Katerina Baccam

Results-driven FP&A professional with 6+ years of experience supporting global technology organizations through financial planning, forecasting, business partnering, and strategic analysis. Proven track record of improving profitability, reducing operating costs, and delivering executive-level insights that influence business decisions. Experienced supporting financial analysis for business portfolios exceeding $1B in expected revenue and partnering with senior leadership to optimize performance, allocate resources, and advance planning initiatives.

Senior Financial Analyst, Commercial Finance - KYNDRYL (formerly IBM Global Technology Services)

(2023-02)

Promoted Feb 2023 - Present

• Lead annual budgeting, quarterly forecasting, and financial planning activities align with corporate objectives and strategic priorities.
• Develop and maintain complex financial models used to assess business performance and opportunities, contributing to a 14% year-over-year increase in profitability.
• Partner with Finance, Accounting, Operations, and Business teams on strategic initiatives that contribute to a 10% reduction in operating costs.
• Deliver monthly executive reporting and KPI analysis, highlighting performance trends, risks, opportunities, and areas requiring action.
• Deliver actionable variance analysis by identifying key drivers of actuals versus forecast, partnering with leadership to implement corrective actions, improve forecast accuracy, and inform strategic business decisions.
• Analyze financial data using SAP, Excel, and reporting tools to identify trends and support business planning.
• Collaborate with accounting and finance teams to strengthen reporting accuracy, financial controls, and GAAP compliance.

Associate Business Analyst, Financial Analysis - KYNDRYL (formerly IBM Global Technology Services)

(2020-07 - 2023-02)

• Managed and analyzed large-scale datasets and developed financial models supporting revenue forecasting and executive decisions for portfolios exceeding $1B in expected revenue.
• Led cross-functional initiatives across Finance, Operations, Planning, and Distribution to improve financial planning, reporting, and stakeholder communication.
• Developed transition-planning logic and financial processes supporting business operations and distribution data requirements.
• Audited new business transactions against global financial guidelines, strengthening model accuracy and reporting consistency.
• Partnered with the CFO organization to validate quarterly actuals and revenue calculations, support future-quarter planning, and inform market strategy.
• Standardized weekly and quarterly reporting across distribution teams, improving visibility into organizational performance.
• Developed compliance KPIs and supported market controllers in maintaining adherence to finance policies and global guidelines.

Bachelor of Business Administration (BBA) - Finance - University of Iowa, Henry B. Tippie College of Business (2020-05)