Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathleen Hallo

Yorba Linda,CA

Summary

Strategic Finance Lead with over 6 years of experience driving financial planning and strategy for B2B SaaS companies, including products focused on AI and machine learning. Expertise in FP&A, project management, and workflow optimization to enable scalable, sustainable growth. Proven ability to leverage data-driven insights to implement cost-saving initiatives, enhance profitability, and support executive decision-making through clear financial analysis and reporting.

Overview

8
8
years of professional experience

Work History

Business Operations Finance Lead

TensorIoT, Inc.
06.2019 - Current
  • Designed and implemented a forward-looking income projection tool to forecast revenue trends and identify pipeline gaps, enabling proactive financial planning, and contributing to a 20% increase in quarterly revenue through improved sales targeting and budget alignment.
  • Overhauled the company’s billing system by implementing sprint-based invoicing for project work, resulting in a 40% improvement in cash flow consistency, significantly stabilizing financial operations.
  • Led the development and implementation of financial KPI dashboards, enabling real-time tracking of performance against quarterly and annual targets, and contributed to a 10% improvement in financial efficiency. Facilitated weekly meetings with senior leadership to review metrics, drive accountability, and inform strategic decisions.
  • Directed a cross-departmental profit analysis initiative to identify operational inefficiencies and implement cost-saving strategies, resulting in a 10% reduction in overall operating expenses, and improved departmental budget accountability.
  • Oversaw AWS project timeline management to mitigate financial risk, ensuring timely claim submissions, and strategically extending deadlines when appropriate, reducing delays in cash claims by 30%.
  • Prepared monthly and quarterly financial reports, including income statements, balance sheets, cash flow statements, trend analysis, variance analysis and other ad-hoc reporting.

Owner & CEO

Khopper Dice
11.2019 - Current
  • Founded a successful luxury gaming accessories brand specializing in handmade dice for tabletop RPGs, driving consistent year-over-year growth in social reach, and increased annual revenue by 30% through strategic branding and product innovation.
  • Spearheaded the design and production of Vampire: The Masquerade-inspired luxury dice, collaborating with Arcana Cast engineers and Paradox Interactive’s brand marketing manager to ensure full brand alignment and commercial quality compliance, resulting in a sold-out launch and a 20% increase in brand engagement.

Logistics Manager

Varga Media Solutions
07.2017 - 02.2019
  • Developed data-driven, highly targeted marketing reports for enterprise clients, including McDonald’s, Verizon, and Comcast, resulting in a 20% increase in new customer acquisition and contributing to measurable increases in campaign ROI and sales growth.
  • Led collaboration with vendors to execute a two-week McDonald’s distribution campaign, successfully delivering over 300,000 door advertisements to targeted households across Los Angeles County, enhancing local market reach, and boosting regional brand visibility.
  • Built and maintained strong partnerships with key suppliers and vendors to ensure consistent, on-time supply chain operations, resulting in a 98% on-time delivery rate, and reducing supply chain disruptions by 30%.

Education

Fullerton College
Fullerton, CA
01.2014

Skills

  • Workflow optimization
  • Data analysis
  • Financial Planning and Analysis (FP&A)
  • SQL
  • Accounting
  • Cost reduction
  • Financial analysis
  • Financial reporting
  • Business budgeting and forecasting
  • KPI development
  • Financial modeling
  • Cash flow management
  • P&L tracking
  • Debt management
  • Cross-departmental and cross-functional communication
  • Documentation development
  • Strategic planning
  • Time management
  • Critical thinking
  • Adaptability
  • Problem solving
  • Proficient in JIRA, Confluence, AWS, Salesforce, Quickbooks, and Excel

Timeline

Owner & CEO

Khopper Dice
11.2019 - Current

Business Operations Finance Lead

TensorIoT, Inc.
06.2019 - Current

Logistics Manager

Varga Media Solutions
07.2017 - 02.2019

Fullerton College

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