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, PA12-2010
Bachelor of Science - Accounting / Business Administration
Robert Morris University
Moon Township, PA08-1999
Bachelor of Science - Criminology
The Pennsylvania State University
State College08-1996
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
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