Katelyn Pedersen

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

Promoted to manage team of 4 in processing 50M+ claims totaling $3B+ per week Steered major system improvement projects from conception to execution, including requirements gathering, design, testing, and deployment; ensured adherence to project schedule and scope Evaluated staff performance and oversaw personnel actions including hiring and dismissals; recognized and developed strengths of individual team members through personalized coaching Developed and adhered to internal controls to guarantee accuracy/compliance and safeguard assets Supported Accounting team in FP&A activities, communicating updates to Senior Leadership as necessary

Responsible for claim payment processing and adhering to state and federal prompt pay legislation including the creation and delivery of remittance advices Monitored, escalated, and resolved range of production issues by identifying root causes, seeking collaborative input, and developing effective solutions. Created and analyzed ad hoc reporting for Senior Leadership, internal departments, and external clients Fielded questions as a subject matter expert Reconciled GL accounts

Performed weekly analysis of pharmacy open balances to effectively manage $30M in receivables Acted as SME for Electronic Remittance Advice Reporting (835) Oversaw projects impacting finance by testing & ensuring nondisruptive rollouts Created & automated reports for reporting & metrics needs Calculated monthly interest payments to clients Maintained all Prompt Pay client/pharmacy & OIGX table setups to ensure timely payments/withholds Reviewed & processed all invoices & withholds for monthly payments Answered pharmacy/vendor inquires quickly & completed necessary adjustments

Analyzed and projected budgets for expense and revenue accounts Generated mid-month & end of month statements Designed tip and labor reporting spreadsheets Managed and developed staff of over 180 employees Processed bi-weekly payroll & weekly AP Reconciled and maintained all cash banks Investigated and resolved discrepancies in revenue and expense data Performed ad hoc projects for upper management Processed and analyzed daily transactions Supported the accounting team by researching all questions

Researched and reported the financials of new business ventures to senior management Compiled and analyzed data to reduce expenditures Decreased COGS by analyzing prices, establishing proper profit margins and developing controls Processed weekly Payroll and Accounts Payable Effectively caught tax discrepancies within software and proposed recommendations to correct future issues Investigated variances in employee submitted reports Audited and reconciled bank accounts on weekly basis Designed excel spread sheets to simplify financial data Processed and reviewed daily transactions for 5 entities in general ledgers Streamlined accounts receivable procedures by recommending new software