Work Type
Full TimeLocation Preference
HybridRemoteOpen to relocation: No
Open To Work
Hi, I’m
Kelcey McClatchie
Houston,TX
Work Preference
Summary
Developed critical thinking and analytical skills in regulatory environment, excelling in data interpretation and problem-solving. Proven ability to ensure compliance with complex financial regulations and deliver detailed, accurate reports. Seeking to transition into new field, leveraging expertise in financial analysis and regulatory compliance to add value in different capacity.
Diligent, detail-oriented and experienced Account Manager offering solid understanding of legal and regulatory issues surrounding specialized securities and other corporate trust activities. Background reviewing large data sets with speed and accuracy to verify integrity of information.
Overview
11
years of professional experience
6
years of post-secondary education
Work History
Bank Of New York Mellon CorpHouston, TX
Vice President, Client Operations
08.2025 - Current
Job overview
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Ensured accurate disbursements of income distributions according to established schedules, minimizing errors and maintaining client satisfaction levels high.
- Acted as a key point of contact for clients during the trust administration process, providing timely updates and addressing any concerns that arose.
Internal Revenue Service, IRSHouston, TX
Internal Revenue Agent
03.2024 - 09.2025
Job overview
- Utilized data analytics tools for detecting patterns indicative of noncompliance or potential fraud.
- Evaluated taxpayer documentation, ensuring adherence to relevant regulations and laws.
- Conducted field visits to gather critical information needed for accurate tax assessments.
- Identified potential areas of non-compliance by analyzing financial statements and related documents.
- Managed multiple audit cases simultaneously while maintaining high standards of quality and efficiency in case resolution.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Collaborated with taxpayers to explain audit findings and resolve issues related to tax liabilities.
FIS GlobalHouston, TX
Associate Director
02.2021 - 02.2024
Job overview
- Responsible for managing the overall client relationship of structured financial products by responding to the needs of the Portfolio Manager, Underwriter, Rating Agencies, Accountants, Issuers, and Investors
- Serve as the day-to-day contact and point of escalation for any client issues
- Manage and assign daily cash activities to Trust Associates
- Perform portfolio analysis and deliver monthly reports for assigned clients and accounts.
- Fostered a culture of continuous improvement by encouraging staff to share innovative ideas and providing resources for professional development.
Wells FargoHouston, TX
Senior Specialized Assets Analyst III
05.2019 - 02.2021
Job overview
- Monitored and analyzed of pooled loans to determine non-compliance
- Demonstrated leadership skill and train new team members on applying due diligence procedures, compliance mandates and provide technical expertise on the daily reconcilement issues
- Trained and reviewed junior staff processing and reconciliations
- Performed Collateral Compliance Tests in accordance with series deal documentation
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Wells FargoHouston, TX
Junior Specialized Assets Analyst
01.2017 - 05.2019
Job overview
- Assisted in the on-going initiative involving the on-boarding and administration of Loan Financing Facilities (LFF) and CLOs
- Performed Collateral Compliance Tests in accordance with series deal documents and department procedures
- Ensured reporting to investors remained in compliance with the requirements of the Indenture and investor-defined guidelines
- Analyzed and interpreted legal documents such as Indenture, Collateral Manager Agreement, Trust Agreement, SWAP/CAP Agreements as issues arise with the asset or liability payments
- Completed special projects as needed/assigned in a timely and efficient manner
Education Corporation of AmericaBirmingham, AL
Staff Accountant
06.2015 - 07.2016
Job overview
- Performed accurate posting of all Title IV funds, charges, and credits for assigned campus
- Performed all reconciliations of student account records
- Ensured all individual student transactions (charges, payments, and institutional scholarships) are in compliance with ECA, Military, and DOE policies
Education
University of Houston - DowntownHouston, TX
MBA from Investment Management/ ProjectManagement
08.2018 - 08.2020
The University of AlabamaTuscaloosa, AL
BBA from Accounting, ComputerTechnologies and Applications
08.2011 - 05.2015
University Overview
- Member of Zeta Phi Beta Sorority, Inc.
- Elected as Vice President of campus chapter of NAACP in 2012
Skills
- CDO/CLO Securities
- Troubleshooting and Testing
- MS Office
- Complex Problem-Solving
- Process Management
- Compliance Reporting
- Management of Financial Resources
- Collateral Management
- Auditing techniques
- Data interpretation
- Problem-solving aptitude
- Tax code interpretation
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Certification
- Software Testing Professional - LamdbaTest
- Career Essentials in System Administration - Microsoft
- Microsoft Planner Essential Training - LinkedIn
- Corporate Sales (SCCS-A) - VMEdu Inc
- Digital Marketing (SCDM-A) - VMEdu Inc
- Negotiation Associate (NCN-A) - VMEdu Inc
- Six Sigma Yellow Belt (SSYB) - VMEdu Inc
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Vice President, Client Operations
Bank Of New York Mellon Corp
08.2025 - Current
Internal Revenue Agent
Internal Revenue Service, IRS
03.2024 - 09.2025
Associate Director
FIS Global
02.2021 - 02.2024
Senior Specialized Assets Analyst III
Wells Fargo
05.2019 - 02.2021
University of Houston - Downtown
MBA from Investment Management/ ProjectManagement
08.2018 - 08.2020
Junior Specialized Assets Analyst
Wells Fargo
01.2017 - 05.2019
Staff Accountant
Education Corporation of America
06.2015 - 07.2016
The University of Alabama
BBA from Accounting, ComputerTechnologies and Applications
08.2011 - 05.2015