Kristine Bennett
Alexandria,VA
Summary
Finance professional with over 10 years of experience in financial analysis, budgeting, and operational reporting. Demonstrates expertise in enhancing financial reporting processes and improving operational efficiency through data-driven decision-making. Combines technical skills with a client-centered approach, fostering collaboration and integrity in financial management.
Overview
24
24
years of professional experience
Work History
Financial Planner
Creative Planning
McLean
11.2024 - Current
- Support comprehensive financial planning operations including investment, retirement, estate, insurance, and tax planning analysis for high-net-worth clients.
- Prepare detailed planning deliverables, financial analyses, and reporting materials with strong emphasis on accuracy, timeliness, and client-centered service.
- Enhanced workflow consistency, reporting quality, and CRM data management, leading to improved operational efficiency and advisor support.
- Leveraged advanced Excel, Orion, BlackRock 360 Evaluator, and Salesforce CRM systems to optimize planning and reporting functions.
- Collaborated across advisory teams to streamline communication and improve planning execution, resulting in an enhanced overall client experience.
Business Owner & Financial Coach, Financial Planning Extern
Healthy Wealthy Alex
Alexandria
10.2023 - 11.2024
- Founded and managed a financial coaching and literacy business helping individuals and families improve budgeting, financial organization, goal setting, and long-term financial decision-making.
- Developed comprehensive financial plans encompassing budgeting, investment planning, retirement analysis, insurance review, estate planning, and cash-flow management.
- Applied analytical and organizational skills to integrate planning systems and financial reporting tools for complex planning scenarios.
- Developed financial education resources and budgeting tools using Excel and Canva.
- Strengthened collaboration and communication skills through engagement with financial professionals, advisors, and planning teams.
- Expanded knowledge in small business operations, compliance, financial management, taxes, client communication, and process coordination while managing bookkeeping, operational organization, project coordination, CRM systems, and business administration functions.
Sr Financial Analyst
GenProbe (now Hologic)
San Diego
01.2007 - 01.2008
- Managed financial reporting and operational analysis for UK-based manufacturing operations and corporate G&A functions, ensuring timely and accurate information for decision-making.
- Supported budgeting, forecasting, project valuation, KPI reporting, and operational financial analysis for executive leadership and R&D operations.
- Facilitated monthly close activities, reporting processes, expense management, grant reporting, and financial reconciliations to ensure compliance and financial integrity.
- Developed financial reporting and forecasting tools that improved operational oversight and management decision-making.
- Utilized SAP, Excel, Access, and forecasting systems to support accurate financial reporting and planning.
Sr Real Estate Financial Analyst
Latham & Watkins
San Diego
01.2005 - 01.2007
- Prepared financial presentations, ROI analyses, scenario modeling, and capital planning support for senior leadership.
- Conducted financial analysis, budgeting support, forecasting, and operational reporting to optimize corporate real estate and office operations.
- Improved financial reporting quality and operational consistency through process development and data analysis.
- Coordinated operational audits and standardized reporting processes to enhance consistency and accuracy across multiple offices.
- Assisted office managers and leadership teams in budget preparation and operational planning to align with organizational goals.
Budget Analyst
Washington Metropolitan Area Transit Authority
Washington, DC
01.2002 - 01.2005
- Prepared annual budget guidance, monthly variance analyses, quarterly reports, and financial presentations for executive leadership and the Board of Directors.
- Coordinated budget oversight, operational reporting, and financial analysis for transit operations and administrative departments.
- Executed reporting and analysis for workers’ compensation and insurance programs to ensure compliance and accuracy.
- Assisted with month-end close processes and financial reporting activities to strengthen compliance and financial accuracy.
- Applied SQL, Access, Excel, and PowerPoint for effective financial and operational reporting.
Education
CFP Candidate - CFP Certification Coursework
University of Virginia
Charlottesville, VA Virtual Program08-2024
Bachelor of Science - Finance
Rutgers University
New Brunswick, NJ05-2001
AFC Candidate -
AFCPE Money Management Essentials
Columbia Business School Executive Education - Investment Strategies
Columbia Business School
Data Analytics - Excel, SQL, Tableau
General Assembly
Skills
- Financial strategy
- Investment strategy
- Budget management
- Financial reporting
- Forecasting analysis
- KPI reporting
- Financial Data Analysis
- Client Onboarding
- Ledger reconciliation
- Audit coordination
- Investment analysis
- Tax planning
- Retirement strategy
- Estate planning
- Process documentation
- Client management
- Nonprofit service
- Cross-Functional Collaboration
- Excel
- SQL
- Tableau
- SAP
- Salesforce CRM management
- Attention to detail
- EMoney Advisor
- Orion
- Morningstar Advisor Workstation
- Financial Presentation Design
- PowerPoint
- Analytical skills
- Problem resolution
- Time optimization
- Communication skills
- Client Advocacy
- Time optimization
- Problem resolution
Community Service
- Volunteer Meal Coordinator - Carpenter’s Shelter
- Sunday School Teacher & Youth Parent Advisor
- International Missions Committee Contributor
- Regional Parent Representative - Fairfax County Public Schools Advisory Committee for Students with Disabilities
- Alexandria Women for Good Volunteer
Personal Information
Title: CFP Candidate | Financial Planning & Corporate Financial Analysis
Earlier Experience
- Accounting Analyst, AIG
- Accounting Analyst, Land Rover (England)
- Finance Intern, Bloomberg
Languages
Spanish
Limited
Timeline
Financial Planner
Creative Planning
11.2024 - Current
Business Owner & Financial Coach, Financial Planning Extern
Healthy Wealthy Alex
10.2023 - 11.2024
Sr Financial Analyst
GenProbe (now Hologic)
01.2007 - 01.2008
Sr Real Estate Financial Analyst
Latham & Watkins
01.2005 - 01.2007
Budget Analyst
Washington Metropolitan Area Transit Authority
01.2002 - 01.2005
CFP Candidate - CFP Certification Coursework
University of Virginia
Bachelor of Science - Finance
Rutgers University
AFC Candidate -
AFCPE Money Management Essentials
Columbia Business School Executive Education - Investment Strategies
Columbia Business School
Data Analytics - Excel, SQL, Tableau
General Assembly