Functional Skills

Business Planning
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation
Data Visualization / Reports

Software Skills

SQL
MySQL
Microsoft Excel
Data visualization
Database design
Database migration
Datatables
Google Analytics
Microsoft PowerPoint
Quickbooks

Sector Experience

Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Retail

Languages

English
Bulge Bracket Investment Banks

Experience

Kaitlin M. Windle Consulting Corporate Strategy & Development
Consultant
8/2014 - Present
Focused on helping businesses utilize data to create strategic plans, manage cash flow and stream-line systems.
Anderson Ranch Arts Center Other
Controller
4/2016 - 6/2018
CFO role at nonprofit, responsible for $5m+ operating budget, $8m+ endowment
Aspen Santa Fe Ballet Other
Development Director
7/2012 - 8/2016
Nonprofit fundraising
Pantheon Ventures Finance
Associate
5/2010 - 7/2012
Generalist private equity associate focused on secondaries
Paul Capital Partners Finance
Business Development Manager
6/2008 - 1/2010
Healthcare private equity
JPMorgan Chase & Co Finance
Investment Banking Analyst
7/2006 - 4/2008
Investment Banking Analyst in the Consumer, Healthcare & Retail Group