Krystle Shannon

About Krystle Shannon

Motivated, versatile, energetic, and result-oriented Financial Analyst with 16+ years of extensive experience in supporting business operations through financial and risk analysis, account management, auditing, budgeting & forecasting, and relationship management with key stakeholders. Skilled at financial reporting, managing cash flow, preparing financial statements, controlling costs, and increasing profits through the application of analytical and business skills. Strong grip on Accounting standards, IFRS & GAAP, developing and implementing financial systems and controls, strong technical accounting skills, and management reporting. In-depth understanding of finance and accounting procedures due to strong academic background and hands-on experience in providing clients with customized business solutions. Demonstrable record of success in driving multiple complex administrative and financial workflows to timely completion. ACHIEVEMENTS• Spearheaded a comparative analysis initiative at Grossmont High School that led to necessary changes in departmental functionality• Developed automated accounting applications that increased productivity by 76% at Grossmont High School• Consolidated and analyzed over accounts monthly to provide results and establish budgets at Grossmont High School• Reconciled and batched payments on a daily basis, reducing reconciliation discrepancies by 98% at Baker Ripley• Provided robust modeling and reporting to facilitate executive-level decision making at Baker Riple• Performed detailed cost-benefit analysis for a program at Baker Ripley.• Reviewed thousands of student FAFSA applications, tax verification data, and professional judgement documents to determine financial aid eligibility at Ashford University• Performed regular audits to ensure compliance with Title IV and other financial aid standards at Ashford University• Managed, compiled, and delivered Title IV funding-related information requested by third parties at Ashford University• Established and maintained departmental relationships with internal stakeholders and department heads at Ashford University

Experience

1. Associate School Finance Manager

   Vertex Education Formerly Edtec, Llc

   Feb 2026 — Present

   Lead the full monthly close process for a portfolio of charter school clients, including pre‑close activities, financial statement review, and preparation of adjustments and updates.· Prepare and present monthly financial statements, analyses, and board‑ready materials to support school leadership and drive strategic decision‑making.· Serve as the primary client contact for audit documentation, compliance reporting, and financial operations, ensuring timely and accurate submissions.· Support multi‑year budget planning, revenue projections, and expense forecasting to help schools understand charter finance rules and long‑term sustainability.· Complete all required financial reports and compliance documents, ensuring adherence to GAAP/GASB standards and federal, state, and local funding requirements.· Analyze financial trends, variances, and cash flow needs to provide actionable recommendations that support resource allocation and operational planning.· Collaborate with school leaders, department heads, and internal finance teams to coordinate financial activities, resolve issues, and maintain alignment with organizational goals.· Contribute to process improvements by identifying inefficiencies, recommending solutions, and supporting implementation across client workflows.

Education

• Ashford University

  Master of Arts, Non-Profit/Public/Organizational Management

• Ashford University

  Master of Arts (M.A.), Organizational Management

  2008 — 2009

• Ashford University

  Master of Arts, EDUCATION

• San Diego State University

  Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

  2004 — 2007

• San Diego State University

  Bachelor of Applied Science, Liberal Arts and Sciences/Liberal Studies

• Ashford University

  Master of Education - MEd