Jennifer Huang

• Managed global Client Advisory Services team of 85
• Ensured monthly financial reporting was delivered timely and accurately
• Liaise with Aprio Partners and acted as Trusted Advisors in ensuring clients are aligned with best services for their needs
• Established communication protocol within team to solidify cultural acceptance across global team
• Fostered continuous development atmosphere amongst team with regular feedback sessions and opportunities for professional and personal growth.

Key Accomplishments:

• Improved cost efficiency by implementing back office team in Philippines to manage transactional work allowing US team to focus on client advisory services and business development
• Created business process efficiencies by reviewing and modifying processes and policies
• Move company forward by setting and executing OKRs that align with company’s overall mission
• Implemented new accounting software, improving data accuracy and reducing manual input errors while increasing overall productivity

• Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
• Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
• Worked closely with organizational leadership and board of directors to guide operational strategy.
• Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
• Facilitated cross-functional collaboration for improved decision-making processes within the organization.

Key Accomplishments:

• Led recruiting, hiring and training of new team members
• Mentored team members and provided support with demanding client base seeking high productivity and performance metrics.
• Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.

• Responsible for all daily accounting functions including on time, accurate financial reporting of the balance sheet, income statement, budget versus actual report, variance report, and general ledger, budgeting, capital calls, recording and reconciling accounts, and any ad hoc projects
• Prepared quarterly reporting, and distributed reports accordingly
• Met with auditors to ensure all financial records are in compliance with GAAP
• Managed all activity with Portfolio Companies, including processing wires, reviewing reports, and correspondence
• Collaborated with tax preparers to prepare tax returns for the Management Company as well as for The Fund
• Assisted start-up companies in setting up their Accounting Systems, creating the Chart of Accounts, and working with upper managements to set policy

Key Accomplishments:

• Transitioned TomorrowVentures from the family office (Hillspire) to be a stand alone entity
• Oversaw physical relocation
• Established independent policies and procedures, including innauguaral Employee Manual
• Converted Quickbooks accounting software over to Xero; simultaneously kept duplicate books and analyzed for differences in reporting before full implementation completed

• Managed daily accounting for corporate entity as well as six other entities including the Nantucket office, a venture capital arm and four marine entities which included an entity set up to build a yacht
• Responsible for monthly reporting for seven entities that were distributed in a Portfolio Report to the Owner
• Proposed annual budgets and received approvals from the Owners
• Prepared balance sheets, cash flow reports and income statements.

Key Accomplishments:

• Cross trained staff on accounting functions, helping them learn and grow, as well as making the department more efficient
• Worked with tax team to record K-1s and reconcile accounts for tax returns.