Kimberly Schwartz
Boulder,Colorado
Summary
Finance professional with a strong foundation in budgeting, forecasting, and data analytics, combined with a deep interest in greenhouse gas (GHG) and carbon accounting. Experienced in leading cross-functional planning processes, building scalable financial models, and synthesizing complex data into actionable insights using tools like SQL, Excel, and Adaptive Planning. Background includes impact investing, environmental education, and sustainability program development.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst
Yes Energy
04.2024 - Current
- Facilitated collaborative planning sessions with department heads for FY24–25 budgeting process.
- Analyzed expense trends and operational costs to identify savings opportunities.
- Preparing to lead FY25–26 budget cycle by currently refining financial models in Adaptive Planning.
- Played key role in implementing Workday Adaptive Planning, enhancing financial modeling processes.
- Created comprehensive budget variance reports, providing actionable insights to leadership.
- Collaborated with department managers to research and explain budget variances using NetSuite data.
- Managed large financial data sets with Excel, SQL, and Maxio for accurate forecasting.
Impact Investing Intern
Impact Charitable
06.2022 - 12.2023
- Authored investment memos detailing prospective investments for the investment committee.
- Conducted due diligence and performed financial analysis on potential investments.
- Managed quarterly performance reviews of Impact Charitable's direct impact investment portfolio.
English Teacher
ICPNA Cusco, Explora Valle Sagrado
Cusco, Peru
10.2016 - 08.2021
- Taught English to students of all ages in online and in-person settings.
- Led environmental initiatives at ICPNA Cusco, launching a recycling program with local municipality.
- Designed extracurricular activities focused on sustainability and environmental awareness for children.
Education
MBA -
University of Colorado Boulder
Boulder, Colorado05.2023
Bachelors of Science - Economics
Duke University
Durham, North Carolina05.2013
Skills
- Advanced Microsoft Excel
- Data analysis and reporting
- Attention to detail
- Problem solving and critical thinking
- Microsoft PowerPoint
- SQL database management
- Workday Adaptive Planning expertise
- NetSuite proficiency
Languages
Spanish
Full Professional
Timeline
Senior Financial Analyst
Yes Energy
04.2024 - Current
Impact Investing Intern
Impact Charitable
06.2022 - 12.2023
English Teacher
ICPNA Cusco, Explora Valle Sagrado
10.2016 - 08.2021
MBA -
University of Colorado Boulder
Bachelors of Science - Economics
Duke University
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