Understanding Financials LLC
Reno, Nevada Area
- Current
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- Financial Analysis Consultant at Understanding Financials
- Past
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- Facilitator and Project Manager at Northgate Special Assessment District
- CEO at Understanding Financials
- Business Alliance Mgr/Product Mgr at Blue Martini Software
- Manager at Deloitte Consulting
- Senior Consultant at Accenture
- Developer at Wells Fargo
- Senior Police Officer at Bay Area Rapid Transit
- Police Officer at Montebello Police Department
- Webmaster at Donated Web Services
- Research experience at Genealogy
- Education
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- University of California, Berkeley
- University of Nevada-Reno
- Regis University
- Vendor Training
- Accenture Training Program
- Diablo Valley College
- Recommended
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8 people have recommended Kathleen - Connections
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61
connections
- Industry
- Accounting
- Websites
Kathleen Kerwin’s Summary
Understanding Financials LLC (7) Years Business Owner/Developer: Financial Analysis Software
Blue Martini Software/ Deloitte.com (2) Yrs Business Alliance Manager, Product/Project Mgmt
Accenture (4) Yrs IT Consulting Team Lead in Systems and Application Development
Wells Fargo (6) Yrs IT Application Development, Systems Development and Operations
BART PD & Montebello PD (7+) Yrs Law Enforcement as sworn Police Officer, California
Kathleen Kerwin’s Specialties:
I am studying for my California and Nevada CPA license.
I'm working toward a speciality in forensic accounting. An example of my forensic (the evidence will stand up in court) research capability is investigating my own family tree with minimal information as a starting point. See Research experience below.
Kathleen Kerwin’s Experience
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Financial Analysis Consultant
Understanding Financials
(Accounting industry)
November 2006 — Present (3 years 1 month)
As a consultant I analyzed financials for a business manager of a company with $1.4M op revenue in the budgeting process. I used my automated financial analysis process to quickly develop a budgeting tool to facilitate company internal financial analysis.
I work as an independent financial analyst to complete internal and external analysis for Trend and Competitive analysis. -
Facilitator and Project Manager
Northgate Special Assessment District
(Non-Profit Organization Management industry)
July 2009 — October 2009 (4 months)
Created and implemented the organization strategy of the Special Assessment District which included up to 35 active volunteers. I made an orderly hand off to the next phase that was seemless.
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CEO
Understanding Financials
(Accounting industry)
January 2001 — November 2006 (5 years 11 months)
Owner/Developer (2001/2008) Developed automated software tools to download current financial data and analyze financial statements. I developed an Excel application using VB6 that accessed 10KWizard data online for all publically traded companies reading in all corresponding financial data, industry norms & averages and ratios. I packaged my product using Installshield and Crypkey encryption/licensing which was downloaded on the internet for purchase by consumers.
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Business Alliance Mgr/Product Mgr
Blue Martini Software
(Computer Software industry)
November 2000 — July 2001 (9 months)
Integration Product Manager (Spring/Summer 2001) Worked with the Integration Product Director to build a cohesive strategy and development plan for Product Integration.
Senior Technical Alliance Manager (2000/2001) Supported partnerships / vendor alliances for pre and post sales requests for Integration of building product adapters by writing requirements.
I joined Blue Martini as a Sr Tech Alliance Manager after working with Blue Martini for approx 2 years with Accenture and Deloitte Consulting. I supported the Business Development Managers by doing technical research for ISV partners and prospective partners. I completed a survey of the status of Integration at Blue Martini in addition to supporting numerous projects and partners. I was offered the position of Integration Product Manager which was a natural step given the work I was doing at the time. -
Manager
Deloitte Consulting
(Partnership; DC; Management Consulting industry)
November 1999 — November 2000 (1 year 1 month)
Chevron Solution Center Proposal (Fall 2000) Co-wrote and presented proposal as Methodology/CMM Expert Advisor for building and supporting a Solution Center (SC) for 150 employees.
