Chez Moore
Louisville,Kentucky
Summary
High‑impact financial analyst with expertise in fund accounting, GAAP reporting, valuation, budgeting, forecasting, and data‑driven decision support. Trusted by senior leadership to manage complex financial processes, reverse‑engineer legacy workflows, and deliver accurate, time‑sensitive reporting across multiple portfolios. Known for exceptional problem‑solving, disciplined execution, and the ability to master unfamiliar financial structures quickly. Demonstrated leadership through coaching, team development, and cross‑functional collaboration. Currently pursuing an MBA with a concentration in Financial Leadership, positioning for accelerated growth into senior finance and CFO‑track roles.
Overview
4
4
years of professional experience
Work History
Accounting Analyst
Presbyterian Church Foundation
Jeffersonville, Indiana
05.2025 - Current
- Own monthly GAAP financial reporting across multiple portfolios, ensuring accuracy, timeliness, and alignment with audit and regulatory requirements.
- Lead fund and investment accounting processes, including valuation, asset analysis, and preparation of fund statements used for audit and board reporting.
- Partner directly with the CFO on budgeting, forecasting, and strategic financial planning initiatives, providing data‑driven insights to support decision‑making.
- Reverse‑engineer legacy workflows to rebuild fund-statement processes following staff turnover, restoring reporting continuity and meeting critical audit deadlines.
- Execute money movement, compliance tasks, and regulatory reporting with high accuracy and urgency, serving as the CFO’s primary point of contact for new projects.
- Streamline audit preparation by developing data extracts, mapping valuation processes, and strengthening internal controls.
- Leverage financial systems (Northern Trust, InnoTrust, Blackbaud, Excel) to optimize reporting workflows and improve transparency across portfolios.
Head JV and Assistant Varsity Boys Basketball Coach
Louisville Collegiate School
Louisville, KY
05.2025 - Current
- Lead and mentor student‑athletes, reinforcing discipline, accountability, and performance — transferable leadership skills valued in finance.
- Develop training programs and game strategies, demonstrating planning, analysis, and execution under pressure.
- Coordinate team operations including scheduling, logistics, and preparation, showcasing organizational and communication strengths.
Staff Accountant
Ball Homes
Lexington, Kentucky
07.2024 - 05.2025
- Identified and corrected recurring reconciliation discrepancies, improving month‑end accuracy and reducing close time.
- Managed high‑volume financial transactions, ensuring accuracy in invoice processing and account reconciliation.
- Maintained vendor relationships and resolved discrepancies to ensure financial accuracy.
- Utilized AS‑400, Goldmine, and Excel to track and analyze financial data.
Finance Intern
Northwestern Mutual
Danville, KY
08.2023 - 12.2023
- Supported operational efficiency initiatives through project‑based financial analysis.
- Developed foundational knowledge of financial products and client relationship management.
- Assisted in improving internal processes to enhance client and advisor experience.
Mathematics Instructor
Breakthrough Louisville (Formerly Summerbridge)
Louisville, KY
05.2022 - 07.2022
- Designed and delivered structured lesson plans, adapting instruction to diverse learning needs.
- Analyzed student performance and adjusted strategies to improve comprehension and engagement.
Education
Master of Business Administration (MBA) -
University of Louisville
07.2027
Bachelor of Science - Economics & Finance
Centre College
Danville, KY05.2024
Skills
- Financial Reporting (GAAP)
- Fund & Investment Accounting
- Budgeting & Forecasting
- Financial Analysis & Modeling
- Valuation & Asset Analysis
Finance Skills
- Audit Support & Compliance
- Internal Controls & Process Improvement
- Data Analysis: Excel (advanced), Power BI, SQL
- Financial Systems: Northern Trust, InnoTrust, Blackbaud, AS‑400
Operational Skills
Technical skills
Timeline
Accounting Analyst
Presbyterian Church Foundation
05.2025 - Current
Head JV and Assistant Varsity Boys Basketball Coach
Louisville Collegiate School
05.2025 - Current
Staff Accountant
Ball Homes
07.2024 - 05.2025
Finance Intern
Northwestern Mutual
08.2023 - 12.2023
Mathematics Instructor
Breakthrough Louisville (Formerly Summerbridge)
05.2022 - 07.2022
Master of Business Administration (MBA) -
University of Louisville
Bachelor of Science - Economics & Finance
Centre College