Financial Analyst Sales

Kate Koert

**** ******* *****

Sandy Springs, GA 30350

Phone: 404-***-****

Email: *********@*****.***

Professional Experience

Comcast, Financial Analyst, Atlanta, GA (June 2017-Present)

*Supply Chain Operations Analysis

*Demand Planning

*Accrual Preparation

*Comparison of Forecast to Actual, Variance Analysis, Regional Reporting

* Third-party Vendor Management including Review of Vendor Billing against Contract

Fiserv, Senior Product Strategy Analyst, Alpharetta, GA (January 2015-February 2017)

*Long Range Planning/ Annual Operating Plan Development

*Market Sizing & Business Case Development

*Division Database Development Lead as Part of a Cross-functional Team

*Competitor Benchmarking

*Ad hoc Analysis in Support of Digital Channels Strategy & Business Development VP & Product Management Team

Mitsubishi Electric Cooling & Heating, Business Analytics Manager, Suwanee, GA (February 2014 – November 2014)

* Collaborate with Business Owners to Identify Critical Decisions and Needs

* Oversee Analytics and Business Intelligence Projects

* Develop and Maintain Reporting & Tools

* Hire, Train, and Supervise Analytics Team

Siemens AG (May 1999-December 2013)

Nokia Siemens Networks LLC, Project Controller, Atlanta, GA (April 2007 – December 2013)

* Budgeting, Forecasting, Comparison of Forecast to Actual, Variance Analysis

* Performance Analysis (Overall, Regional and Line of Business)

* Sarbanes-Oxley Compliance Testing of Revenue, Internal & External Audit

* Analysis & Interpretation of Financial, Project and Operating Information

* MS Office, SAP, Hyperion Essbase

Siemens Communications, Financial Analyst, Atlanta, GA (March 2004 – April 2007)

* Month-End Closing, Forecasting, Comparison of Forecast to Actual, Variance Analysis

* Determining Proper Handling of Financial Transactions and Obtaining Approvals according to Designated Limits

Siemens Medical Solutions, Inc., Trade-In Logistics Coordinator, Malvern, PA (October 2003-March 2004)

* Coordination of Trade-in Logistics Process for Medical Equipment

* Financial Reporting of Trade-In Operations/ Inventory to Modality Controllers

* Facilitation/ Support of Resale Group Efforts with Brokers

Siemens Energy & Automation, Inc., Senior Strategic Analyst, Alpharetta, GA (June 2000-February 2003)

* Market & Industry Analysis and Competitor Tracking

* Long-range Business Planning

* Mergers & Acquisitions including Due Diligence

* Top+ Programs & Productivity Administration

* Preparation of Executive Level Presentations, Speeches, and White Papers

Key Accomplishments: Facilitation of (3) planning cycles with US business units and related foreign operating entities in Europe, several M&A projects including target analysis, due diligence, and proposals as part of a cross-functional team.

Siemens Energy & Automation, Inc., Inside Sales, Ft. Washington, PA (May 1999-May 2000)

* Maintenance & Development of Distributor/ Client Relationships

* Outside Sales Support & Order Management

COLORCON, Global Marketing Research Analyst, West Point, PA (April 1997-January 1999)

* Market/ Industry Analysis using Primary & Secondary Research Techniques

* Design/ Maintenance of a Business Intelligence Library

* Product Database Design & Management

* Monthly Internal Updates to Management & Sales Force

* Tracking of Worldwide Pharmaceutical & Specialty Chemical Approvals/ Patents

Key Accomplishments: World-wide product database and sales lead generation tools for the specialty chemical industry supplying pharmaceutical and food & beverage accounts, target segmentation analysis reporting for product lifecycle management, creation of a competitive intelligence library and website (content) development.

Siemens AG, Intern (Market & Strategic Planning), Erlangen, Germany (January 1996-December 1996)

* Market & Specific Industry Analysis Research & Support (Domestic, Foreign & Global)

* Competitor Analysis & Benchmarking Research

* Corporate Planning Support (Financial Calculations & Research)

* Preparation & Translation of Presentations

Education

March 2002 Goethe Institute Zertifikat Deutsch (German Language Certification)

May 2001 Temple University MBA (General & Strategic Management)

January 1995 Temple University BBA (International Business Administration/ German)

Honors & Distinctions: Dean's List (Each Semester)

Vira Heinz Award (Study Abroad)

Magna Cum Laude

Community Service

2005 - Present Wish Granter, Make-A-Wish Foundation of Greater Atlanta & North Georgia

2009 - Present Board Member, Temple University Alumni Association, Atlanta Chapter

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