Overview
Work History
Education
Skills
Certification
Clubs and Languages
Timeline
Generic

Kristelle E. Louis

New York,NY

Overview

7
7
years of professional experience
1
1
Certification

Work History

Account Operations Coordinator – Financial Reporting, Budget Oversight & Compliance

CBRE – Bloomberg Portfolio
02.2025 - Current
  • Serve as the right hand to the Regional Operations Manager, directly supporting 25+ Bloomberg sites across the U.S.
  • Manage multi-site budgets using Adaptive Reforecast Tool, assisting with NORAM regional financial reporting and budget tracking.
  • Create and process Purchase Orders (POs) in Coupa; prepare WebQuotes, coordinate approvals, and manage project execution.
  • Manage CapEx project budgets and execution, ensuring proper financial classification, approvals, and tracking across all stages.
  • Follow up with vendors for timely invoice submission, preventing delays in payments and financial reporting.
  • Compile audit-ready reports (COI logs, ICMS, MCIM), ensuring 100% regulatory compliance.

Lead Administrative Assistant – Reception

Mizuho Bank – Doyle Security Services
01.2022 - 11.2024
  • Managed scheduling for over 1,000 staff members, ensuring seamless coordination across departments.
  • Prepared, analyzed, and presented data reports for the Corporate Security team, improving decision-making.
  • Collaborated across departments to execute events, ensure compliance, and streamline workflows.

Lead Console Operator - Acting Supervisor

Mizuho Bank - Allied Universal/Doyle Security
09.2018 - 01.2022
  • Supervised daily operations, ensuring compliance with corporate policies.
  • Mentored staff, maintaining operational continuity during supervisor absences.

Education

M.S. - General Finance

Baruch College, Zicklin School of Business
05.2026

Bachelor of Science - Criminal Justice Studies

John Jay College of Criminal Justice
12.2023

Skills

  • Financial Reporting & Budget Oversight: Multi-site budget tracking, CapEx/OpEx, Adaptive Reforecast Tool, forecasting, reporting
  • Procurement & Vendor Management: Coupa, WebQuotes, vendor communication, POs, SLA oversight, compliance
  • Tools & Software: Microsoft Excel (Pivot Tables, VLOOKUP), SSDK, HUB, ICMS, MCIM, Microsoft Office Suite
  • Operations & Project Coordination: Workstream tracking, cross-functional collaboration, onsite support
  • Communication & Problem Solving: Professional correspondence, team support, issue resolution, time management

Certification

  • Bloomberg Trading Competition Certificate: Awarded for participation in the Bloomberg Global Trading Challenge, demonstrating skills in trading strategies, financial planning, and market analysis.
  • Bloomberg Market Concepts Certificate: Completed the Bloomberg Market Concepts (BMC) course, gaining foundational knowledge in financial markets, economic indicators, and investment strategies.
  • Financial Modeling & Valuation Analyst (FMVA) Candidate (Expected Completion: June 2025): Currently pursuing certification to enhance financial modeling and valuation expertise.

Clubs and Languages

Member, Zicklin Women in Business Alumni Relations Committee (Fall 2024)
Connect alumni with students through networking events and mentorship programs.
Assist in organizing and promoting alumni-student engagement initiatives.
Fluent in English and Haitian Creole

Timeline

Account Operations Coordinator – Financial Reporting, Budget Oversight & Compliance

CBRE – Bloomberg Portfolio
02.2025 - Current

Lead Administrative Assistant – Reception

Mizuho Bank – Doyle Security Services
01.2022 - 11.2024

Lead Console Operator - Acting Supervisor

Mizuho Bank - Allied Universal/Doyle Security
09.2018 - 01.2022

M.S. - General Finance

Baruch College, Zicklin School of Business

Bachelor of Science - Criminal Justice Studies

John Jay College of Criminal Justice

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Kristelle E. Louis