Claudia Salgado Email & Phone Number

Chicago, IL, US

Des Moines, Iowa, US

Jacksonville, FL, US

• Prepared financial analyses and special projects to evaluate strategic decisions affecting the financial performance of the Company (e.g., analyze gross profit variances to budget, freight analysis)
• Reviewed GAAP financial statements for the Mexican subsidiary prepared by the external accountants; prepared financial statement package and summary analysis for management presentation and review.
• Prepared the Consolidated Financial Statements, consolidated statement of cash flows and management reporting to Pilot Corporation.

West Des Moines, IA, US

• Managed a team of four accounting professionals responsible for the investment accounting and financial reporting of the derivatives portfolio for Athene USA on a GAAP, US Statutory and Bermuda Statutory basis.
• Designed and implemented new procedures and controls to automate GAAP hedge accounting and reporting requirements, increasing accuracy, and decreasing manual time spent on Form 10-Q and Form 10-K disclosures.
• Partnered with FP&A to analyze financial results for the derivatives portfolio and provide guidance on significant variations from plan.
• Collaborated extensively internally (stakeholders within GAAP and STAT reporting, internal audit and compliance) and externally with auditors to ensure internal control and compliance processes and the accuracy of.
• Managed performance of team through regular check-ins and formal performance reviews to promote engagement, opportunities for development and maintain a high-performing team.

West Des Moines, IA, US

New York, NY, US

• Led the accounting system conversion of the derivative products in TIAA’s General Account from Murex to PAM, which included scoping project and data requirements, collaborating with business partners and IT project.
• Created and implemented new month-end processes for the derivatives team, streamlined and automated reports reducing time spent on critical foreign currency hedging reports delivered to business partners.
• Managed the monthly, quarterly, and annual close process which included statutory reporting, review and analysis of general ledger account reconciliations, financial metrics and other required regulatory filings and.
• Cultivated strong working relationships with operations, portfolio management and risk business partners to ensure the accuracy of derivative activity, communicate financial results and provide ad-hoc reporting.

New York, NY, US

• Supported the growth in the Leveraged Loan investment strategies and created the procedures for processing and analyzing the investment activity.
• Reviewed the daily transactions and custodian cash activity within the public securities portfolio for STAT and GAAP entities.
• Employed a continuous improvement mindset to analyze and strengthen procedures and processes within the Securities Accounting group.
• Co-led Green Belt Project to evaluate current month-end processes, identify root cause issues and implement solutions to align with the Controller Group initiative to shorten the close process.

Charlotte, NC, US

• Performed consulting services for large financial institutions including merger assistance, compliance work, analysis of intercompany transactions and investment accounting.
• Created and managed the project tracking of various work streams in a consolidations accounting project for a Fortune 50 financial institution, including intercompany analyses, verifications reports and controller.
• Analyzed and streamlined processes, utilizing excel formulas and macros, to automate processing time of daily reconciliations.

Charlotte, NC, US

• Supervised Associates to complete assignments, which included financial statement audits and reviews, compilations and tax returns within strict time and budget constraints.
• Participated in campus recruiting for the Jacksonville office, which included information sessions and interviews on university campuses and interviews during office visits.
• Mentored and assisted in the training of new employees.

Bsc, Accounting

Msc, Human Resource Management And Industrial Relations