Results-driven Controller, active CPA, with 15+ years' experience overseeing accounting, SEC reporting, accounting policy implementations, governance and policy, internal controls and SEC reporting. Significant experience in process improvement, rolling out new policy and build out of internal controls. 7+ years as controller for internal group in EMEA and Asia. Self-starter with history of developing and coaching teams.
Hi, I’m
Helen M. Pang, CPA
San Francisco,CA
Summary
Overview
23
years of professional experience
1
Certification
Work History
Patelco Credit Union (800 Employees, 38 Branches)Dublin, CA
Controller, Vice President, CPA
06.2021 - Current
Job overview
- Head of accounting and financial reporting reporting directly to CFO. Manage external and internal audits, regulatory exams and board reporting for credit union totaling $8 billion in assets and report directly to the CFO.
- Lead operational accounting team for lending, accounts payable, funding, disbursements and payroll.
- Work with technology and business teams to implement new personal loan product with Upstart Fintech, creating new accounting and funding process.
- Build out of technical accounting policy for emerging accounting, consumer and commercial loans, loan classification, mortgage servicing rights, troubled debt restructurings, loan origination costs under ASC 310, leases ASC 842, Revenue Recognition ASC 606 and equity investments ASC 320.
- Performed assessment of accounting processes and organization and identified significant needs for improvement by risk ranking.
- Developed multi year plan for significant transformation and build out of new accounting processes and internal controls program implementation with regular updates to CEO, CFO and Board of Directors.
- Implemented new product review process to support accounting conclusions.
- Lead CECL ASC 326 implementation.
- Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
- Implementing entire build out of COSO controls framework end-to-end.
Wells Fargo & CompanySan Francisco, CA
Business Risk & Controls Officer
05.2019 - 06.2021
Job overview
- First line of defense for Corporate Functions, with focus on on restricted stock awards administration, executive compensation and strategy and initiatives totaling $3 billion in expense.
- Partner with business groups on internal control and regulatory issue remediation.
- Responsible for issue management, tracking progress of corrective actions and delivering updates to senior management. Draft materials for senior leadership reviews and reporting. On time issue management and successful validation of corrective actions.
- Drive risk mitigation programs focused on corporate behavior and directives from senior leadership.
- Evaluate new policies and compliance program requirements for its impact to business and develop new processes and controls.
- Lead business process and risk control self-assessments for corporate functions.
- Present risk findings, regulatory, compliance and fraud risk topics to senior leaders.
- Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns
Wells Fargo & CompanySan Francisco, CA
Enterprise Functions - Controller
08.2013 - 05.2019
Job overview
- Led team of eight accountants responsible for SEC reporting and operational accounting related to enterprise functions with focus on equity stock under ASC 718 totaling over $200M in grants annually, payroll for 260,000 employees, ASC 715 compensation and other corporate functions such as brand advertising capitalization in Marketing and minority interest in start-ups backed by Wells Fargo investment.
- Responsible for preparing SEC filings and regulatory reporting for enterprise functions, including $3 billion deferred compensation hedges subject to Volcker, stock administration equity program.
- Created and rolled-out new enterprise wide corporate allocation process for legal entities, including FINRA broker dealer, monthly monitoring and reporting.
- Achieved efficiencies and cost savings of corporate functions accounting and reporting, resulting in savings of two employees.
- Assisted KPMG with year-end financial audits. History of no audit issues.
- Responsible for coordinating PCAOB audits and ensuring compliance with PCAOB standards.
- Partner with centralized SOX/COSO team to identify controls, testing and remediate SOX deficiencies.
Wells Fargo Bank, N.A.San Francisco, CA
Controller, International Services-CIB
12.2006 - 08.2013
Job overview
- Responsible for operational accounting and external financial reporting for International Services multi-currency commercial loans, deposits and foreign exchange hedging for $55 billion in assets.
- Led team performing monthly journal entries, inter-company eliminations, reconciliations and account analysis.
- Oversight of adherence to accounting policy and SEC disclosures for foreign exchange derivatives and hedges, variable interest entities in EMEA and international commercial lending.
- Led multi year project to integrate international financial products from bank acquisition to Wells Fargo general ledger system and accounting policies, resulting in faster monthly accounting close by two days.
- Created entire SOX/COSO program for international locations.
- Partner with product teams to evaluate accounting for new products.
- Execute accounting for new accounting policies or new pronouncements, partnering with Corporate Accounting Policy on interpretation.
- Document accounting business requirements for international technology roadmap and work with product groups, back office, front office, technology and project managers.
- Discuss financial results and control deficiencies group finance officer and business head executive.
Ernst & YoungSan Francisco, CA
Senior Auditor
03.2000 - 07.2005
Job overview
- Led financial statement audits of large sized hospital systems, healthcare, financial services and manufacturing companies.
- Prepared external financial statements and footnotes ensuring compliance with generally accepted accounting principles.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Developed and implemented corrective actions to bring business areas in line with standards.
- Reviewed testing of controls, workpapers, reports and supporting documentation for audit findings.
- Led consulting project for major financial institution to improve and streamline its global inter-company eliminations and consolidation.
Education
Central Washington UniversityEllensburg, WA
Bachelor of Science from Accounting
University Overview
Skills
- End-to-end COSO/SOX Internal controls design and documentation
- Optimize month-end close process
- Accounting implementations and policy
- Strategic business partner with finance, technology and business groups
- Issue Management, Root Cause and Remediation
- SEC Reporting
Volunteer Experience
Volunteer Experience
- Bay Area Co-Chair Wells Fargo Community Support - Corporate Accounting and Finance - event planning and fund raising
- High School Career Fair Booth - Mountain View, CA - introduce students to careers in risk and accounting
Certification
- CPA - State of California (Active)
Websites
Timeline
Controller, Vice President, CPA
Patelco Credit Union (800 Employees, 38 Branches)
06.2021 - Current
Business Risk & Controls Officer
Wells Fargo & Company
05.2019 - 06.2021
Enterprise Functions - Controller
Wells Fargo & Company
08.2013 - 05.2019
Controller, International Services-CIB
Wells Fargo Bank, N.A.
12.2006 - 08.2013
Senior Auditor
Ernst & Young
03.2000 - 07.2005
Central Washington University
Bachelor of Science from Accounting
- CPA - State of California (Active)
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