Project Manager for Proposal (Spring 1999) Led 1-1 Marketing Team proposal for Longs.com
Project Manager (Winter 1999) I led a team of 7, including two managers (Business and IT), to write the data and business requirements for Personalization, Profiling and Campaign Management for 3Com’s B2B and B2C websites.
Creative Labs Website Proposal (Fall 1999) Led team, co-wrote and presented proposal for a Blue Martini Website solution.
Blue Martini / Deloitte Alliance (1999/2000) Relationship manager, negotiated contract. Worked on numerous proposals.
In addition I interviewed and helped hire approx. 12-15 team members of the eBusiness Unit. -
Senior Consultant
Accenture
(Public Company; ACN; Management Consulting industry)
June 1996 — November 1999 (3 years 6 months)
Men's Wearhouse Blue Martini Website - I was assigned as the Team Lead on the Interface Development Team which built the internet and backoffice connection on time and on budget.
PACT - The PACT project (deployed in Jan 1999) experienced performance issues. I was assigned to identify bottlenecks.
BellSouth - I led a team of four developers on the proposal to port the BellSouth.net Service Activation areas into Portal Infranet.
Teleworks - Pathway Y2K - The Y2K project was a three-step process for assessing the Pathway project as year 2000 compliant; application review, development and testing.
Teleworks - Pathway - I led a long term project to improve the Pathway application which included 10 mini projects. One of the Pathway projects was the purchasing of the core app/sys technology by Celcom Malaysia. I led the Teleworks effort to help the Celcom Malaysia team train their own employees to build their application and support teams to convert Pathway into their core telecommunications application/support platform.
Teleworks Build Manager - Configuration Management Build Manager for the Iridium Project.
AC Temp Sr. Consultant (Fall 1996/1997) Led dev/prod tech support on the $100M+ Customer Care Broadband Project at PacBell after approx. 6 months of the 12 month assignment. When the project moved to production, I led the team to build the Customer Service Training Environment on schedule in a period of 6 weeks while supervising (6) employees. This project would later be converted in the Pathway software that was resold to Celcom Malaysia. -
Developer
Wells Fargo
(Public Company; WFC; Financial Services industry)
June 1993 — June 1996 (3 years 1 month)
Programmer Analyst (1993/1996) I was selected to independently develop functionality on the Interbold ATM’s that introduced technology that had not been developed previously by WFB. I successfully customized Bill Pay, as well as Direct Deposit Advance within the development period allocated. This was the first software implemented on the newly rolled out Interbold ATM's.
System Tech Support (1990/1993) Provided admin and technical support, as well worked in system operations -
Senior Police Officer
Bay Area Rapid Transit
(Government Agency; 51-200 employees; Law Enforcement industry)
September 1983 — June 1990 (6 years 10 months)
Uniform vehicle patrol; enforcement of penal, vehicle and municipal codes; emergency response; bilingual spanish interpreter/translator.
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Police Officer
Montebello Police Department
(Government Agency; 51-200 employees; Law Enforcement industry)
October 1980 — June 1983 (2 years 9 months)
Uniform vehicle patrol; enforcement of penal, vehicle and municipal codes; emergency response; bilingual spanish interpreter/translator.
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Webmaster
Donated Web Services
(Internet industry)
1980 — 1981 (1 year )
Helped a family owned business become web saavy.
http://www.toniroller.com
Work took place from August 2008-2009. I changed the work dates above to keep this listing from being at the top of my list of current work experiences. -
Research experience
Genealogy
(Research industry)
1980 — 1980 (less than a year)
Researched my family tree to find that our Sullivan family came to Saratoga Springs, NY from Irish Counties Cork and Kerry in 1846 during the famine. The effort is a good representation of my research abilities with real life usefulness that has helped bring together several generations. The research incorporated written online documentation, on site investigation of family documents and letters, and oral history.
