# Charles Ukatu

Charles Ukatu is a remote worker on Himalayas, Senior Accountant at Lendistry, based in United States.

Source: https://himalayas.app/@charlesukatu1

```text
I improve investment reporting, liquidity management, and accounting close processes through automation and rigorous financial analysis.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 110k+ USD |
| Job categories | Senior Accountant, Treasury Analyst, Liquidity Risk Manager, Financial Reporting Analyst, Investment Analyst, Auditor |
| Skills | Accounting, CPA, Liquidity Risk Management, Cash Forecasting, Investment Reporting, Treasury Risk and Compliance, Forecast Modelling, Business Development, Quantitative Analysis, Regulatory Filings, Cash Flow Optimization, Data Quality Oversight, Forecast Accuracy Metrics, Interest Yield Strategy, Cross Functional Collaboration, SQL, VBA, Excel, Audit Readiness, Data Governance, Month End Closing, General Ledger Accountant, Reconciliations, Financial Reporting, US GAAP, ASC 470 Debt Accounting, ASC 310 20, ASC 842, ASC 606, ASC 340, Internal Controls, External Audits, Financial Statement Audits, Financial Statement Preparation, NetSuite, ERP Implementation, Cash Management, Profit and Loss (P&L) analysis, Valuation Oversight, Journal Entries, Asset Retirement Obligations, IFRS, SEC Reporting, OGSYS, EY Helix (EY Analytics Tool) |

## What I'm looking for

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I'm looking to apply my accounting, liquidity management, cash forecasting, investment reporting, and automation experience to improve financial accuracy, reporting speed, yield, and risk compliance.
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## About

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At Q Investments, I uncovered $10MM+ in reporting discrepancies that generated a $1.7MM windfall, reduced investment close cycles from more than two months to five days, and improved short-term investment yield by 38% through cash-management automation.

I'm currently at Lendistry, where I automate month-end close for high-volume lending portfolios and apply ASC 470-10 and ASC 310-20 guidance across 100+ loans. I also support audit readiness, reconciliations, data integrity, and reliable financial reporting.

Earlier, I delivered audits for multibillion-dollar clients at Ernst & Young and investment fund and energy clients at Moss Adams. I bring CPA credentials, CFA Level III exam completion, and hands-on SQL, VBA, and advanced Excel skills to liquidity, reporting, and accounting challenges.
```

## Experience

### Senior Accountant (current)

Lendistry. Oct 2025 - Present

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Designed and automated month-end close processes for high-volume lending portfolios, strengthening GL accuracy and improving reconciliation efficiency. Researched and implemented accounting guidance under ASC 470-10 and ASC 310-20 for 100+ loans, developing standardized processes for interest income recognition and debt accounting.
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Skills: SQL, VBA, Excel, ASC-470-Debt-Accounting, ASC-310-20, US-GAAP, Internal-Controls, Financial-Reporting, Data-Integrity, Audit-Support

### Senior Accountant

Q Investments. Nov 2023 - Jul 2025

```text
Generated a $1.7MM windfall by uncovering $10MM+ in reporting discrepancies through proactive PARA management, including investment P&L analysis and ledger reconciliation. Reduced the accounting close cycle from 2+ months to 5 days by designing scalable investment reporting processes and led NetSuite ERP implementation.
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Skills: SQL, VBA, Excel, NetSuite, Cash-Forecasting, Investment-Reporting, Liquidity-Management, General-Ledger-Accountant, Financial-Statements, Process-Improvement

### Audit Staff II

[Ernst & Young](https://himalayas.app/companies/ey). Jun 2022 - May 2023

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Executed audits for multibillion-dollar clients, including a $20B construction company and $4B upstream oil & gas client, evaluating complex contracts under ASC 842. Formulated comprehensive testing strategies for key financial accounts and delivered 10+ financial statement audits.
```

Skills: ASC-842, ASC-606, ASC-340, US-GAAP, SEC-Reporting, 10-Ks, 10-Q-Filings, Audit, Financial-Analysis, OGSYS, EY-Helix-(EY-Analytics-Tool), Team-Leadership

### Assurance Staff

[Moss Adams](https://himalayas.app/companies/moss-adams). Aug 2021 - Jun 2022

```text
Accelerated testing completion by streamlining procedures and executing risk-focused reviews of cash flow, accruals, and equity. Enhanced audit efficiency across 3+ engagements by implementing financial risk discovery software and delivering regulatory-compliant guidance.
```

Skills: ASC-842, US-GAAP, IFRS, Audit, Financial-Analysis, Risk-Management, Customer-Relationship-Management, Substantive-Testing

### Public Sector Processing

[JPMorgan Chase](https://himalayas.app/companies/jpmorgan-chase-co). Apr 2019 - Aug 2021

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Exceeded 100% productivity and 98% quality benchmarks by implementing three workflow controls and adhering to SOPs for secure, high-accuracy processing of sensitive public sector data.
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Skills: Data-Processing, Workflow-Control, SOPs, Quality-Assurance, Productivity

## Education

### Dallas College

Advanced Degree in Technical Accountancy, Technical Accountancy

Activities and societies: Society for Collegiate Leadership & Achievement; The National Society for Leadership and Success

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Pursued an advanced degree in technical accountancy through the CPA program, completing in May 2020.
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### University of Missouri

Bachelor's Degree, Hospitality Management

Activities and societies: Kappa Alpha Psi, Fraternity Incorporated (Delta Omega Chapter); National Pan Hellenic Council, MU Chapter

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Earned a Bachelor's Degree in Hospitality Management in December 2011.
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## Tech stack

- NetSuite
- SQL

To contact Charles, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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