Annie Wong, CPA, MBA
TX
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director, Financial Consulting
RSM, LLP
09.2022 - 09.2024
- Company Overview: Big 5 Public accounting firm.
- Oversee monthly close process and ensure accounts are reconciled monthly in a timely manner.
- Oversee Accounts receivable, Accounts Payable, and daily accounting functions
- Analyze and discuss monthly, quarterly, and annual financial reports and variances with upper management.
- Coordinate with the preparation of the Company’s operating and budget forecast.
- Coordinate with ERP group to ensure the accounting system is recording all transactions properly
- Assisted over 300 clients to implement ASC 842 new lease standard.
- Assist to integrate lease assets from acquisitions
- Perform technical accounting research (e.g. leasehold improvement, asset impairment, subleases)
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Manager, Financial Consulting
RSM, LLP
01.2018 - 01.2022
- Performed impact assessments and implementations of ASC 606 revenue standard
- Performed accounting research and drafted accounting memos
- Drafted accounting policies and procedures
- Project manager for large capital market readiness projects (IPO)
- Drafted 10Q and 10K for publicly traded clients
- Performed goodwill impairment analysis
- Performed audit procedures for clients with large revenue contracts
Senior Financial Controls Manager
McKesson
01.2016 - 01.2018
- Company Overview: No 9 of Fortune 500 Companies.
- Drafted accounting policies (Asset held for sale, Capitalization, Discount, Build-to-suit).
- Enforced best practices for balance sheet reconciliations and timely resolution.
- Reviewed balance sheet risk analysis with upper management.
- Presented quarterly technical accounting updates (Revenue recognition and Lease Standard).
- Managed Risk and Compliance team.
- 2017 Hammer award recipient from Specialty Business Unit Internal Audit for exceptional business partnership and exceeding expectations
Accounting Project Manager
7-Eleven, Inc.
01.2012 - 01.2016
- Subject matter expert in ASC 350-40 Internal-use software.
- Worked closely with Finance team to provide technical accounting guidance on Cap/Ex, Revenue recognition, and contract liabilities.
- Reviewed project financial models to ensure financial alignment.
- Reviewed multi-million-dollar project contracts and costs to ensure proper accounting treatments.
- Reviewed SOW approvals and funding requests to ensure budgets are vetted.
- Reviewed project actual spending versus budget and question significant variances.
- Prepared white papers for senior management and project review committee.
- Performed technical accounting research for unusual PPE and leasing transactions.
- Reviewed Accounting for Gas tank asset retirement obligation.
- Reviewed Balance sheet analysis.
- Coordinated efforts between departments to streamline communication channels improving overall project execution.
Financial Reporting Senior Accounting Supervisor
7-Eleven, Inc.
01.2009 - 01.2012
- Reviewed the overall accounting and funding of Health and Welfare Trust.
- Reviewed the overall accounting of Franchisee notes receivables.
- Reviewed calculations of various debt instruments, footnotes, and audit schedules.
- Prepared Management Discussion and Analysis (MD&A).
- Oversaw the daily cash deposit and recording processes.
- Ensured SOX Compliance for the Cash Receipts System and Loan Ledger.
- Reviewed balance sheet account reconciliations.
- Supervised and motivated accounting team to maximize performance.
Financial Reporting Senior Accountant
7-Eleven, Inc.
01.2008 - 01.2009
- Prepared quarterly and annual Earnings Per Share (EPS) calculations
- Prepared Statement of Earnings, EDITDA schedules
- Prepared quarterly income statement Flux analysis
- Created Oracle mass allocations with expert knowledge of parent/child relationship
- Prepared monthly journal entries and reconciliations.
Senior Analyst
Fin-Econ Partners
01.2007 - 01.2008
- Company Overview: Valuation firm on Mergers and Acquisitions
- Prepared WACC analysis
- Performed Balance sheet and income statement ratio analyses
- Reviewed company SEC filling in merger and acquisition cases
- Prepared process procedure for Due Diligence
- Ad Hoc research projects using Bloomberg
- Valuation firm on Mergers and Acquisitions
Education
MBA - Corporate Finance-Investment analysis
University of Dallas
B.S. - Accounting
University of North Texas
Denton, TXSkills
- Computer Literacy
- SAP MM
- SAP FI
- SAP CO
- SAP PA
- Oracle GL
- Oracle FA
- MAS 90
- Great Plains
- Blackline
- Bloomberg
- Dynamic Business Center
- Hyperion Enterprise
- Retrieve
- Account mapping
- Data manipulation
- Microsoft Office suite
- Verbal and written communication
- Strategic Planning
- People Management
- Operations Management
Certification
- CPA
- MBA
Computerliteracy
SAP, MM, FI, CO, PA, 7, Oracle, GL, FA, 7, 3, MAS 90, 0, Great Plains, 0, Blackline, 0, Bloomberg, 0, Dynamic Business Center, 0, Hyperion Enterprise/Retrieve, 2, Microsoft Office suite
Languages
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Director, Financial Consulting
RSM, LLP
09.2022 - 09.2024
Manager, Financial Consulting
RSM, LLP
01.2018 - 01.2022
Senior Financial Controls Manager
McKesson
01.2016 - 01.2018
Accounting Project Manager
7-Eleven, Inc.
01.2012 - 01.2016
Financial Reporting Senior Accounting Supervisor
7-Eleven, Inc.
01.2009 - 01.2012
Financial Reporting Senior Accountant
7-Eleven, Inc.
01.2008 - 01.2009
Senior Analyst
Fin-Econ Partners
01.2007 - 01.2008
MBA - Corporate Finance-Investment analysis
University of Dallas
B.S. - Accounting
University of North Texas
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