Rory Green Email & Phone Number

Houston, Tx, Us

As an Accounting Supervisor, I lead a team of accountants, overseeing financial operations including workload distribution, reconciliations, and performance evaluations. My role involves managing month-end close processes, approving all P&L journal entries, and ensuring the accuracy of key reconciliations. I also oversee audits, including 2-3 annual Texas Department of Banking audits, ensuring full compliance with trust regulations. Through process improvements and leadership, I have successfully streamlined reconciliation efforts and reduced audit preparation time.

Houston, Tx, Us

As an Accountant III, I managed trust bank reconciliations across multiple states, ensuring accuracy in the recording of contract deposits and withdrawals. I played a key role in reviewing audits and led a critical project to clear reconciling discrepancies, which improved adherence to company policies and reduced financial risk.

Houston, Tx, Us

In this role, I managed the month-end close process for trust accounts, uploading journal entries and reconciling accounts using Lawson General Ledger. I collaborated with the Texas Compliance Department to address trust reconciliation discrepancies and provided offshore team training to optimize research processes.

Houston, Tx, Us

As an Accountant I, I handled routine trust account reconciliations and assisted with audit preparations, ensuring compliance with SOX and GAAP standards. I worked closely with internal departments and external trustees to establish best practices for trust reconciliations, ensuring consistent financial accuracy.

New York, Ny, Us

As a Corporate Trust Administrator, I managed daily cash and collateral reconciliations, resolving discrepancies and processing wire transfers. I supported month-end close processes and accounts payable, ensuring compliance with internal controls. Additionally, I assisted in preparing financial reports and reviewing compliance documentation for the Relationship Manager.