Kristine Bennett

Alexandria, VA Zip Code • 703-***-**** • ad2u6d@r.postjobfree.com

https://www.linkedin.com/in/kristine-bennett-4609282/

Sr Financial Analyst

Both a generalist and specialist, my background in corporate financial, accounting, and budget analysis, personal finance and sales, process development, contract administration, and corporate investment and project evaluations, have honed a strong passion for quality data, thoughtful communications, process improvement, and focused strategy. I look forward to joining a firm that seeks accountability, leadership, and a competitive yet cooperative spirit.

Demonstrated advanced capabilities in creating detailed financial reports, presentations, and analyses through solid proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Forecaster, and Outlook). Skilled in gathering, analyzing, managing, and interpreting complex financial data into critical insights via MS Query, SQL, SAP, PeopleSoft, and Elite. Experienced with eMoney and Asset Map personal financial reporting. Well-versed in conducting quantitative analyses and translating complex financial concepts into clear, understandable formats. Excel at designing forecasting and management tools to improve project communications, oversight, and decision-making. Capable of delivering sound financial advice, streamlining processes while enriching relationships, improving regulatory compliance, and improved decision-making support.

Areas of Expertise

Financial & Accounting Analysis

Reporting & Presentations

Data Analysis & Interpretation

Project Coordination

Financial Advisory & Guidance

Contract Administration

Process Improvement

Expense Management

Budgeting & Forecasting

Operational Audits & Services

Team Building & Leadership

Creative Problem Solving

Educational Background

Bachelor of Science Degree in Finance, Minor in Spanish, Rutgers University, New Brunswick, NJ

Currently Pursuing CFP Certification, University of Virginia, Continuing Professional Development and Education, 2022 - Current

Certificate of Completion, Columbia Business School, Executive Education, Investment Strategies (9 weeks Online), 2023

Certificate of Completion, General Assembly, 40 Hrs. Data Analytics (Excel, SQL, Tableau) Remote Online Learning, 2022

Public Policy Master’s Program, George Mason University, Schar School, successfully completed 3 courses 2021 -2022

Relevant Experience

Financial Services Agent, Mass Mutual, Rockville, MD (resigned to pursue better work fit) 2022 - 2023

Became licensed and educated in life insurance, disability insurance, annuity, and long-term care insurance sales. Learned about nuisances of life insurance, disability, LTC and annuity sales from a non-captive, longstanding industry leader ranked as a top employer in the DMV area.

●Provided coaching, education, guidance, and support to launch the Mass Mutual PlanWell financial education program. Successfully engaged HR Departments to meet with Mass Mutual planners and advisors to schedule education programs for employees.

●Contributed to improved quality standards, including transparent sales education, proactively abiding by CFP practices, and showing clients fiduciary consideration as an agent.

Senior Financial Analyst, Gen-Probe, San Diego, CA (resigned to relocate to DC area) 2007 - 2008

Oversaw General and Administrative (G&A) operations to support the R&D group and COO, enhancing project valuations, boosting return on operations (ROO), and developing impactful business plans. Conducted productivity analyses, managed contract-related activities, and performed project evaluations and reporting.

●Positioned as a supervisory contributor, providing high-level reporting and analyses utilizing tools such as MS Forecaster, Excel, Access, and SAP systems.

●Contributed to improved project oversight and decision-making by designing forecasting and management tools.

●Streamlined monthly closing, expense management, and ad-hoc report production with a keen eye on financial accuracy.

Senior Real Estate Financial Analyst, Latham & Watkins, San Diego, CA 2005 - 2007

Utilized Microsoft Access, Query, Excel, and PowerPoint to generate financial and operations-based analyses, reports, and presentations. Assisted corporate management, directors, and office managers in understanding, forecasting, and managing operating and capital expenses, cost recovery, resources, and productivity. Delivered financial advice and ROI assessments to the Director of Operations, Chief Operating Officer, and local Managing Partners and Administrators. Employed NPV, ad-hoc, and scenario analyses for evaluating global real estate investment options, enhancing strategic decision-making.

●Enhanced the scope of monthly financial reporting while facilitating ad-hoc real estate and office build-out negotiations for five offices, streamlining operational expansion and financial management.

●Pioneered the organization's first-ever operations audits, standardizing operating services, standards, and planning across 11 national offices, and trained office managers for international replication.

●Provided guidance and oversight to global managers in developing operating and capital budgets, ensuring financial efficiency and strategic allocation of resources.

Budget Analyst, Washington Metropolitan Area Transit Authority, Washington, DC 2002 - 2005

Delivered essential financial documents, such as annual budget guidance, monthly and quarterly variance reports, ROI, and cost recovery analyses for Bus Operations and various overhead offices via SQL, Microsoft Access, PowerPoint, and Excel. Crafted and presented detailed financial reports to the Board of Directors and executive staff while providing ongoing analytical and technical support to executive staff, thereby contributing to informed strategic decision-making.

●Improved financial integrity and compliance by managing the Accounting Department's month-end close process and ensuring accurate financial practices and reporting,

●Broadened job responsibilities to include oversight of Workers’ Compensation and insurance programs, demonstrating versatility and an expanded skill set in financial management.

Career Experience

Project Development, Coordinator, and Social Liaison, Homemaker/Adoptive Parent, Alexandria, VA 2008 - 2021

Spearheaded the coordination of monthly meals for the local homeless/carpenter’s Shelter, demonstrating community engagement and compassion. Acted as an informal mentor to a resident family, providing guidance and support. Contributed to ad-hoc fundraising and advocacy for child-centered social justice issues, fostering compassion and social awareness in personal and community life.

●Acted as a core member of my church’s International Missions Committee. Contributed to a mission trip to an orphanage in Kenya, with initiatives such as starting a 50-person pen-pal program between Kenyan and Virginia middle school students and launching a targeted school supply purchase program. Involved in the Kenya economic forum program and demonstrated global impact.

●Played a vital role as a Sunday School teacher and youth parent committee advisor, influencing and guiding young minds in their formative years.

●Gained multifaceted experience in attending fundraisers, trips, dinners, and social events, interacting with government officials, consultants, and professionals from diverse backgrounds, and showcasing extensive networking and relationship-building skills.

●Maintained consistent, high-quality food service, ensuring customer satisfaction and upholding service standards as a Volunteer Meal Coordinator for our local homeless shelter, where I also assisted a family in successfully transitioning from a shelter, providing essential guidance during their time of change.

Additional Experience

Accounting Analyst, Temporary Project Analyst, American International Group (AIG), NY/NJ

Temporary Sales Accounting Analyst, Land Rover, Gaydon, England

Languages

Spanish & English.

Contact this candidate