Courtney Kestler
Middletown,RI
Summary
Dynamic financial analyst with extensive experience, excelling in financial analysis and budget management. Proven track record in delivering accurate forecasts and leading teams to enhance decision-making. Skilled in contract management and effective communication, driving project success through strategic insights and data-driven solutions.
Overview
27
27
years of professional experience
Work History
Management Analyst III
Rite-Solutions
Middletown, USA
06.2024 - Current
- Guided Financial Analyst team in conducting detailed financial analysis and reporting for multiple CLINs and SLINs on multi-million dollar contract with NUWC
- Assisted Director and STR by compiling and analyzing contract and ceiling financial information
- Develop and review Basis Of Estimates (BOEs) & Request for Quotes (RFQ) for both customer and subcontractors
- Compiled CLIN financials for quarterly presentations to customer, ensuring clarity and alignment with project goals
- Prepared bi-weekly financial graphs for technical status report, enhancing communication of project status through visual data
- Monitored funding expiration dates and categorized color of money for labor and ODC SLINs
- Research and provide corrective actions for variances
Senior Financial Analyst
Rite-Solutions
Middletown, USA
11.2020 - 06.2024
- Delivered financial analysis and reporting for multiple CLINs & SLINs on multi-million dollar contract with NUWC, supporting informed decision-making
- Guided other financial analysts as the Lead on the contract
- Monitored internal funding for Rite-Solutions and external funding to subcontractors, ensuring alignment with budgetary constraints
- Compiled quarterly and yearly costs & revenue for corporate forecast, contributing to accurate financial projections
- Create and maintain Estimate at Completions (EACs)
- Assist in Basis Of Estimates (BOEs) & Request for Quotes (RFQ) preparation and review
- Facilitated regular meetings with customers and subcontractors to discuss project progress and address concerns
- Review purchases & travel costs against budgets
Senior Financial Analyst
Lockheed Martin
Middletown, USA
05.2017 - 11.2020
- Forecasted and tracked funding, sales, EBIT, ROS and cash flow monthly and annually with management
- Prepared monthly financial reports to management, utilizing Earned Value
- Led weekly program meetings with Project and Program Managers to examine labor, ODC, and material expenditures, while reviewing discrepancies, erroneous charges, and overruns
- Analyzed weekly expenditure reports using financial management systems including Excel, SAP, Hyperion, COBRA, enhancing financial oversight and accuracy
- Established project charge numbers, performance obligation accounts, and contract revenue worksheets for new projects, ensuring accurate financial tracking and compliance
- Reviewed and approved purchase requisitions, ensuring alignment with budgetary constraints and project requirements
- Projected and monitored facility budget monthly for site management
Budget Analyst II
Raytheon
Portsmouth, USA
01.2017 - 05.2017
- Prepared monthly financial reports, utilizing Earned Value
- Analyzed and updated weekly costs and sales reports using Excel and SAP to inform financial decision-making
- Assisted in the preparation of a quarterly ETC/EAC for a multi-million dollar contract
- Facilitated weekly meetings with staff to review current sales and evaluate monthly/year-to-date forecasts
- Created quarterly Earned Value measurement slides in PowerPoint and presented to management
- Completed Earned Value certification
Asst. Financial Aid Director & Student Loan Coordinator
Salve Regina University
Newport, USA
07.2014 - 01.2017
- Originated and disbursed Federal Student Loans, including Stafford, unsubsidized, and Parent PLUS loans, ensuring timely access to funding for students
- Certified and disbursed private loans from various lenders and banks, facilitating diverse financing options for students
- Reconciled all loans monthly with US Department of Education and Salve’s business office, maintaining accurate financial records and compliance
Project Controller
SAIC/Leidos
Newport, USA
02.1999 - 02.2014
- Project control duties included cost tracking Time & Material, Firm Fixed Price and Cost Reimbursable contracts for commercial and government customers
- Developed cost baselines and Estimates at Completion
- Prepared accruals and commitments related to projects
- Analyzed and reconciled profitability, costs, invoicing, and unbillable
- Assisted with proposal pricing and rate development
- Develop Work Breakdown Structures (WBS’s) and Basis of Estimates (BOE’s)
- Managed accounting and posting of expenditures in financial systems including SAP, EDW, ERP, Costpoint, DDA, Cognos, and Excel spreadsheets.
- Audited and reconciled P-Card purchases to ensure there was sufficient back-up documentation
Education
Bachelor of Science - Business Administration, Accounting, and Finance
University of Rhode Island
Kingston, RI05-2002
Associate of Science - Business Administration
Community College of Rhode Island
Warwick, RI05-1999
Skills
- Financial analysis
- Budget management
- Expense forecasting
- Risk assessment
- Contract management
- Data analysis
- Basis of estimates
- Team leadership
- Problem solving
- Effective communication
Timeline
Management Analyst III
Rite-Solutions
06.2024 - Current
Senior Financial Analyst
Rite-Solutions
11.2020 - 06.2024
Senior Financial Analyst
Lockheed Martin
05.2017 - 11.2020
Budget Analyst II
Raytheon
01.2017 - 05.2017
Asst. Financial Aid Director & Student Loan Coordinator
Salve Regina University
07.2014 - 01.2017
Project Controller
SAIC/Leidos
02.1999 - 02.2014
Bachelor of Science - Business Administration, Accounting, and Finance
University of Rhode Island
Associate of Science - Business Administration
Community College of Rhode Island