Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Kristen Spencer

Deptford,NJ

Summary

Senior Business Analyst with 18 years of experience in driving business processes dedicated to maximizing impacts of key performance metrics to enhance and expand business operations. Known for leveraging both macro and micro-scale analyses to generate holistic images of ongoing business operations for immediate actionability. Ready to leverage wide-ranging skills to design innovative business analysis procedures for companies' unique operational needs.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Sr. Business Analyst

American Water
10.2018 - Current
  • Preparation of New Acquisition Proposal the entire financial build-up of the pricing proposal of all assets to be transitioned during time of Award from the Government to American Water
  • Reconciliation of full asset inventory for the installations based on the agreed upon process of Price Redetermination (3-year period) or Economic Price Adjustment (Annually) along with the appropriate price adjustment to appropriately fund the base for future capital projects
  • Calculate the appropriate estimated future cost of all R&R and Operations fees based on proposal capital projects to the government and the impacts to the installations
  • Track and analyze any or all possible non-American Water Assets that are potential assets for future asset transfer, ensure all asset attributes are accurate for pricing reconciliations to the government for potential Bill of Sale
  • Support Financial budget process with historical O&M and R&R trends for the next 3-5 years of growth to maintain an accurate landing zone for budgeting and management purposes
  • Preparation of MSG Annual Insurance Allocation to support the individual bases accurately forecast their monthly/quarterly/annual O&M budgets
  • Liaison with the installations team and the operational Excellence team to ensure the American Water inventory system is updated and as accurate for annual GIS mapping submittals, Due Diligence proposals, PSR request from the Government or any other adhoc request for asset pricing proposals from the local Base or Government
  • Management and maintain the assets insurance allocation annual update for the general accounting team
  • Support all Operations Management’s asset pricing request or questions on as ass needed basis.

Financial Analyst II

American Water
11.2015 - 10.2018
  • Preparation of operational and capital budgets as well as monthly & quarterly forecasting
  • Provide operations with timely reporting and variance analysis of project financial results
  • Update capital project set up with new projects, change orders and budget/estimate change requests
  • Maintain project-costing system, close inactive projects, and provide direct finance support to operations and capital teams
  • Maintained & financially tied out the Water/Wastewater Past Performance Report for all MSG contracts monthly
  • Track monthly and quarterly KPIs, report on variance and provide operations management with recommendations for improvement(s)
  • Microsoft Dynamic AX Financial System Implementation Support Team – After Go Live Hypercare Support Team for MSG field & Internal Upper Management
  • Full budget upload into Hyperion & AX financial system
  • Quarterly 250 Report to AW Management
  • AX Project Ledger – GL variance team
  • Reconciliation of Project Management Accounting System to General Ledger
  • Support and Provide data for all internal and external Project Audits (Government, Vendor, etc.)
  • Training/Onboarding New Financial Analysts on the roles, responsibilities, and timeline of the monthly/quarterly/yearly reporting schedule.

Financial Analyst

Quickie Manufacturing
03.2015 - 10.2015
  • Responsible for collecting and analyzing business performance results
  • Develop accurate and concise monthly financial reports for management and functional leaders
  • Reporting and analysis of actual financial results versus budget, estimates and prior year results
  • Assisting with the preparation of monthly management packages including profitability by customer, product category, and sales channel
  • Conduct financial close by conducting account analysis and tracking trade funds spending against planned and contractual commitments
  • Serves as a liaison to cross functional teams such as Marketing and Sales to drive business goals
  • Assist in the preparation of annual budgets and quarterly forecast.

Financial Analyst

C&D Technologies
04.2014 - 03.2015
  • Lead finance team in the implementation and updating of annual forecasting budget
  • Prepared and presented Monthly MOR (Deck) presentation
  • Performed various ad-hoc requests such as margin rate analysis, variance analysis, and cost analysis
  • Provided financial support and analysis to Operations and Marketing areas for strategic business decisions and cost savings initiatives
  • Tracked and reviewed gross and net sales including gross margins along with producing forecasts and trend analysis on an on-going basis.

Financial Analyst

Pep Boys
07.2009 - 04.2014
  • Weekly financial reporting regarding KPI's, GMROI Turns, Lost Sales, Vendor Portal Financial Reports, and Price Testing Analysis
  • Update & maintain annual budget and forecasting
  • Support all category managers to improve their products in a competitive market
  • Managed all junior level Staff and Interns (Drexel Co-op System)
  • Give detailed explanation & analysis of market movements and trend analysis.

Education

Master’s Business Administration -

Georgian Court University
01.2011

Bachelor of Science- Finance -

Richard Stockton College of New Jersey
01.2006

Skills

  • Microsoft Dynamics
  • Great Plain
  • Hyperion
  • SAP
  • SQL
  • Brio Modeling Databases
  • Microsoft Excel (Super-User)
  • PowerPoint
  • JE Database
  • Power BI
  • Oracle
  • Forecasting Modeling
  • Forecasting and Planning
  • Data Analysis
  • Operations Analysis
  • Business Process Mapping

Accomplishments

YellowBelt Award 2017

Implemented Improved Financial Reporting:

a. Capital Manager input sheet with variance analysis, forecast re-allocation checks, full year projection vs. budget, flash vs actual checks.

b. Intergraded Budget Tracker into O&M Projection File to create a true Landing Zone file with projections, eliminated duplication of effort.

Certification

Rate School Certification, 2018, Advanced Modeling Courses based on Federal Rates and Compliance for Water/Wastewater Environmental Construction Industry

Timeline

Sr. Business Analyst

American Water
10.2018 - Current

Financial Analyst II

American Water
11.2015 - 10.2018

Financial Analyst

Quickie Manufacturing
03.2015 - 10.2015

Financial Analyst

C&D Technologies
04.2014 - 03.2015

Financial Analyst

Pep Boys
07.2009 - 04.2014

Master’s Business Administration -

Georgian Court University

Bachelor of Science- Finance -

Richard Stockton College of New Jersey

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Kristen Spencer