Lawrence D. Mazis, MBA, is an accomplished senior accounting professional with extensive experience in financial operations, investment accounting, and client reporting. Over a career spanning nearly two decades, Lawrence has demonstrated exceptional expertise in areas such as account reconciliations, financial statement review, external audit preparation, and trade processing. His technical proficiency in handling complex financial instruments like foreign exchange, futures, forwards, options, and swaps is complemented by his deep knowledge of Dodd-Frank derivative regulations and other industry-specific compliance standards.
Lawrence’s most recent role as a Senior Accountant at State Street Bank, where he served for nine years, highlights his ability to lead teams, streamline processes, and resolve intricate financial discrepancies. His tenure saw him overseeing daily, monthly, and quarterly reconciliations, ensuring accurate reporting, and collaborating with both onshore and offshore teams to address complex trade and security setups. His exceptional performance was recognized through annual performance bonuses, solidifying his reputation as a go-to expert in financial reporting and client management for high-profile clients such as Morgan Stanley and Lazard.
Prior to joining State Street, Lawrence held pivotal roles at BNY Mellon Global Investment Servicing, where he supervised investment accounting functions, processed trades for derivative instruments, and ensured regulatory compliance. His ability to manage teams and improve operational efficiencies was critical in maintaining accurate reporting and supporting external audits. His earlier experience includes roles at the University of Pennsylvania, where he administered endowments and trust funds, ensuring compliance with donor wishes, and at Vanguard, where he gained specialized experience as a Fixed Income Accountant and Futures and Forwards Accountant.
Lawrence is not only highly skilled in technical accounting but also excels in the use of advanced software systems, including Bloomberg, Reuters, and various custodian databases. His proficiency in Excel, including advanced functionalities such as VLOOKUP, PivotTables, and macros, has been instrumental in automating reporting processes and increasing efficiency. He is also well-versed in Sarbanes-Oxley, GAAP, and FASB regulations, and has experience with SAP and ERP systems.
Lawrence holds a Master of Business Administration from the University of Phoenix and a Bachelor of Arts in Psychology with a minor in Math from the University of Pennsylvania. His academic background, combined with his extensive industry experience, positions him as a highly competent and results-driven financial professional. With a proven track record of developing procedures, training teams, and building strong relationships across all levels of management, Lawrence D. Mazis continues to be a sought-after expert in the financial services industry.
Character:
Lawrence D. Mazis is a highly dependable and results-driven financial professional, known for his strong work ethic and commitment to accuracy in accounting and financial reporting. His ability to build solid relationships with management and clients highlights his integrity and reliability in high-pressure environments.
Knowledge:
With nearly two decades of experience in accounting, Lawrence possesses deep expertise in financial operations, investment accounting, and compliance with regulations like Dodd-Frank. His technical proficiency extends to complex financial instruments, advanced Excel functionalities, and specialized software systems such as Bloomberg, Reuters, and SAP.
Strategic:
Lawrence has a proven track record of streamlining financial processes, automating reports, and implementing new procedures that increase efficiency and accuracy. His strategic approach to team leadership and problem-solving ensures that both operational and client-focused goals are met with precision.
Communication:
A skilled communicator, Lawrence excels in training employees, presenting procedures, and working cross-functionally with internal and external clients to resolve complex issues. His ability to clearly convey financial data and collaborate with offshore and onshore teams demonstrates his strong interpersonal and client management skills.
