
Katherine Holzer
Accounting / Finance
Services offered
I am a results-driven business professional with experience spanning corporate finance, sales operations, business development, and strategic consulting. Proven expertise in managing high-value financial transactions, optimizing operational processes, and driving business growth through cross-functional collaboration. Skilled in financial modeling, CRM systems, and process improvement, with a strong focus on data integrity and compliance. Adept at building partnerships and delivering tailored solutions that enhance client performance and revenue. Passionate about empowering organizations through strategic insights, innovation, and leadership.
Experience
Business Development Consultant with a proven track record of driving growth for artists and founders across finance, fashion, and fine art industries. Specializes in crafting tailored business strategies that encompass branding, strategic investments, and partnerships. Successfully directed financial modeling and investment planning for key projects, including website redesigns and digital content strategies, leading to a 50,000+ follower increase for clients. Expertise in overseeing end-to-end event execution and securing sponsorships, resulting in expanded revenue streams through partnerships with tech and wellness brands.
Prior experience in Corporate Governance as a Capital Risk Specialist with expertise in managing high-value financial transactions and regulatory compliance. Supported the Chief Accounting Officer in strategic initiatives focused on capital-related tasks and corporate governance. Led risk assessments for corporate wholesale, securitization, and digital asset transactions valued between $15M and $5B. Managed the Global Trading Book Governance Process across 250+ divisions, ensuring adherence to Basel III regulations. Played a key role in driving regulatory changes by collaborating with industry leaders to unlock capital for consumers during the COVID-19 pandemic.
Prior experience as Investment Banking Professional with extensive experience in M&A advisory, financial modeling, and transaction management. Contributed to over $200M in revenue by providing strategic advisory services to high-profile clients. Led valuations, transaction structuring, and due diligence for mergers, acquisitions, IPOs, and share repurchase transactions, including spearheading the financial analysis for a $300M acquisition for Bank of Butterfield. Developed valuation models and presentations for key transactions, such as PIMCO Mortgage REIT’s $1B IPO and a $9B bank’s liability management deal. Collaborated with Private Equity sponsors and corporate stakeholders to conduct in-depth financial analysis and strategic business reviews, driving data-driven decision-making and value creation.
Education
Bachelor's of Science in Finance.
Bachelor's of Science in Global Supply Chain Management.
Finance Scholar, Capstone Scholar, Gamma Phi Beta.
University of South Carolina.
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