I’m Kristina Robertson, a finance- and data-focused professional who loves turning numbers into meaningful improvements. I’ve led cross-functional teams, streamlined processes, and delivered measurable results across education, financial services, and nonprofit settings. I thrive in collaborative environments where I can apply analytics to drive better decisions and client outcomes. I’m passionate about continuous learning, mentoring teammates, and delivering accurate, efficient work. I enjoy translating complex information into clear plans, training others, and finding creative solutions to operational challenges.

Kristina Robertson

I’m Kristina Robertson, a finance- and data-focused professional who loves turning numbers into meaningful improvements. I’ve led cross-functional teams, streamlined processes, and delivered measurable results across education, financial services, and nonprofit settings. I thrive in collaborative environments where I can apply analytics to drive better decisions and client outcomes. I’m passionate about continuous learning, mentoring teammates, and delivering accurate, efficient work. I enjoy translating complex information into clear plans, training others, and finding creative solutions to operational challenges.

Available to hire

I’m Kristina Robertson, a finance- and data-focused professional who loves turning numbers into meaningful improvements. I’ve led cross-functional teams, streamlined processes, and delivered measurable results across education, financial services, and nonprofit settings. I thrive in collaborative environments where I can apply analytics to drive better decisions and client outcomes.

I’m passionate about continuous learning, mentoring teammates, and delivering accurate, efficient work. I enjoy translating complex information into clear plans, training others, and finding creative solutions to operational challenges.

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Language

English
Fluent

Work Experience

Funding Specialist at Nightingale College
May 1, 2023 - February 1, 2024
Led and scaled email marketing initiatives to boost AutoPay signups by 5x; directed a cross-functional integration team to improve vertical collaboration and customer experience; trained a supervisor and a new CX hire; sourced $100K+ in outside scholarships through proactive outreach and resource identification.
Staff Accountant at First Peoples Community Credit Union - HQ
September 1, 2021 - October 1, 2022
Optimized accounting operations, saving 15% of daily task time; audited 60+ employees’ corporate card usage to identify risk and reduce errors; managed vendor relationships and accounts payable across 20+ locations; trained an AVP and a union employee.
Staff Accountant / Executive Assistant at Dorman CPA
November 1, 2018 - May 1, 2021
Collaborated with stakeholders on transactional support for startups to high ARR clients; maintained regular communications with CEO/CFO and upper management regarding financial planning and analysis; oversaw payroll, bookkeeping, and planning for 40+ ongoing clients; completed tax preparation for 700+ individuals and corporate clients annually; assisted primary EA with calendar management and client/vendor concierge services.
Advising Assistant at Frostburg State University - College of Business
August 1, 2017 - December 1, 2018
Utilized data to optimize department resources and tutoring operations; participated in AoL Committee for program improvement; tutored 90+ students across multiple classrooms; advised 30+ student advisees per semester.
Executive Office Assistant – Student Worker at Frostburg State University - Office of Financial Aid
May 1, 2015 - August 1, 2017
Handled 100+ daily inquiries regarding financial aid and student accounts; supported 6 staff members and assisted admissions with special projects; provided FOH/BOH support and communicated federal processes clearly; trained 10+ new employees and provided ongoing mentoring.
Staff Accountant /Executive Assistant at Dorman CPA
November 1, 2018 - May 1, 2021
Collaborated with stakeholders to assist with transactions for startups to clients with 800K+ ARR; regularly communicated with CEO/CFO and upper-level management regarding financial planning and analysis; oversaw payroll, bookkeeping, and planning for 40+ ongoing clients across diverse industries; completed tax preparation for 700+ individual and corporate clients annually, upselling add-on services; assisted primary EA with calendar management and projects, providing concierge service to clients, tenants, and vendors.

Education

Master of Business Administration at Frostburg State University
May 1, 2026 - May 2, 2026
Bachelor of Accountancy at Frostburg State University
January 11, 2030 - May 22, 2026

Qualifications

Add your qualifications or awards here.

Industry Experience

Financial Services, Education, Professional Services