OVERVIEW
FOCUS AREAS
More than 25 years of experience in financial services and life sciences industry
Operations
Finance & Accounting
Information Technology
Kathleen Sonntag serves as Head of Client Operations at ELIQUENT Life Sciences. Kathleen’s broad career experience includes finance, accounting, operations and technology, with a focus on business intelligence and using technology to enable business processes. This unique blend brings strong analytical, technical and management skills to her role at ELIQUENT.
At ELIQUENT, Kathleen oversees Client Operations, a business enablement function devoted to creating and maintaining long-term client relationships, managing complex engagements, ensuring accurate and timely client billing and efficient use of resources. The Client Operations team include relationship and project managers aligned with each of the company’s Practice Areas, and a “middle-office” team that liaises with Finance and is responsible for project & resource tracking.
Prior to her role as Head of Client Operations, Kathleen served as the Chief Financial Officer and later Chief Operating Officer for Greenleaf Health. In this role, she was responsible for financial and operational aspects of the business, including oversight of accounting, financial reporting, human resources, and information technology.
Before joining Greenleaf Health in 2011, Kathleen spent much of her career at The Capital Group, where she was instrumental in the development of and strategic planning for key applications in the American Funds’ portfolio, including enterprise-wide business intelligence, customer relationship management, and call center technologies. She also performed financial analysis for Sales and Marketing management, providing insights into sales territory restructuring, new product rollouts, and overall business measurement. Kathleen’s additional business experience includes management of financial operations at a law firm, and an accounting analyst role at Merrill Lynch.
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EDUCATION:
Bachelor of Science in Accounting & History, University of Notre Dame -
PROFESSIONAL EXPERIENCE
Greenleaf Health, Chief Operating Officer / Chief Financial Officer, 2011-2023
The Capital Group Companies / AmericanFunds, Technology Strategy Analyst / Business Systems Analyst, 1997-2009
Merrill Lynch Asset Management, Mutual Fund Accountant, 1994-1996AREAS OF EXPERTISE
Accounting & Finance
Operations
Financial analysis and reporting
Benefits & Compensation
Data warehousing
Technology strategy