Kristine Evans Picchietti, CPA

Finance Expert: Treasury, FP&A, Corporate Finance,

Capital Management, Investments

ad4hom@r.postjobfree.com • 847-***-****

www.linkedin.com/in/kristine-picchietti/ • San Francisco, CA and Highland Park, IL

Summary

Enthusiastic, meticulous, and highly agile professional leveraging extensive financial acumen and project governance experience towards achieving diverse organizational goals, objectives, and milestones. Education

Master of Business Administration,

Finance & Accounting (GPA: 4.0/4.0)

University of California at Berkeley

Bachelor of Science with

Highest Honors in Zoology

(GPA: 3.7/4.0); Phi Beta Kappa

University of California at Davis

Certifications

Certified Public Accountant

Certification in Instructional Design in

Online Learning

University of St. Francis

Previous Relevant

Experience

Vice President:

Mergers & Acquisitions and

Corporate Finance

Morgan Stanley & Co.

Financial Consulting & Audit

Ernst & Young

Post Graduate Intern

Financial Accounting Standards Board

Accounting Teaching Assistant

University of California at Berkeley

Volunteer Activities

President & VP Finance

Winnetka Community Nursery School

Member Board of Trustees, Finance,

and Communications Subcommittees

North Shore Country Day School

Technical Acumen

Microsoft Office Suite (Word, Excel,

PowerPoint), QuickBooks, extensive

banking, data base and business

applications

Qualifications Summary

• Proficient at analyzing and solving complicated financial challenges.

• Well-versed in establishing positive relationships with clients and peers to build credibility, foster collaboration, and empower cross-functional project teams.

• Capable of coordinating workstream leads and ensuring personal accountability for achieving timely project activity delivery.

• Driven to remain abreast of current and emerging industry trends, methodologies, and best practices.

• Leverages expertise to advise and mentor younger employees on best practices in financial concepts and ideologies.

• Holds in-depth knowledge of insurance company capital issues and management. Recent Professional Experience

RGP Consulting 2022 - 2024

• Interim Treasurer (18 months) of PE-backed company. Responsible for cash management and cash projections, working closely with FP&A team to develop projections. Managed Treasury operations through receivership process.

• Project manager for acquisition integration.

The Allstate Corporation 1993 - 2020

Vice President and Assistant Treasurer, Director

Treasury / Corporate Finance / FP&A / Capital Management Maintained complete oversight of Treasury relationships and directed capital market, capital management, corporate structure, and capital movement activities.

• Lauded for successful planning and execution of public market transactions ranging from debt and preferred stock issuance to accelerated share repurchases.

• Demonstrated success analyzing, reviewing, and addressing accounting and economic impact of strategic initiatives, subsequently developing, promoting, and implementing solutions.

• As part of FP&A team, forecasted and developed liquidity and capital optimization process for organization, both for public holding company and individual subsidiaries.

• Secured upgrades for existing entities and initial ratings for newly formed entities through excellence in strengthening rating agency relations. Corporate Development / M&A

Led acquisition and divestiture due diligence, structuring, and integration to maximize value to company.

• Played pivotal role in coordinating and directing internal Allstate resources while driving collaborative efforts with bankers.

• Functioned as central resource in developing, teaching, and implementing proven- effective M&A processes organization-wide.

• Led integration and divestiture efforts towards exceeding pre-transaction goals through seamless, effective leadership over Business Combination Teams. Investment Finance FP&A / Project Management

• Directed FP&A planning process.

• Championed efforts that led to driving increase in capital utilization by hundreds of millions of dollars.

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