Esther Wang
Kew Gardens,US
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
18
18
years of professional experience
Work History
Finance Operations Manager
Medable
10.2023 - Current
- Improved financial processes by streamlining operations and reducing inefficiencies.
- Managed Commission along with internal and external partners to ensure efficient and accurate calculation.
- Enhanced financial reporting accuracy through meticulous review of data and implementing system improvements.
- Increased efficiency of financial operations by implementing new software tools and automating manual processes.
- Define long-term strategy, help drive prioritization, analyze trade-offs, and collaborate on the overall Financial process and systems roadmap to improve existing and future state of
operations. - Optimized cash flow management through diligent monitoring of incoming funds and strategic allocation of resources.
- Oversight AP process which includes but not limited to Procure to Pay, expense management, T&E, etc.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Treasury Manager
Medable Inc
02.2023 - 10.2023
- Optimized cash flow by implementing effective cash management strategies and monitoring daily liquidity positions.
- Improved financial risk management by establishing policies, procedures, and internal controls to mitigate potential risks.
- Contributed to annual budgeting processes by providing accurate projections of interest income (over $8 MM interest income earned in FY23), expenses, and capital expenditures related to treasury operations.
- Drafted treasury reports to support management decision-making needs.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Reduced bank fees by negotiating favorable banking terms and services agreements with multiple financial institutions.
- Planned and managed over $200 MM cash asset, tracking expenses, and investigating discrepancies to maintain optimal controls.
General Ledger Analyst
Medable Inc
09.2021 - 02.2023
- Enhanced financial reporting accuracy by reconciling general ledger accounts and analyzing variances.
- Streamlined month-end closing processes for timely financial statement preparation and review.
- Reduced discrepancies in account balances by performing detailed account analysis and reconciliation.
- Improved internal control procedures with regular audits of accounting records and transactions.
- Assisted management in decision-making processes through accurate budgeting, forecasting, and variance analysis.
- Prevented potential financial risks by identifying errors or discrepancies in journal entries during account reconciliations.
AML INVESTIGATION ANALYST
K2 INTELLIGENCE
09.2020 - 09.2021
- Top level performer, appointed to systematize and order our agency's difficult to handle cases with prompt professionalism and integrity.
- Enhanced AML investigation efficiency by streamlining processes and implementing new analytical tools.
- Reduced false positives in transaction monitoring by refining alert thresholds and parameters.
- Supported senior management by creating reports that highlighted key metrics related to AML program performance.
- Conducted comprehensive AML investigations, resulting in the identification of suspicious activity and timely submission of SARs.
- Developed robust case management practices, increasing the overall effectiveness of AML investigations.
- Assessed emerging risks and potential vulnerabilities in the AML program, proactively implementing mitigation strategies.
- Identified threats, vulnerabilities and suspicious behavior patterns to recommend mitigation measures.
- Prepared reports, metrics and research to support fraud initiatives and projects.
- Investigated fraud referrals and performed research to minimize risk and resolve inquiries.
COMPLIANCE ANALYST
BANK OF CHINA
01.2019 - 04.2020
- Enhanced regulatory compliance by conducting thorough risk assessments and implementing effective control measures.
- Streamlined internal audit processes for improved efficiency and accuracy in detecting potential compliance issues.
- Developed comprehensive training programs to ensure staff understanding of relevant regulations and policies.
- Collaborated with cross-functional teams for the successful implementation of new compliance initiatives.
- Improved company''s risk management strategy by identifying, assessing, and mitigating potential risks related to noncompliance.
- Monitored adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
ADMINISTRATIVE ASSISTANT
CATHAY BANK
05.2017 - 12.2018
- Efficiently multi-tasked in busy environments with high project productivity.
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Contributed to cost reduction efforts by identifying opportunities for process improvements and negotiating vendor contracts.
- Facilitated collaboration within the team by organizing regular meetings, maintaining meeting minutes, and tracking project progress.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
CHASE PRIVATE BANKER
JP MORGAN CHASE
06.2016 - 05.2017
- Actively managed a client portfolio through advice service options, consistently followed up with each client to deepen customer relationships.
- Generated new business leads by leveraging existing connections and attending industry conferences.
- Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
- Managed risk exposure by conducting thorough due diligence on potential borrowers before extending credit facilities.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
RELATIONSHIP MANAGER
BANK OF AMERICA
06.2006 - 06.2016
- Acquired and developed new customer relations, targeted sales based on customer needs.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Education
No Degree - SCPS-Financial Risk Management Program
NEW YORK UNIVERSITY
2015
Bachelor of Arts - Mathematics, Economics
HUNTER COLLEGE, NEW YORK
06.2011
Skills
- Cash Flow Management
- Internal Controls
- Accounts Payable
- Risk Management
- Process Improvement
- Budgeting and Forecasting
- Project Management
- Regulatory Compliance
- Workflow Coordination
- Commission
- Policy Development and Enforcement
- Financial Reporting
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Software
NetSuite
Microsoft Office
Salesforce
Exposure to various Financial Institution
Windows OS
References
References available upon request.
Timeline
Finance Operations Manager
Medable
10.2023 - Current
Treasury Manager
Medable Inc
02.2023 - 10.2023
General Ledger Analyst
Medable Inc
09.2021 - 02.2023
AML INVESTIGATION ANALYST
K2 INTELLIGENCE
09.2020 - 09.2021
COMPLIANCE ANALYST
BANK OF CHINA
01.2019 - 04.2020
ADMINISTRATIVE ASSISTANT
CATHAY BANK
05.2017 - 12.2018
CHASE PRIVATE BANKER
JP MORGAN CHASE
06.2016 - 05.2017
RELATIONSHIP MANAGER
BANK OF AMERICA
06.2006 - 06.2016
No Degree - SCPS-Financial Risk Management Program
NEW YORK UNIVERSITY
Bachelor of Arts - Mathematics, Economics
HUNTER COLLEGE, NEW YORK
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