Melissa Chadwick Email & Phone Number

Seattle, Washington, United States

I lead a team of 30 accounting and finance professionals and together we provide accounting, tax filing, cash management, payables and audit support for over 35 trust clients in the pension and health & welfare space.

Bellevue, WA

• Led a team of 20+ accounting and finance professionals in investment accounting, pricing, performance and reporting, GAAP and Statutory financial statement reporting, treasury, accounts payable and unclaimed property.
• ~$50B investment portfolio included fixed maturities, mortgage loans, equities, limited partnerships, hedge funds, private equity, derivatives.
• Managed all banking and key vendor relationships. Negotiated vendor contracts for sustainable cost efficiency.

Bellevue, WA

• Scope expanded to include responsibility for monthly investment accounting close, review and oversight controls, vendor management, reconciliations and all investment related financial statement disclosures, as well as.
• Led multiple teams responsible for investment accounting and reporting, treasury, accounts payable and unclaimed property. Directly managed 3 managers with 19 team members across the various areas of responsibility.
• Appointed as an officer of the company (Assistant Treasurer) for banking and contract authority.

Bellevue, Washington, United States

• Led a team of 5 treasury professionals in cash management, treasury operations and bank reconciliations.
• Maintained short and long-term cash forecasts and oversaw daily cash positioning to ensure adequate operating liquidity while maximizing investable cash for spread-based business.

Bellevue, Washington, United States

• Led a team of 3-5 internal auditors in planning and performing Sarbanes-Oxley (SOX) controls testing and documentation and other operational internal audits.
• Partnered with internal stakeholders and external auditors to understand, document and test key business processes and the related risks and controls. Established and maintained an effective controls environment.
• Documented and communicated audit findings timely with stakeholders and summarized deficiencies and remediation work for the Board of Directors report quarterly.

Seattle, Washington, United States

• Public accounting experience through Manager role in the audit practice. Served both public and private companies in a variety of industries including technology, e-commerce, biotech, seafood, logistics and insurance.
• Served on the Amazon.com audit for 8+ years, including initial SOX filing in 2004. Audited all financial statement line items including inventory and revenue and coordinated extensively with international and domestic.

Mpacc, Accounting

Bachelor Of Arts, Business Administration - Accounting