KATHERINE RAU
Encinitas,CA
Summary
Adaptable professional that works well independently with proven analytical, leadership, and organizational skills. Aiming to leverage abilities to successfully fill the best fit forward at this organization. Frequently praised as efficient and uplifting by peers, with over ten years' experience. Can be relied upon to help many companies achieve its goals. Proactive data analyst with 10+ years product management experience in start-up technology business environments. Effective driver of product development lifecycle from concept to delivery. Communicative and collaborative with proven history of improving business operations to support corporate growth and revenue.
Overview
11
11
years of professional experience
Work History
Sr. Data Analyst
Scripps Institute Research
08.2022 - 08.2023
- Created and automated data visualizations to present insights
- Analyzed large amounts of data to identify trends and find patterns, signals and hidden stories within data
- Performed root-cause analysis on data-related system problems to recommend or execute corrective action
- Leveraged text, charts and graphs to communicate findings in understandable format
- Used business objects, business intelligence and other reporting tools to extract data from data solutions and data warehouses
- Assessed large datasets, drew valid inferences and prepared insights in narrative or visual forms
- Developed and implemented data collection systems and other strategies to optimize statistical efficiency and data quality
- Managed key tasks and resources to achieve cost, schedule and strategic growth initiatives
- Interpreted business questions and collaborated with engineering teams to identify data sources
- Identified, reviewed and evaluated data management metrics to recommend ways to strengthen data across enterprise
- Utilized data visualization techniques to present and explain complex data sets
- Generated standard and custom reports to provide insights into business performance
- Assisted with creating data cubes and OLAP models to improve data analysis.
Data Analyst
Valta Solar
06.2020 - 07.2021
- Produced monthly reports using advanced Excel spreadsheet functions
- Identified, analyzed and interpreted trends or patterns in complex data sets
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources
- Utilized data visualization tools to effectively communicate business insights
- Used statistical methods to analyze data and generate useful business reports
- Upheld security and confidentiality of documents and data within area of responsibility
- Production reporting
- Monthly reporting to lenders and investors based off ownership structure
- Managed high volume entities and bank accounts
- Form entity structure for NEM & FiT Solar projects: prior to development and Go-live
- Payroll and workmen's comp reporting for our construction arm (Clean Power
- Construction, LLC)
- Managed compliance needs for each entity based on city and state tax requirements
- Asset management and implement a new process for all company assets
- Built Cloud platform for all production and billing needs
- Reconciled projects that were live prior to my arrival
- Found solutions to problems presented to me each day
- Administrative and operating Policies and Procedures for employees
- Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures
- Onboarding & Culture hosted and planned special events
IT Purchasing & Data Architect
American Logistics
07.2018 - 06.2020
- Maintained complete documentation and records of all purchasing activities
- Checked items received against items ordered by verifying receipts
- Negotiated with suppliers, vendors and other representatives
- Maintained and reviewed computerized records of items purchased and costs associated with purchases
- Negotiated policies and contracts with vendors to achieve optimal pricing and consistent availability
- Employed expert inventory management and oversight skills to formulate business metrics and meet corporate goals
- Determined lowest possible cost, factoring in quality, and reliability and negotiated favorable contracts
- Analyzed sales and inventory data to determine purchasing needs and reorder points.
CEO, Executive Assistant & Accounting Lead
DealerSocket, Inc
07.2012 - 07.2018
- Prepared budgets for approval, including those for funding or implementation of programs
- Directed or coordinated activities of businesses or departments concerned with production, pricing, sales, or distribution of products
- Negotiated or approved contracts or agreements with suppliers, distributors, federal or state agencies, or other organizational entities
- Reviewed reports submitted by staff members to recommend approval or to suggest changes
- Appoint department heads or managers and assign or delegate responsibilities to them
- Directed human resources activities, including approval of human resource plans or activities, selection of directors or other high-level staff, or establishment or organization of major departments
- Located vendors of materials, equipment or supplies, and interviewed them to determine product availability and terms of sales
- Developed and implemented purchasing and contract management instructions, policies, and procedures
- Coordinated services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security
- Met with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress
- Reviewed event bills for accuracy, and approved payment
- Maintained records of event aspects, including financial details, Prepared invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software
- Conducted research, compile data for executives
- Attended meetings to take notes
- Read and analyzed incoming memos, submissions, and reports to determine their significance and plan their distribution
- Made travel arrangements for executives
- Prepared agendas and made arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings
- Coordinated and directed office services, such as records, departmental finances, budget preparation
- Supervised and trained other clerical staff and arranged for employee training by scheduling training or organizing and creating training material
Education
Bachelor of Science - Business & Technology Business Administration
SAN ELIJO MIRA COSTA COLLEGE
Cardiff, CA06.2005
Skills
- SalesForce
- Sage/Intacct
- BluPointio
- QuickBooks
- C Suite & Legal Team Admin
- Communication Etiquette
- Problem Solving
- Organizational Skills: Trello
- Office Admin
- Restructuring
- Financial Reporting
- Expense Reports
- Budgeting
- Multilevel Entity Management
- State & Federal compliance (CA, UT, HI & DE) Production Reporting
- Project Management (IT & Construction) Tradeshow Management
- Vendor Management
- Collateral Design & Ordering
- Box
- DocuSign
- ShareFile
- Dropbox
- Outlook
- Excel
- G-Suite
- Logistic Regression
- Capital and Resource Allocation
- Computer Server Management
- Trend Data Analysis
- Regulatory Reporting Requirements
- Transition Coordination
- System Optimization
- Business Tracking
- Project Proposals
- Metadata Enhancements
- Network Monitoring
- Accounting Procedures
- Accounts Payable and Accounts Receivable
- Financial Modelling
- Administration and Management
Accomplishments
- NetSuite & BluPoint.io: Solar Energy (IMP 2021)
- Sage/Intacct & SalesForce: Solar Energy (IMP 2021)
- SoftChoice: IT Ordering & Managing C-Level approvals (IMP 2019)
- Sage/Intacct & SalesForce: Tech (IMP 2018), IT Purchasing & EA to, & CTO
Timeline
Sr. Data Analyst
Scripps Institute Research
08.2022 - 08.2023
Data Analyst
Valta Solar
06.2020 - 07.2021
IT Purchasing & Data Architect
American Logistics
07.2018 - 06.2020
CEO, Executive Assistant & Accounting Lead
DealerSocket, Inc
07.2012 - 07.2018
Bachelor of Science - Business & Technology Business Administration
SAN ELIJO MIRA COSTA COLLEGE
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