Hello my name is Taraye Lopez. I have 15 years of Government Service Experience working for the Commonwealth of Massachusetts State Treasury in their Unclaimed Property Department at Management Level. I am relocating to Houston, Texas looking to continue my Career.
Provided executive-level leadership with full responsibility of financial and accounting functions. Supervised five direct reports accountable for operations and compliance. Interfaced with the Custodial Mutual Fund Holdings unit. Monitored and managed reconciliations, mutual funds, expense reports, and variances. Maintained accurate investment records to document transactions preceding funding. Developed monthly and annual expense forecasts.
Comprehensively directed department initiatives related to reporting, compliance, auditing and reconciliation. Implemented training of new Reporting department employees. Oversaw a team of 5 employees in charge of processing unclaimed property reports, reconciling and verifying submissions for cash, mutual funds, and securities. Reviewed newspaper proofs for bi-annual publication.
Evaluated Request for Resources (RFR) and awarded audit contracts
Participated in various reporting and reconciliations tasks, ensuring the validity of accounting records and upholding compliance standards. Responded to internal challenges, such as system and account issues. Maintained internal databases, examining accuracy and timeliness. Completed settlements, modified reports, and fulfilled additional data entry requirements.