KATHLEEN BLAUW
Johnston,IA
Summary
Results oriented team member successful at implementing strategy in a decisive manner. Possess an intimate knowledge of internal business processes, financial reporting, accounting, analysis, scientific modeling, forecasting, risk management, database design and reporting. Recognized leader who excels at motivating others to adapt to change and achieve defined goals. Proven capability to continuously learn, anticipate, motivate, lead and influence others towards effective solutions.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Analytic Consultant, AVP
Wells Fargo
09.2011 - Current
- Analytic Consultant supporting Customer Account Management
- Designed data base to utilize raw data for strategic reporting, manager tools and data validation
- Team Excellence Award recipient for identifying process changes in fee recording resulting in $14.5MM income opportunity for Wells Fargo.
- Communicate with management and finance changes in financial projections, risk and opportunities forecast savings
- Received Team Excellence Award for designing productivity review tools for front line managers in CAM to support productivity awareness.
- Established internal daily reporting to identify gaps in production volumes and productivity allowing real time results
- Provided analyses for staffing, expenses and processing resulting in significant financial savings and opportunities
- Maintained awareness of risk issues impacting key all levels of LOB to ensure appropriate escalation and follow-up.
- Generated ad-hoc reports to evaluate specific business requirements
- Developed complex dashboard and reporting tools to track business performance metrics
- Collaborated with stakeholders to identify business needs and data sources
- Analyzed data to identify root causes of problems and recommend corrective actions
- Created dashboards to monitor and track key performance indicators
- Deployed predictive analytics models to forecast future trends
- Identified patterns and trends in large data sets and provided actionable insights.
- Generated standard and custom reports to provide insights into business performance.
Financial Accountant
Principal Financial Group
05.2003 - 08.2011
- Member of Global Financial Reporting, provided support for dynamic forecasting, strategic financial metric reporting, managing depreciation for capital projects, managing account reconciliation, forecasting of capital projects, auditing of third party vendors and SOX implementation.
- Streamlined forecasting process to automate planning & budgeting uploads into PeopleSoft general ledger.
- Designed and implemented internal audit process for Corporate Services.
- Delivered exceptional project management and addressed complex business strategy for senior leaders,Vice Presidents and CEO.
- Developed SOX procedures and reporting for auditing of third party vendors
- Provided cost savings opportunity analysis of $2MM by proactively working to identify and resolve strategic concerns.
- Designed and managed depreciation database and journal entries interface associated with capital projects
- Provided financial results for SEC reporting.
- Analyzed and presented monthly budgets to senior executives to drive efficiency, identify cost savings opportunities and minimize risk.
Education
No Degree - Business Administration
Mount Marty College
South Dakota, United StatesSkills
- Knowledge of GAAP guidelines
- Risk management expertise
- Budget analysis
- Financial forecasting
- Scientific modeling
- Business Intelligence
- Strategic Planning
- Model Development
- KPI Tracking
- Risk Assessment
- Workflow Analysis
- Excellent Communication
- Forecasting and planning
- Trend Data Analysis
- Business Intelligence
- Six Sigma
Accomplishments
- Team Excellence Award Winner 2013 & 2015.
- Identified and communicated an opportunity to offset recording costs by $1.8M in 2015 and $4M thereafter.
- Developed an employee review tool to calculate productivity results for production FTE, saving managers 200 hours a month.
- Designed an accurate scientific forecast model to calculate staffing needs to comply with the OCC consent order, article 4.
- Created a back test process to test effectiveness of capacity models to obtain a threshold variance of 3%.
- Created a database to utilize raw data for strategic reporting, data validations and forecasting risk.
- Recommended changes to occupancy expense allocation resulting in 10M annual savings.
- Worked directly with ITW distributors and the New York Fire Department to establish lines of credit within 24hours to receive and distribute millions of dollars of welding equipment to aid in 9/11 recoveries.
Certification
Business Leadership
Advanced Microsoft Office
Internal Fraud Examiner
Timeline
Senior Analytic Consultant, AVP
Wells Fargo
09.2011 - Current
Financial Accountant
Principal Financial Group
05.2003 - 08.2011
No Degree - Business Administration
Mount Marty College
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