Grayden Westfall Email & Phone Number

Rexburg, Idaho, United States

Greater Los Angeles Area

• 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 the clients’ annual audit. Sent 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 Kaiser 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.

Greater Los Angeles Area

• 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.

Pasadena, Ca

Master'S Degree, Accounting

Bachelor'S Degree, Accounting