Caitlin Heidenthal

About Caitlin Heidenthal

Organized and insightful data analyst with 10+ years of experience analyzing business processes and revenue/expense trends, utilizing data visualization software to drive growth and boost sales results.My prior career experience includes 3 years as a financial analyst in the CPG industry working within the foodservice sector. Prior to that I spent 6 years working within the financial services industry, mainly concentrating in individual retirement planning and corporate 401k plan design/management.My software skills include Microsoft Excel, Microsoft Office, SmartView, Tableau/PowerBI, Oracle/JDEdwards, and Google Suite. Knowledgeable in process and project management, utilization of BI and data visualization tools, along with strong collaboration, communication and time management skills.

Experience

1. Lead Fp & a Analyst

   Upwork

   Mar 2026 — Present · Norfolk, VA, US

   As a Lead Analyst at Upwork, I drive revenue forecasting, enterprise performance insights, and executive reporting strategy.My work focuses on building scalable analytical systems that strengthen decision-making across Sales, Finance, and Solutions leadership. I’ve led initiatives to automate executive-level reporting, integrate revenue tracking into forecasting, and develop margin analysis tools that improve visibility and accountability across teams.I’m motivated by creating clarity in complex environments — aligning stakeholders, elevating data standards, and developing processes that enable teams to operate at a higher level.Long-term, I’m passionate about growing into people leadership — building high-performing analytics teams that combine technical rigor with strong business partnership.

Education

• Longwood University

  Bachelor of Science in Business Administration BSBA, Finance, Management

  2009 — 2013

• Longwood University

  Master of Business Administration - MBA, Data Analytics