forecasts for 2 power generating facilities located in Mississippi
  • Manage financials and budget for $10 million demolition project in Mississippi
  • Prepare monthly fixed asset reports and accruals in accordance with SOX and internal control procedures
  • Create Cognos queries and reports
  • Maintain company exclusive internal budgeting and forecasting tools
  • Provide analysis of large raw sets of data for reporting purposes to include financial performance and variance explanations
  • Daily communication with the customers (power facilities) for various areas of advisement for their financial operations
  • Identification, creation, and management of capital and O&M projects in accordance with industry regulations.

Senior Budget Analyst

Texas Department of Criminal Justice
Huntsville, TX
09.2013 - 07.2015
  • Review expenditure patterns and made recommendations for the utilization of agency funds
  • Organize, analyze, and monitor agency’s budgetary activities
  • Prepare budget and management reports to include expenditure trends; monthly, quarterly, yearly
  • Develop program performance measures and evaluate workload measures throughout the agency
  • Prepare fiscal notes and provide analysis of state legislation and agency budget instructions to contribute to the creation of the legislative appropriations request
  • Prepare grant applications for various programs within the agency.

Education

MBA Banking & Financial Institutions -

Sam Houston State University
08-2012

BBA Banking & Financial Institutions -

Sam Houston State University
12-2008

Skills

  • Executive Leadership Advisement & Support
  • Communication/Collaboration/Presenting to mixed audiences
  • Financial Management
  • Budgetary Planning & Preparation
  • Variance Analysis
  • Internal Controls
  • Financial Forecasting & Modeling (Revenue/Expenses)
  • Research and Data Analysis
  • Risk & Opportunity
  • Headcount Analysis
  • Advanced Excel
  • SAP

Affiliations

  • Board of Director and Treasurer for privately held family timber company

References

References available upon request.

Timeline

Senior Financial Analyst – FP&A

Epiq Global
08.2021 - 02.2024

Financial Controller

Indorama Ventures
10.2018 - 08.2021

Financial Analyst III

Entergy
08.2015 - 10.2018

Senior Budget Analyst

Texas Department of Criminal Justice
09.2013 - 07.2015

MBA Banking & Financial Institutions -

Sam Houston State University

BBA Banking & Financial Institutions -

Sam Houston State University

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