Katherin Goguen

Vice President at Windrose Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US

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Credentials

  • 5+ Hours of Community Service: NCAA Team Works™ Competition
    Helper Helper
    Sep, 2015
    - Nov, 2024

Experience

  • Windrose Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Jan 2023 - Present

    • Client Service Associate
      • Sep 2020 - Jan 2023

      Windrose Advisors is an independent boutique wealth management firm. Windrose delivers sophisticated, customized investment advice to a select group of families, foundations, and endowments. For more information or to contact us, please visit our website at: www.windroseadvisor.com

  • SCS Financial
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Senior Client Advisor
      • Dec 2018 - Sep 2020

    • Client Advisor
      • Jul 2016 - Dec 2018

  • GE Power
    • United States
    • Electric Power Generation
    • 700 & Above Employee
    • FP&A Intern on HQ Income Statement Team
      • Apr 2015 - Aug 2015

      -Owned regional orders reporting for P&W $8B orders book for 2Q’15 closing process -Rebuilt the productivity model by identifying 16 key cognos inputs to streamline the calculation procedure in order to enhance the efficiency of the operating profit walk & yield productivity metrics for external reporting -Analyzed 10 external IR reports to identify key themes and assumptions analysts are taking into modeling consideration for P&W and to help support executive creation of the IR narrative -Owned regional orders reporting for P&W $8B orders book for 2Q’15 closing process -Rebuilt the productivity model by identifying 16 key cognos inputs to streamline the calculation procedure in order to enhance the efficiency of the operating profit walk & yield productivity metrics for external reporting -Analyzed 10 external IR reports to identify key themes and assumptions analysts are taking into modeling consideration for P&W and to help support executive creation of the IR narrative

  • GE Oil & Gas
    • Houston, Texas Area
    • Financial Management Program Intern
      • Jun 2014 - Aug 2014

      -Developed a customer Contract Efficiency scorecard with the ability to identify inherent contractual risks and provide a foundation for future contract negotiations -Audited and reconciled sub ledger and reporting tools to identify $6.5M in potential savings from database inefficiencies by suggesting corrective actions to cost owners, and revising item cost -Developed a customer Contract Efficiency scorecard with the ability to identify inherent contractual risks and provide a foundation for future contract negotiations -Audited and reconciled sub ledger and reporting tools to identify $6.5M in potential savings from database inefficiencies by suggesting corrective actions to cost owners, and revising item cost

Education

  • College of the Holy Cross
    Economics
    2012 - 2016
  • Boston University
    Certificate Program, Finance and Financial Management Services
    2018 - 2020
  • Acton-Boxborough Regional
    High School
    2008 - 2012

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