Christine M. DeMoura Jones
Middleborough,MA
Overview
28
28
years of professional experience
Work History
Officer-Private Equity Fund Accounting
State Street Corporation
Boston, MA
01.2020 - Current
- Supervise the day-to-day activities of junior and senior accountants.
- Rolling out and supporting the new eCFM to clients.
- Review the preparation of monthly, quarterly and annual client deliverables.
- Management and fulfillment of client ad hoc requests.
- Assisting the unit head and the client relationship group with additional projects as necessary.
Senior Associate
State Street Corporation
Boston, MA
01.2003 - 01.2020
- Responsible for managing staff to ensure full compliance of divisional daily/monthly Core Operating Standards and operational procedures.
- Facilitating weekly staff meetings, conducting staff performance evaluation meetings, providing training and coaching to staff and completing administrative tasks.
- Ensure all scheduled and Ad Hoc financial information reporting for daily/monthly pricing clients are reported timely and accurately by the required deadlines.
- Aid team members working on assigned projects, and update client-specific procedures.
- Prepare accurate monthly client invoices.
Auditor/Senior Portfolio Accountant
State Street Corporation
Boston, MA
01.2001 - 01.2003
- Review daily/monthly reporting of several portfolio accountants and acted as swing auditor for other fund groups within division as needed.
- Works closely with both administrative and operational staff to monitor and adhere to standard operating procedures and audit requirements.
- Train new portfolio accountants in policy and procedures.
- Provide coverage of daily/monthly responsibilities during team members’ absence.
- Escalate issues and exceptions to Manager in accordance with Standard Operating Procedures.
Portfolio Accountant
State Street Corporation, Inc.
North Quincy, MA
01.1999 - 01.2001
- Developed and maintained a solid understanding of State Street's accounting systems, applications and processes.
- Monitored securities & cash movements for client accounts and invested daily excess cash into overnight trading vehicles.
- Monitor resolution of past due income, failing trades, corporate actions and other custody related activities.
- Prepare and deliver accurate month end reports per required deadlines.
- Interact with the Cash/Trade (QTP), Corp. Action, and other internal support areas.
- Use the accounting tools (CSW, MCH) to review the portfolios daily to ensure timely and accurate completion of Client reporting -daily, weekly and monthly.
- Maintain a courteous, positive and professional manner with both internal and external customers.
Timeline
Officer-Private Equity Fund Accounting
State Street Corporation
01.2020 - Current
Senior Associate
State Street Corporation
01.2003 - 01.2020
Auditor/Senior Portfolio Accountant
State Street Corporation
01.2001 - 01.2003
Portfolio Accountant
State Street Corporation, Inc.
01.1999 - 01.2001