Tom Kennedy
Investor Accounting Manager @Cascade Financial Services
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WORK HISTORY
Investor Accounting Manager @Cascade Financial Services
Chandler, AZ, US
Interacting with private investors, trustees, government agencies and internal parties regarding loan reporting guidelines.Preparing monthly reporting schedules and remittance requirements for investor portfolios.Providing Corporate Accounting with daily and monthly reports that support bank and general ledger activity Booking monthly accrual journal entries.Reconciling daily & monthly bank accounts & clears reconciling items within deadline.Analyzing investor loan activity on a regular and on-going basis, to ensure loan system accuracy and compliance with investor agreements.Improving the documentation process within team for investor reporting and bank account reconciliations.Implementing process improvements that will improve investor accounting & servicingCoordinating & Providing support for internal and external audit requestsPerforming analysis on aged reconciling items and remediation including identifying other business owners that may be required for remediation and promote changes in process to avoid recurrence.
EDUCATION
Almeda University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Almeda University
Master of Business Administration (MBA), Business Administration and Management, General
Roman Catholic High School
Academics
Community College of Philadelphia
Business Administration and Management, General
SKILLS
ABOUT TOM KENNEDY
Senior accounts manager with over 25 years of progressive industry experience. Strong…
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