Professional Financial Analyst with extensive experience in financial operations and unclaimed property management within the financial services sector. Proven track record in executing end-to-end escheatment activities, ensuring full compliance with state laws, dormancy periods, and rigorous reporting requirements. Expert in reconciling unclaimed property balances to the general ledger and collaborating with cross-functional teams including Accounts Payable, Tax, and Legal to maintain internal controls. Proficient in Oracle Financials Cloud and Sovos-UPEnterprise to streamline filing processes and enhance data integrity for state reporting. Dedicated to driving process improvements and delivering accurate financial data to support organizational growth and regulatory adherence.
Professional Financial Analyst with extensive experience in financial operations and unclaimed property management within the financial services sector. Proven track record in executing end-to-end escheatment activities, ensuring full compliance with state laws, dormancy periods, and rigorous reporting requirements. Expert in reconciling unclaimed property balances to the general ledger and collaborating with cross-functional teams including Accounts Payable, Tax, and Legal to maintain internal controls. Proficient in Oracle Financials Cloud and Sovos-UPEnterprise to streamline filing processes and enhance data integrity for state reporting. Dedicated to driving process improvements and delivering accurate financial data to support organizational growth and regulatory adherence.