Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katrina Smith

Santa Rosa

Summary

Experienced finance analyst with a robust background in business management, specializing in financial planning, personnel management, report analysis, and program evaluation. Adept at successfully managing multiple projects simultaneously, demonstrating strong organizational and multitasking skills. Proven ability to analyze financial data, identify trends, and provide strategic recommendations for improved business performance. Committed to delivering accurate and insightful financial insights to drive informed decision-making.

Overview

13
13
years of professional experience

Work History

Finance Analyst

CALFIRE State Of California
10.2023 - Current
  • Analyze purchases made by approved credit card holders to ensure compliance with state policy. If there are discrepancies, I follow up and get the purchases adjusted as needed.
  • Analyze spreadsheets sent in for accurate financial coding, including travel claims, WEX cards, and excess lodging forms. Correct as needed and prepare forms to be sent off for approval.
  • Utilize state policy to analyze and reconcile credit card transactions monthly for all credit cards holders within the region.
  • Coordinating with Personnel or other Finance staff to issue checks for payments, salary advance and other items as needed on behalf of CAL FIRE.
  • Work daily to help cultivate a positive working environment for all.

Supervising Program Technician II

CAL FIRE
02.2020 - 10.2023
  • Analyzed all items that came in through Santa Rosa Review Team email and delegated work to my staff based on their particular skill set.
  • Set priorities and problem-solved workflow issues to maintain rapport with staff and the public.
  • Assisted in panel interviews for both my own hiring needs and positions outside of my job scope.
  • Created, documented and trained the team on teleworking procedures for my office when Covid-19 was at its peak.
  • Helped facilitate many working groups to test new projects, provide feedback and make decisions affecting Forest Practice a whole.
  • Created a new file structure for paper files based on state laws for retention.

Store Manager

Safeway
01.2016 - 02.2020
  • Personnel management of 100 plus employees depending on store including issuing progressive disciplinary action up to and including termination, HR, and Security issues.
  • Utilize reports to analyze sales trends on a million-dollar operation, based on customer counts, holidays, anomalies, inflation, and average basket size. Use the results to prepare Daily, weekly, period, and quarterly sales projections to present to senior management for approval.
  • Developed a successful employee retention plan, reducing staff turnover rates significantly.
  • Punctual weekly schedule writing for 100 plus employees depending on store, while adhering to a changing salary dollar amount based on sales and following union contracts dictated by seniority.
  • Daily food safety and price accuracy walks to audit compliance with state and federal laws regarding food safety and weights and measures.
  • Meet daily with my in-store merchandisers by department to evaluate their plans and ensure we are on program with merchandising and profit driving initiatives.
  • Act as the final point of contact for all customer issues to find a resolution if my team didn’t have the autonomy to solve it.
  • Analyzing weekly sales projections with my department managers and delegating salary dollars to facilitate department schedule writing.
  • Identifying hiring needs for our store and working with my hiring manger to get them filled.
  • Identify personnel with potential and interest in moving up, finding out what their goals are and mentoring, or assigning a qualified mentor to them.
  • Annual employee evaluations for 50 plus employees including my department managers and the front-end staff recognizing areas where they excel and areas of opportunity.

1st Assistant Store Manager

Safeway
04.2014 - 01.2016
  • Assisting in personnel management of 100 plus employees depending on store including issuing progressive disciplinary action, HR, and Security issues.
  • Analyzing daily sales projections with my front-end manager and discussing possible cutting or bulking the schedule as immediate demands arise.
  • Meet daily with my Center of Store in-store merchandiser to evaluate their plans and ensure we are on program with merchandising and profit driving initiatives.
  • Utilizing reports to analyze sales trends to assist in fiscal planning and sales projections.
  • In the Store Managers absence act as the final point of contact for all customer issues to find a resolution if my team didn’t have the autonomy to resolve it.
  • Punctual weekly schedule writing for 30 plus Center of Store employees depending on store, while adhering to a changing salary dollar amount based on sales and following union contracts dictated by seniority.
  • Daily price accuracy walks to audit compliance with state and federal laws regarding weights and measures.
  • Annual employee evaluations for 15 plus courtesy clerks recognizing areas where they excel and addressing areas of opportunity.
  • Identifying and mentoring Center of store personnel that show potential and interest in advancing.
  • Assisting in identifying hiring needs for our store and working with my hiring manger to get them filled.

2nd Assistant Store Manager

Safeway
07.2012 - 04.2014
  • Coordinating staff that is restocking high traffic items throughout the day and identifying opportunity areas to push for sales.
  • At night act as the final point of contact for all customer issues to find a resolution if my team didn’t have the autonomy to resolve it.
  • Meet daily with my overnight team to deliver expectations from the store manager on stocking, ordering and merchandising expectations.
  • Writing of daily Front end call sheets informing each front-end employee what task they will be doing by hour and when breaks and lunches are to be taken.
  • Coordinating daily with the store manager to address opportunities that have been identified with state and federal laws regarding weights and measures or food safety.
  • In the absence of the first assistant store manager analyzing daily sales projections with my front-end manager and discussing possible cutting or bulking the schedule as immediate demands arise.
  • Training to utilize reports to analyze sales trends to assist in fiscal planning and sales projections.
  • Assisting in personnel management of 30 plus front end employees depending on store including issuing verbal and written warnings, HR, and Security issues.
  • Identifying and mentoring front end personnel that show potential and interest in advancing.

Person In Charge

Safeway
12.2010 - 07.2012
  • Ordering for weekly merchandising changes and executing the program based on sales pushes and profit drivers.
  • At night, in the absence on the 2ndassistant store manager, act as the final point of contact for all customer issues to find a resolution if my team didn’t have the autonomy to resolve it.
  • Coordinating staff that is restocking high traffic items throughout the day and identifying opportunity areas to push for sales.
  • Meet daily with my overnight team to deliver expectations from the store manager on stocking, ordering and merchandising expectations.
  • Coordinating daily with the store manager to address opportunities that have been identified with state and federal laws regarding weights and measures or food safety.
  • Identifying and mentoring front end personnel that show potential and interest in advancing.
  • At night analyze daily sales projections with my front-end manager and discussing possible cutting or bulking the schedule as immediate demands arise.
  • Assisting in personnel management of 30 plus employees at night depending on store including issuing verbal warnings, HR, and Security issues.
  • Training to utilize reports to analyze sales trends to assist in fiscal planning and sales projections.

Education

High School Diploma -

Elsie Allen High School
Santa Rosa, CA
06.2008

Skills

  • Report Analysis
  • Strong Problem Solver
  • Effective Supervision and Leadership
  • Administrative Oversight
  • Verbal & Written Communication
  • Microsoft Office and Adobe Pro

Timeline

Finance Analyst

CALFIRE State Of California
10.2023 - Current

Supervising Program Technician II

CAL FIRE
02.2020 - 10.2023

Store Manager

Safeway
01.2016 - 02.2020

1st Assistant Store Manager

Safeway
04.2014 - 01.2016

2nd Assistant Store Manager

Safeway
07.2012 - 04.2014

Person In Charge

Safeway
12.2010 - 07.2012

High School Diploma -

Elsie Allen High School

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