Kristy Leigh Jensen

Lead Financial Analyst

Jefferson Regional Medical Center

Corporate Finance / Accounting — Decision Support · Arkansas, Remote

• Own line-level month-end reporting on physician compensation across multiple locations and practice areas
• Built stored procedures and SQL Server Agent jobs for automated processing
• Automated summary reporting in Tableau with custom filters by physician compensation contract type
• Deliver weekly and month-end summaries on hospital statistics, KPIs, and hiring/position requests
• Report monthly on productivity, FTEs, hours worked, overtime, pro-fee accruals, and wRVU trends

Senior Financial Analyst (IV)

Zions Bancorporation

Corporate Finance — Enterprise Mortgage Lending

• Forecast and budget credit trends, revenue, and expenses across seven bank affiliates
• Perform month-end reporting on balance sheet, profit and loss, and allocations
• Compile presentations, metrics, commentary, and data visualization for management deliverables
• Apply Hyperion database retrieval for ad hoc requests and variance analysis on production costs
• Self-taught in SQL — joins, aggregates, calculations, and case/else statements

Associate

Morgan Stanley

Private Banking Operations — High Net Worth Collateral Monitoring

• Used MS Access daily, including SQL, stored procedures, and forms
• Defined project requirements and built Excel macros/functions to cut manual labor and touchpoints
• Oversaw financial reporting for risk compliance under Securities Industry Essentials (SIE) and Series 99
• Trained off-shore personnel deploying 100+ transactions per day to improve capacity and continuity
• Monitored and reconciled securities-based lending collateral and loan ratios for client requests
• Ensured compliance with FINRA, SEC Rule 11(d)(1), Regulations U, W, and T, and firm credit policy

Analyst

Goldman Sachs & Co.

Finance Product Controllers — Fixed Income Secondary Bank Loans & Equities One Delta

• Used Excel to reduce manual work in reporting, price verification, and balance sheet substantiation
• Reconciled variances in daily P&L reporting and Volcker attribution across nine trading desk books
• Maintained cross-divisional communication to verify accuracy through the trading process

Finance / IT for CIO

Woodward, Inc.

Global Engineering Headquarters

• Used SAP to advance a financial budgeting process for recurring maintenance costs
• Built Business Objects reporting for visibility into pre-paid expenses and forecasts organization-wide
• Presented fiscal projections and outlook to the CIO and senior leadership

Jr. Risk Analyst, Equity Analyst

CSU Summit Student Investment Fund

• Tracked and delivered risk metrics for a $350,000 portfolio
• Actively managed the Basic Materials sector and an $18,000 allocation
• Modeled current holdings and pitched prospective sector stock buys
• Earned Bloomberg Core Exam and Equity Essentials certifications

Financial Officer

The Student Center for Public Trust

• Resourced funding through the Daniel's Ethics Fund for ethical situation awareness
• Coordinated with faculty advisors and members to meet club compliance requirements

VP of Finance, Fundraising Chair, Secretary

Alpha Kappa Psi Professional Business Fraternity

• Arranged public fundraising events resulting in net-positive philanthropic donations
• Transcribed, structured, and distributed meeting minutes