The only initial clues I started with were that I was related to Ed Sullivan of TV fame and his uncle, my grandfather Colonel Daniel P. Sullivan, was the Assistant NY State Attorney from 1929-1937. One of my goals is to find the contributions my grandfather made during the depression and if they led to any subsequent protections developed in the securities market. There is current evidence through the work of current NY State Attorney Cuomo and former NY State Attorney Spitzer, that this office is a key organization in molding the securities environment with protections through regulations, investigations and prosecutions.
http://www.sullivansofsaratogasprings.com/
Work took place from 1990-2009. I changed the work dates above to keep this listing from being at the top of my list of current work experiences.
Kathleen Kerwin’s Education
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University of California, Berkeley
1990 — 2009
Introduction to Electrical Engineering
Audit 4 units
U.C. Berkeley Extension
Object Oriented Approach to C++
Statistics
Object Oriented Programming in C++
BSD UNIX Internals
COBOL and SQL
Advanced Skills in UNIX
Advanced C and C++ for Professional Prog.
PC Assembly
Data Communications
Accounting:
Intermediate Financial Reporting (3rd semester): A- -
University of Nevada-Reno
Accounting Licensure , Accounting , 2007 — 2008
- Activities and Societies:
- Joined Beta Alpha PSI (Honors program for Accounting, Finance and IS majors) at University of Nevada.
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Regis University
MBA , Finance and Accounting , 2001 — 2007
- Activities and Societies:
- Graduated with Honors with a 3.889 GPA
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Vendor Training
1998 — 2001
Cellular and Wireless LL Telecommunications (Telestrategies)
Portal Infranet Advance Development Training
Blue Martini Training:
Emerchandising
WebConnect
DataMining -
Accenture Training Program
1996 — 1999
Project Planning and Estimation
Leadership and Supervision
Management and Leadership
Spirit of Facilitation
Four Behavior Styles
Requirements Analysis & Design
Team Building Workshop -
Diablo Valley College
Equivalent of minor each in , Math (engineering focus) and Computer Science , 1988 — 1991
GPA 3.1+
- Activities and Societies:
- Worked as a math tutor in the DVC Math Lab, as well as on-site at PacBell in San Ramon for distance learning classes.
Additional Information
Kathleen Kerwin’s Websites:
Kathleen Kerwin’s Interests:
I learned to speak fluent Icelandic, in a 2 month period, at the age of 4yrs while living in Iceland. I worked as an Au Pair in Germany at the age of 21 and learned fluent German over the Summer. While working as a bilingual police officer I learned to speak fluent Spanish and was regularly requested for my translation skills, as well as on site translation. I was certified as a bilingual spanish speaking officer by the San Jose Police Department in 1986.
Kathleen Kerwin’s Groups:
SCIP; Society of Competitive Intelligence Professionals
Member of Toastmasters International; I've earned my CC certificate and am working on my ACB certificate at UNR Toastmaster's.
Served as Toastmasters Area 23 Governor for district 39 in Reno Summer/Fall 2007
Joined Beta Alpha PSI (Honors program for Accounting, Finance and IS majors) at University of Nevada.
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UNR Alumni -
Regis University Alumni Association -
Deloitte. -
Accenture Alumni Worldwide Group -
Big 4 Alum & EE's CPA, MBA Pricewaterhouse PWC, Deloitte Touche,Ernst EY, KPMG Goal 5,000 Users eom -
Society of Competitive Intelligence Professionals -
Wells Fargo Alumni -
The Law Enforcement and Information Technology Network -
American Police Veterans
Kathleen Kerwin’s Honors:
Published articles:
UNDERSTANDING FINANCIAL STATEMENTS as published in the May/June 2003 issue of Competitive Intelligence Magazine from the Society of Competitive Intelligence Professionals (SCIP) www.scip.org
http://www.understandingfinancials.com/CI+May_June+03+Kerwin.pdf
What does a SEC 10K really tell you? as published in the Nov/Dev 2004 issue of Competitive Intelligence Magazine from the Society of Competitive Intelligence Professionals (SCIP) www.scrip.org
http://www.understandingfinancials.com/CI+Nov-Dec+04+Kerwin.pdf
