Kari Klob
Greenville,NY
Summary
Finance professional with history of providing critical financial insights and supporting strategic initiatives. Known for strong focus on team collaboration and delivering reliable results in dynamic environments. Skilled in financial modeling and data analysis, with reputation for adaptability and reliability.
Overview
18
18
years of professional experience
Work History
Senior Financial Analyst
National Bank of Coxsackie
11.2024 - Current
- Analyzed financial data to support strategic decision-making processes.
- Preparation financial models for budget forecasting and variance analysis.
- Preparation of monthly financial reports and presentations.
- Preparation of quarterly reports including Sales Tax Remittance and Call Report.
- Streamlined data collection processes, improving efficiency in reporting timelines.
- Supported senior management with ad-hoc financial analyses and insights.
Financial Analyst
National Bank of Coxsackie
05.2020 - 11.2024
- Analyzed financial data to support budgeting and forecasting processes.
- Assisted in the preparation of monthly financial reports for management review.
- Utilized Excel and financial modeling tools to streamline reporting processes.
- Preparation of monthly and quarterly reconciliation reports.
Assistant to the CFO
National Bank of Coxsackie
05.2013 - 05.2020
- Supported CFO in financial planning and analysis, enhancing accuracy in budget forecasts.
- Coordinated preparation of monthly financial reports, ensuring timely delivery to stakeholders.
- Streamlined communication between departments, fostering collaboration on key financial initiatives.
- Handled all shareholder questions, stock purchases and transfers.
- Corrected all branch errors, conducted daily reconciliations for branch cash, atm, federal reserve and ach returns.
Bank Teller
National Bank of Coxsackie
05.2007 - 05.2013
- Processed customer transactions efficiently and accurately, ensuring compliance with banking policies.
- Provided exceptional customer service, resolving inquiries and fostering client relationships.
- Maintained cash drawer integrity through diligent monitoring and reconciliation practices.
- Trained new staff on operational procedures and best practices for customer engagement.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Education
Bachelor of Science - Education
The State University of New York At Plattsburgh
Plattsburgh05-2007
Skills
- Budgeting and planning
- Variance reporting
- Account reconciliation
- Financial statements expertise
- Financial statement analysis
- Bookkeeping
- Investment analysis
- Microsoft Excel
- Report preparation
- Flexible team player
Timeline
Senior Financial Analyst
National Bank of Coxsackie
11.2024 - Current
Financial Analyst
National Bank of Coxsackie
05.2020 - 11.2024
Assistant to the CFO
National Bank of Coxsackie
05.2013 - 05.2020
Bank Teller
National Bank of Coxsackie
05.2007 - 05.2013
Bachelor of Science - Education
The State University of New York At Plattsburgh