Maria Galindez
Round Rock,TX
Summary
Results-driven accountant experienced in financial statement reconciliation, review, auditing and reporting. Well-versed in producing reconciliations, discrepancy research, expense calculations, and payments to stakeholders. Self-starter ability to meet strict client and auditor deadlines.
Overview
35
35
years of professional experience
Work History
Financial Reporting Team Lead, VP
The Bank Of New York Mellon Corp. Trust
08.2007 - 01.2020
- Coordinated, supervised and guided staff of five senior and staff accountants in the preparation of reconciliations, financial and audit reporting activities. Collaborate directly with auditors and clients to ensure timely issuance of accurate GAAP financial statements .
- Reviewed audit reports, net asset valuations, and financial statements prepared by staff, ensuring accuracy and completeness of information presented.
- Conducted thorough testing, documentation, and training reference materials of new systems and procedures to ensure functionality, reliability, accuracy, and compatibility with existing infrastructure.
Relationship Manager, Structured Finance
Chase Bank
07.2005 - 12.2007
- Coordinated with team to align financial and audit reporting activities with external clients, rating agencies and auditor deadlines.
- Prepared and analyzed monthly compliance reports for Collateralize Debt Portfolios including reporting and recalculation of expenses, income, performance, and other components for waterfall distribution to stakeholders, and vendors according to indenture guidelines.
- Supervised and trained two Corporate Trust Analysts in used for reporting, analysis, asset tracking, rating agency reporting, financial statement preparation and audit review.
Supervisor Senior Accountant, Corporate Trust
Chase Bank
06.1999 - 12.2005
- Conducted performance evaluations for five staff members, identified areas for improvement and provided training and guidance for professional development.
- Championed continuous improvement efforts within organization. Responsible for reclaiming outsourced process and integrated into existing systems which resulted in significant cost savings, increased quality, client comfort and efficiency.
- Reviewed and approved work papers, trial balances, journal entries, financial statements and other financial information produced by three staff accountants.
- Completed year-end closing and audit processes with clients and external auditors for financial statement issuance.
Senior Analyst
American General Corporation
07.1991 - 10.1999
- Researched, reconciled and prepared support required for common stock issuance and registration via DTC.
- Actively participated in dividend distribution process to shareholders.
- Successfully completed projects as assigned including reconciliation of outstanding stock certificates due to acquisitions and mergers, unclaimed property back log approaching reporting deadlines.
- Actively tabulated proxy tabulation of shareholder voting results and prepared daily position reports for CEO.
Senior Mutual Fund Accountant
American General Life Insurance Company
02.1985 - 10.1991
- Executed trade activities such as reconciliations, trade execution, trade settlement, net asset value calculations and financial statements for SEC registered mutual funds/variable annuities.
- Prepared annual state tax information for regulatory filing and audited financial statements.
- Reviewed fund reconciliations prepared by three supervised staff accountants including general ledger entries and daily trial balances.
- Collaborated with legal team to prepare and revise footnotes as needed for new fund prospectuses.
Education
Bachelor of Business Administration - Accounting
Cleveland State University
Cleveland, OH08.1984
Skills
- Compilation and review of sensitive investment reports, invoices and financial statements for clients and auditors
- Maintain relationships with high profile Investment Managers and ensure compliance with calculations and reporting according to indentures and other legal documents
- Effective reconciliation of cash flows, income, expenses and other components related to payments, reporting and audits
- Focus on risk mitigation by creating procedure documentation and adherence to best practice procedures
Languages
Spanish
Native or Bilingual
Timeline
Financial Reporting Team Lead, VP
The Bank Of New York Mellon Corp. Trust
08.2007 - 01.2020
Relationship Manager, Structured Finance
Chase Bank
07.2005 - 12.2007
Supervisor Senior Accountant, Corporate Trust
Chase Bank
06.1999 - 12.2005
Senior Analyst
American General Corporation
07.1991 - 10.1999
Senior Mutual Fund Accountant
American General Life Insurance Company
02.1985 - 10.1991
Bachelor of Business Administration - Accounting
Cleveland State University
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