
Caitlin J
@caitlinj
Finance manager at Target who built Excel models for budgets and outcomes, supporting clearer financial results and increased margin potential.
What I'm looking for
At Target, I launched initiatives for the rewards program and faster fashion production time. I analyzed financial metrics across multiple systems and built Excel models for budgets and ranges of outcomes, supporting clearer results and increased margin potential.
At South by Southwest (SXSW), I streamlined venue logistics communications, improving accuracy and reducing overlap across programming, staff, and sales spaces. Earlier, at Carlson Wagonlit Travel (CWT), I developed processes for Apple, Inc.’s Mergers & Acquisitions Department relocation events that improved turnaround time by 50%.
Experience
Work history, roles, and key accomplishments
Launched initiatives for rewards program and faster fashion production time. Analyzed financial metrics, built Excel models for budgets, and worked cross-functionally to assess scale and scope efficiencies.
Planner
South by Southwest (SXSW)
Dec 2016 - Jun 2019 (2 years 6 months)
Provided administrative support to the Chief Logistics Officer, planned travel and events, proofread and negotiated vendor contracts, and streamlined internal communication for venue logistics.
Senior Meeting Planner
Carlson Wagonlit Travel (CWT)
Jan 2015 - Dec 2016 (1 year 11 months)
Improved turnaround time by 50% by developing processes for Apple's M&A relocation events. Led teams on projects with $100K+ budgets, achieving 5-10% savings per meeting.
Meeting Planner
Carlson Wagonlit Travel (CWT)
Jun 2014 - Jan 2015 (7 months)
Built an Excel tracking model for event orders and budgets that was implemented throughout the Americas region, creating consistency and confirming accuracy.
Special Projects Manager
Swift Solutions
Aug 2011 - Jun 2014 (2 years 10 months)
Established and produced a 100+ costume fashion show from the ground up, including sourcing, budgeting, designing, scripting, and managing a team of 5 people.
Event Planner
Swift Solutions
Jun 2009 - Aug 2011 (2 years 2 months)
Reduced repeat application fees and 10-15 hours per application by introducing a FileMaker database process for continuing education submissions. Assisted in office management including organizing supplies and team events.
Education
Degrees, certifications, and relevant coursework
Indiana University, Kelley School of Business
Master of Business Administration, Finance
2019 - 2021
Pursued a Master of Business Administration with a major in Finance and a minor in Business Analytics (STEM).
The University of Texas, McCombs School of Business
Bachelor of Business Administration, Marketing
Earned a Bachelor of Business Administration in Marketing.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
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