Kathleen Young

About Kathleen Young

SENIOR FINANCIAL ANALYST Highly qualified financial/data management professional…

Experience

1. Financial Budget Analyst

   Sysco Guest Supply

   Mar 2017 — Present

   Lead the Budget Planning and Forecasting processes across all operating units, including cost center budgets and headcount. • Lead point of contact during the budget Planning and Forecasting for the subsidiary, including cost center budgets, consolidations and headcount.• Review select monthly financial results, analyze variances, investigate causes of key variances, and prepare summary reports.• Regularly monitor expense lines to quickly identify changes in trends to alert management.• Provide regular reports at determined frequency to influence business processes.• Prepare weekly and monthly standardized reporting packages.• Perform book close activities including monthly HC analysis. • Support the Sales team with financial information needed to support customer requests, to understand customer profitability, and to develop / validate assumptions that form the basis for forecasts and budgets.• Provide monthly reports for sales and marketing, distribution, supply chain and management to assist in running their business.• Assist in the development, implementation and maintaining reporting tools that leverage existing data in PeopleSoft to provide key indicators of profitability.• Help with preparation and consolidation of working documents and financial statements.• Review sales, cost and spending trends and identify variances or changes that require management attention. • Train and oversee two team members including PeopleSoft and Excel reports and packages. • Assist in the development of market research and analysis, and business cases.• Participate in providing information needed to make the key decisions as it relates to contribution margin.• Perform other analysis as requested by executive management.

Education

• Rider University

  Bachelor's degree, Accounting

  1996

Skills

• Expense Management
• Vendor Management
• Microsoft Excel
• Account Reconciliation
• Management
• Process Improvement
• Client Support
• Telecommunications
• Analysis
• Financial Analysis
• Leadership
• Wireless
• Forecasting
• Budgeting
• Customer Service