Katelyn Pedersen

Experience

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  Sommerset Pointe

  Jan 2012 - Jan 2013

  Office Manager

  Researched and reported the financials of new business ventures to senior management Compiled and analyzed data to reduce expendituresDecreased COGS by analyzing prices, establishing proper profit margins and developing controlsProcessed weekly Payroll and Accounts Payable Effectively caught tax discrepancies within software and proposed recommendations to correct future issuesInvestigated variances in employee submitted reportsAudited and reconciled bank accounts on weekly basisDesigned excel spread sheets to simplify financial dataProcessed and reviewed daily transactions for 5 entities in general ledgersStreamlined accounts receivable procedures by recommending new software Show less

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  Lettuce Entertain You Restaurants

  Jan 2013 - Jan 2017

  Office Manager

  Analyzed and projected budgets for expense and revenue accountsGenerated mid-month & end of month statementsDesigned tip and labor reporting spreadsheetsManaged and developed staff of over 180 employeesProcessed bi-weekly payroll & weekly APReconciled and maintained all cash banksInvestigated and resolved discrepancies in revenue and expense dataPerformed ad hoc projects for upper managementProcessed and analyzed daily transactions Supported the accounting team by researching all questions Show less

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  CVS Health

  Jan 2017 - Jan 2022

  Promoted to manage team of 4 in processing 50M+ claims totaling $3B+ per weekSteered major system improvement projects from conception to execution, including requirements gathering, design, testing, and deployment; ensured adherence to project schedule and scopeEvaluated staff performance and oversaw personnel actions including hiring and dismissals; recognized and developed strengths of individual team members through personalized coachingDeveloped and adhered to internal controls to guarantee accuracy/compliance and safeguard assetsSupported Accounting team in FP&A activities, communicating updates to Senior Leadership as necessary Show less Performed weekly analysis of pharmacy open balances to effectively manage $30M in receivablesActed as SME for Electronic Remittance Advice Reporting (835)Oversaw projects impacting finance by testing & ensuring nondisruptive rolloutsCreated & automated reports for reporting & metrics needsCalculated monthly interest payments to clients Maintained all Prompt Pay client/pharmacy & OIGX table setups to ensure timely payments/withholdsReviewed & processed all invoices & withholds for monthly paymentsAnswered pharmacy/vendor inquires quickly & completed necessary adjustments Show less

  • Financial Operations Manager

    Jan 2020 - Jan 2022

  • Sr. Financial Analyst

    Jan 2018 - Jan 2020

  • Financial Analyst

    Jan 2017 - Jan 2018
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  Imagen Dental Partners

  Jan 2022 - now

  Manager, FP&A

  Owned the Financial Performance Management Platform, Planful Automated the Cash Flow Statement at an entity level utilizing Power BI & Planful Managed FP&A Intern Designed budget templates at operations and corporate level Created monthly financial review packages and led discussions highlighting trends and providing insights for Senior Level Leadership and the Executive Leadership Team Developed complex excel financial models for the ELT used to make business decisions and inform the Board of Directors Collaborated with team members to create annual and quarterly budgets/forecasts for the P&L, Balance Sheet, and Cash Flow Assisted in creating monthly and quarterly financial PowerPoint presentations for the ELT and BOD Worked with cross-functional teams to improve the accuracy of financial data and the month-end close process Performed ad hoc analyses and projects to identify cost savings, maximize efficiency, and mitigate risk Conducted variance analysis and worked with accounting and department leaders to resolve issues Show less