Kelly Mazeika

Spearheaded financial planning and analysis, modeling, forecasting, budgeting, and business cases supporting strategic planning and operational decision-making. Monitored business scorecards and KPIs, translating results into actionable recommendations for leadership.

Directed project planning for the Compliance Conduct and Operational Risk (CCOR) organization, defining scope, objectives, milestones, and deliverables. Identified project risks and issues, facilitating timely resolution and escalation while improving visibility into progress and delivery performance.

Managed monthly financial reporting, cash forecasting, bank reconciliations, and expense analysis using QuickBooks and Microsoft Excel. Administered accounts payable and receivable activities, processed biweekly payroll, and presented financial updates during staff meetings.

Directed financial administration and project management across multiple client engagements, coordinating job setup, funding changes, documentation, accruals, and billing activities. Governed monthly billing and client financial compliance processes, and advised internal teams on project funding and scope changes.

Prepared monthly, quarterly, and annual financial, regulatory, management, and liquidity reporting for holding companies in Delaware. Executed month-end close activities, validated legal-entity financial statements, and supported preparation of organizational change reporting to the Federal Reserve Bank of New York.

Examined financial records, books, accounts, and supporting documentation across regulated institutions, identifying control gaps and compliance concerns. Analyzed operating results and financial trends to identify emerging risks and support regulatory assessments.

Coordinated client engagements and financial strategies for assigned partners, ensuring accurate project configuration and documentation. Analyzed engagement data spanning invoicing, coding, time, expenses, and project charges, and served as a subject matter resource for firm accounting and risk management systems.

Managed expense reporting, bank deposits, account reconciliations, and financial transaction processing. Verified accounts receivable and payable data, contracts, and payment histories, and partnered with clients and service providers to coordinate assignment activity.

Master of Business Administration in Finance from Wilmington University.

Bachelor of Science in Finance from Wilmington University.

Associate of Science in Accounting from Wilmington University.