Teresa Walters Email and Phone Number
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Seasoned CPA with extensive experience in financial services. In-depth background in investment valuation, accounting and analysis. Solid planning and organizational skills, with ability to manage multiple tasks efficiently and meet tight deadlines. Strong interpersonal skills. Excellent analytical and problem-solving abilities.
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Senior Accountant, Bonds And Mortgage LoansNorth Carolina Housing Finance AgencyDurham, Nc, Us -
Senior Accountant, Bonds & Mortgage LoansNorth Carolina Housing Finance Agency Mar 2022 - PresentOversees the monthly activities and periodic financial statement preparation related to the Agency's homeownership bond programs,.
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AccountantUniversity Of North Carolina At Chapel Hill Nov 2018 - Mar 2022Chapel Hill Nc• Perform numerous tasks for the month-end closing process, including reviewing and approving journal entries submitted by University departments and affiliated organizations. • Research, analyze, and reconcile general ledger accounts at department, source and fund level. Prepare complex bank reconciliation.• Maintain records for investment related “associated” entities. Prepare journal entries, reconcile all general ledger accounts, prepare financial statements and provide audit documentation to external auditors.• Review and approve requests for new University trust sources, and modifications to existing sources. Ensure supporting documentation is complete and in compliance with University policies.• Test system upgrades and other updates in testing environment prior to implementation in production. • Provide accounting support and assistance to campus departments by promptly responding to inquiries. -
Vice President Portfolio ManagementAmundi Smith Breeden Jun 2001 - Oct 2017Durham, North Carolina• Analyzed investment options for Commercial Mortgage-Backed Securities (CMBS) cash bonds and derivatives; recommended, negotiated and executed trades. Monitored performance relative to benchmarks.• Analyzed cash flow projections and invested in short term (< 1 year) instruments such as commercial paper and treasury bills.• Wrote monthly commentary for client reports regarding CMBS market conditions.• Trained and mentored new employee on analysis process for CMBS.
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ControllerAmundi Smith Breeden Jun 1999 - Jun 2001Durham, Nc• Maintained general ledger, accounts receivable and billing, fixed assets, and investments for investment advisor. • Reviewed daily trial balance for hedge fund and limited partnership, prepared monthly financial statements and investor performance reports. • Coordinated annual external audit for investment advisor, hedge fund and limited partnership.
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Senior AccountantVanderbilt University Medical Center May 1998 - May 1999Greater Nashville Area, TnPrepared consolidated financial statements for Vanderbilt Health Services and its five subsidiaries, including an HMO, physician practices, specialty clinics, and a home care services company. Performed detailed analyses to assess success of operations, and coordinated quarterly forecasting and annual budgeting process.
Teresa Walters Skills
Teresa Walters Education Details
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Accounting
Frequently Asked Questions about Teresa Walters
What company does Teresa Walters work for?
Teresa Walters works for North Carolina Housing Finance Agency
What is Teresa Walters's role at the current company?
Teresa Walters's current role is Senior Accountant, Bonds and Mortgage Loans.
What is Teresa Walters's email address?
Teresa Walters's email address is wa****@****uth.net
What is Teresa Walters's direct phone number?
Teresa Walters's direct phone number is +191996*****
What schools did Teresa Walters attend?
Teresa Walters attended The University Of Texas At San Antonio.
What skills is Teresa Walters known for?
Teresa Walters has skills like Cpa, Chartered Financial Analyst, Accounting, Financial Analysis, Mutual Funds, Fixed Income, Cmbs, Bloomberg, Microsoft Excel, Investment Management, Portfolio Management, Structured Products.
Who are Teresa Walters's colleagues?
Teresa Walters's colleagues are Mandi Gormas, Kari Rudolph, Will Parry-Hill, Bj Waring, Ronda Moore, Dolly Jineth, Susan Westbrook.
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3sagora.com, morningstarseniorliving.com, balfourcare.com -
Teresa Walters
Mission, Ks2live.com, dewberry.com7 +170369XXXXX
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1robinsonandhenry.com
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