Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lucas Brown

McKees Rocks,PA

Summary

Dynamic accounting professional with extensive experience at BNY, recognized for enhancing financial reconciliations and operational efficiency. Successfully led teams and streamlined processes, earning accolades for outstanding performance and attention to detail in financial reporting.

Overview

25
25
years of professional experience

Work History

Senior Associate - Fund / Client Accounting

BNY
07.2021 - 03.2025
  • Acted as the primary accounting contact for several large corporate clients and oversaw the intraday, month-end, and annual accounting closures for their employee pension, defined contribution, and Voluntary Employee Beneficiary Association [VEBA] plans
  • Managed daily financial reconciliations and provided client support to ensure accuracy of all fiduciary reporting
  • Built long-term client relationships through consistent attention to detail and clear, reliable communication
  • Authored job aids on governance procedures and policies
  • Re-engineered accounting workflows to reduce inefficiencies and streamline recurring processes
  • Reconciled data for annual 5500 ERISA reporting and communicated results to clients and the Department of Labor
  • Ensured full compliance with Generally Accepted Accounting Principles [GAAP]
  • Participated in annual training and review sessions to stay current on evolving policies and maintain financial certifications

Client Accounting & Reporting Supervisor

BNY
11.2008 - 07.2021
  • Supervised a team of five associates and managed a private market portfolio of 400+ accounts with high monthly transaction volumes, annual 1099 tax reporting, and monthly reconciliations of General Partner statements in coordination with clients and third-party auditors
  • Oversaw the preparation and delivery of timely and accurate financial statements for both intraday and monthly valued clients; resolved valuation issues and communicated outcomes to relevant stakeholders
  • Recipient of the 2016 Global Institutional Accounting Team of the Year Award
  • Trained new employees in both classroom and on-the-job settings


Accounting and Reporting Specialist

BNY
11.1999 - 11.2008

Education

Bachelor of Science - Information Science & Technology

The Pennsylvania State University
New Kensington, PA
12-2010

Bachelor of Science - Accounting / Business Administration

Robert Morris University
Moon Township, PA
08-1999

Bachelor of Science - Criminology

The Pennsylvania State University
State College
08-1996

Skills

  • Project management
  • Account reconciliation
  • Financial management
  • Attention to detail
  • Customer service
  • Process improvement
  • Creative problem solving
  • Financial statements expertise
  • Proficient in Microsoft Office with specialties in Excel, OneNote, and Word

Timeline

Senior Associate - Fund / Client Accounting

BNY
07.2021 - 03.2025

Client Accounting & Reporting Supervisor

BNY
11.2008 - 07.2021

Accounting and Reporting Specialist

BNY
11.1999 - 11.2008

Bachelor of Science - Information Science & Technology

The Pennsylvania State University

Bachelor of Science - Accounting / Business Administration

Robert Morris University

Bachelor of Science - Criminology

The Pennsylvania State University
Lucas Brown