Kathleen Kerwin

Current

• Financial Analysis Consultant at Understanding Financials

Past

• 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

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4 more...

Education

• University of Nevada-Reno
• Regis University
• Vendor Training

• Accenture Training Program
• UC Berkeley Extension
• Diablo Valley College
• California State University-Chico

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4 more...

Recommended

1 person has recommended Kathleen

Connections

40 connections

Industry

Accounting

Websites

• My Company
• Sullivan Family Tree

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 Experience

• Financial Analysis Consultant

  Understanding Financials

  (Accounting industry)

  November 2006 — Present (2 years 9 months)

  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 automatic 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.

• 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 and licensing.

• 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 - I was assigned as the Team Lead on the Interface Development Team.
  
  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 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 purchased 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.
  
  Teleworks Sr. Consultant (Fall 1996/1997) Led dev/prod tech support at the $1M+ Customer Care Broadband Project at PacBell after approx. 6 months of the 12 month project. When the project moved to production, I led the team to build the Customer Service Training Environment on schedule while supervising (6) employees.

• Developer

  Wells Fargo

  (Public Company; 10,001 or more employees; WFC; Banking industry)

  June 1990 — June 1996 (6 years 1 month)

  Programmer Analyst (1993/1996) I was selected to independently develop functionality on the newly introduced 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.
  
  System Tech Support (1990/1993) Provided admin and technical support to programmers.

• 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.

• 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.

Kathleen Kerwin’s Education

• University of Nevada-Reno

  Accounting Licensure , Accounting , 2000 — 2008

• Regis University

  MBA , Finance and Accounting , 2001 — 2007

  I am studying for my Nevada CPA license.

  Activities and Societies:

  Graduated with Honors with a 3.889 GPA

• 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

• UC Berkeley Extension

  1990 — 1994

   Introduction to Electrical Engineering (Concurrent Enrollment)
   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

• Diablo Valley College

  Equivalent of minor each in math and computer science , Math and Computer Science , 1988 — 1991

  GPA 3.1+

• California State University-Chico

  BA , European Studies, German, Spanish and French , 1972 — 1976

  I was a long distance runner and track middle distance runner for 4+ years.
  
  In the summer of 1974 I went to Germany to work as an Au Pair and learned to speak fluent German.

Additional Information

Kathleen Kerwin’s Websites:

• My Company
• Sullivan Family Tree

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 at a bilingual spanish speaking officer by the San Jose Police Department in 1986.

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