D. Matt Coe
Pittsburgh,PA
Summary
Proven Accounting Service Expert with a robust background at BNY, adept in leveraging Microsoft Office and exceptional organization skills to enhance client satisfaction and streamline operations. Demonstrated ability to resolve complex inquiries and improve reporting accuracy, contributing significantly to team efficiency and client relations.
Overview
17
17
years of professional experience
Work History
Accounting Service Expert
BNY
07.2021 - Current
- Act as liaison between client and internal teams including accounting & reconciliations
- Ensure inquiries are addressed and resolved in a timely fashion
- Collaborate with internal teams to ensure monthly deliverables are accurate and adhere to deadlines
- Assist with complex client inquiries involving accounting data and reporting
- Provide support for client custom reporting including general ledger feeds & interactive data
- Assist in the account opening/closing process
- Provide training to internal teams as needed
Senior Representative, Fund/Client Accounting
BNY
04.2008 - 07.2021
- Provide accurate and timely monthly/daily accounting data
- Collaborate with internal teams to ensure both internal and external reconciliations are performed and assist with the resolution of breaks
- Communicate with external Investment and Fund managers to resolve differences and ensure accuracy of data
- Perform pricing updates and challenges as needed
- Assist in the resolution of client inquiries
- Ensure completion of daily/monthly assigned activities and checklist signoff
- Other responsibilities included ERISA reporting, General Ledger reconciliation (both standard and custom), client custom reporting maintenance, account signoff and finalization, audit requests & audited statement delivery
Education
Bachelor of Arts - Business And Political Science
University of Pittsburgh
Pittsburgh, PASkills
- Microsoft office
- Organization and time management
- Problem resolution
- Customer relations
- Dependable and responsible
- Remote office availability
Timeline
Accounting Service Expert
BNY
07.2021 - Current
Senior Representative, Fund/Client Accounting
BNY
04.2008 - 07.2021
Bachelor of Arts - Business And Political Science
University of Pittsburgh
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