Areas of Expertise
Mary Naldoza
Accountant
Moodys Private Client
“The best accountants are not just number-crunchers; they’re financial storytellers.”– Jessica Turner
Mary brings a wealth of experience in accounting, finance, and administration to Moodys Private Client, having worked across various industries. Her deep understanding of business planning, budgeting, and financial modelling is supported by her strong technical knowledge and attention to detail. Mary excels in analyzing and synthesizing data, ensuring timely and accurate financial reporting.
Her advanced skills in MS Excel, including Power Query and Pivot Tables, and proficiency in MS Office programs, such as SharePoint and Teams, enable her to support senior executives effectively by providing insightful financial projections and managing transactions. Mary is committed to delivering value-added services to clients, including process improvements and practical tax tips, and is enthusiastic about expanding her knowledge in taxation to better serve clients. Outside the office, Mary enjoys cooking and spending time with family and friends.