Management Accounting

Grayden Westfall

**** ******* ******, #1-626-***-****

Temple City, CA 91780 ***************@*****.***

CLIENT SERVICES EXECUTIVE with over 20 years experience managing major

accounts such as Kaiser Permanente, Disney and American Airlines. Managed

over $36 Billion in corporate and pension assets. Additional skills in

finance, accounting and auditing. Able to apply technical knowledge with

demonstrated ability to plan and execute projects, communicate goals, and

achieve a high level of performance. Attain management goals of keeping

major clients satisfied.

Significant areas of expertise and experience include:

Financial Planning Investment Management

Major Client Relationships Project Management

Audits and Full Audit Reporting Computer Database Management

Systems and Procedures Staff Management and Leadership

Client Budgeting and Cash Flows Global Outsourcing

Professional EXPERIENCE

State Street bank- Los Angeles, CA / Boston, MA 2003 - 2013

A worldwide commercial bank providing financial and trustee services for

company pension funds and corporate assets.

Vice President Client Services

. Served as direct main liaison for 3 major client pension funds and

corporate assets. Cross-sold services to major clients and played a

key part in Kaiser Permanente signing a 5 year contract extension.

. Partnered with clients and State Street Bank's accounting group to

ensure monthly reporting of client statements were done correctly and

delivered on schedule. Delivered monthly reports on time so Kaiser

could close their books on time each month.

. Compiled and produced customized reports for clients by retrieving

data from State Street Bank database. Kaiser used these custom

reports to give to their actuaries to come up with pension payout

timelines.

. Helped clients complete their annual reports by working with them and

State Street accounting group to gather financial information to

produce annual reports. With my help, all my clients were able to

file their annual reports on time.

. Work directly with clients' external auditors to help complete annual

audits. Delivered annual reports and customized reports to auditors.

Answered auditors' questions regarding clients' accounts. Both Kaiser

Permanente and Disney were able to meet their audit deadlines because

of my work.

. Ensured clients paid their fees on time to help State Street Bank

reach their revenue projections.

. Worked with clients to make sure all expenses and invoices were paid

on a timely manner. Kaiser Permanente bills were paid on time because

of my work with their billing department.

. Provided cash projections to clients to help them with cash budgeting.

Kaiser used my cash projections to ensure that none of their 5 cash

funds were overdrawn.

. Worked with client investment managers to make sure different client

investment funds were set up correctly. Worked with Kaiser's

investment managers to complete new Kaiser investment accounts to

ensure Kaiser investment strategies were set up on time.

Deutsche bank (formerly bankers trust company), Los Angeles, CA 1990 -

2003

A worldwide commercial bank providing financial and accounting services for

major pension funds.

Assistant Vice President

. Duties included account management, special projects management, and

reporting.

. Assisted clients in making buying and selling decisions on cash

accounts and executed accounts payable and receivable for commercial

accounts. Reconciled account statements with independent investment

managers.

. Bought and sold money market funds so that clients and investment

managers had enough money to make timely investment decisions.

. Tracked interest and dividend payments and ensured timely investment

of interest and dividends. As a result, Kaiser and State of New Mexico

accounts had the correct dividends and interest payments posted to

their investment funds.

. Ensured adherence to client investment guidelines. As a result,

Kaiser's 26 Billion dollar pension fund was in compliance with

Kaiser's investment committee guidelines.

. Acted as main contact between clients and Deutsche Bank. Received

several bonuses because of high level client satisfaction.

. Performed account organizational and procedural projects for clients,

such as, assisting Kaiser defined contribution plan in going to daily

valuation.

. Prepared monthly, quarterly and annual reports so that my clients

could close their books on time.

. Performed analyses of internal bank controls, reducing risk for both

Deutsche Bank and my clients by making sure that all internal controls

were being enforced by all clients.

EDUCATION

Master of Accounting, Brigham Young University, Provo, UT

Bachelor of Arts - Accounting, Brigham Young University, Provo, UT

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