Summary
Overview
Work History
Education
Skills
Timeline
PROFESSIONAL DEVELOPMENT & ACCOMPLISHMENTS
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JENNIFER WONG

Summary

Results-driven financial institution executive with experience in strategic leadership and operational excellence. Proven track record in optimizing processes and fostering team collaboration. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.

Overview

27
27
years of professional experience

Work History

VP, Assistant Controller

First Foundation Bank
04.2021 - Current
  • Company Overview: $12 billion bank in Irvine, CA
  • Effectively lead a staff of seven by coaching, developing, communicating, delegating, and holding staff accountable
  • Facilitate month-end tasks to ensure a soft close in four business days
  • Assist in the development and implementation of business policies and desktop procedures
  • Collect and provide information for audit inquires
  • Review and ensure timely submission of all tax filings, escheatment and B Notice inquiries
  • Facilitate department meetings to assess progress on strategic plans and adjust priorities accordingly; Ensure staff participates in mandatory quarterly disaster tabletop training
  • Maintain the Accounting department's business continuity plan
  • Support CAO/Deputy CFO with special projects – two acquisitions in the past 8 years

Accounting Manager

First Foundation Bank
05.2017 - 03.2021
  • Manage the daily activities of the accounting department review daily certifications for correspondent banks, journal entries and accounts payable.
  • Review monthly certifications
  • Work with staff to automate job functions and increase efficiencies
  • Team player in helping to complete quarterly call report and Y-9
  • Review corporate credit card coding and employee expense reimbursements
  • Ensure auxiliary service invoices are accurate and receivables posted
  • Oversee department's record retention


Senior Accountant

SchoolsFirst Federal Credit Union
01.2014 - 04.2017
  • Company Overview: $34 billion credit union in Santa Ana, CA
  • Help prepare monthly and annual GAAP financial statements
  • Review, analyze, and reconcile general ledger accounts
  • Team player in completing monthly key performance indicator statistics, quarterly NCUA 5300 call report, and semi-annual Raddon report
  • Process and balance cashier's check and money order stop payments; retain list of items that need to be escheated to the state annually
  • Support and provide coverage for operation functions within the accounting department when needed; knowledge in branch balancing, wire, credit card, loan participation, Federal Reserve balancing, and cash order areas


Accounting Manager

Nikkei Credit Union
08.2009 - 12.2013
  • Company Overview: $91 million credit union in Gardena CA
  • Oversee activities of the Accounting Department to ensure the accurate and timely dissemination of financial management reports and information
  • Coordinate month-end and year-end closing processes and review reports for accuracy and reasonableness
  • Assist in the completion of Board, Supervisory, and Asset Liability Committee packages
  • Prepare regulatory reports, as well as, state and federal taxes
  • Conduct due diligence and provide recommendations for investments to maximize return
  • Implement new procedures and streamline current processes to improve efficiency
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls
  • Maintain accounting controls by reviewing chart of accounts and credit union policies and procedures
  • Help prepare annual budget, analyzing variances and initiating corrective actions
  • Assist in the strategic planning and development of new products and services such as payday loans, credit cards, courtesy overdraft, and mobile banking

Accounting Supervisor

Nikkei Credit Union
08.2006 - 07.2009
  • Supervise ACH, share draft, bill pay and debit card processes
  • Manage daily and monthly maintenance of the credit union's general ledger
  • Oversee operation and maintenance of fixed asset and accounts payable modules

Staff Accountant

Nikkei Credit Union
02.2005 - 07.2006
  • Reconcile and analyze general ledger accounts including loan, deposit, cash, prepaid, fixed assets, and accrued liabilities
  • Develop and implement accounting procedures by analyzing current procedures and recommending change

Member Service Representative

Nikkei Credit Union
04.2004 - 01.2005
  • Perform basic teller duties, open accounts, and cross sell all products and services
  • Process and fund consumer and home equity loans

Receptionist

Yoshinoya West, Inc.
08.2003 - 04.2004
  • Company Overview: Corporate headquarters of fast food chain in Torrance CA
  • Manage front desk and reception area in an organized fashion
  • Greet visitors, respond to telephone and in-person requests, and distribute incoming mail in a timely manner
  • Maintain business licenses for all beef bowl restaurant locations
  • Dictate concise customer statements to the insurance company
  • Support executives and handle extra projects as needed

Hostess and Server

China Grill
07.1998 - 07.2003
  • Company Overview: Contemporary Asian Fusion bistro in Manhattan Beach CA
  • Juggle multiple tasks while delivering friendly and professional customer service in a fast-paced environment
  • Maintain knowledge of menu items, including ingredients and preparation methods
  • Appropriately suggest additional items to customers to increase restaurant sales
  • Accurately total and collect monetary and credit/debit card payments from guests using the point-of-sale system
  • Skillfully mitigate customer complaints with excellent interpersonal and communication skills

Education

Professional Development - Honors

Western CUNA Management School
07.2009

Master of Business Administration - Finance

California State University, Fullerton
05.2007

Bachelor of Arts - Economics

University of California, Irvine
Irvine, CA
06.2002

Skills

  • Team Leadership
  • Reconciliations
  • Financial Reporting
  • Budget Preparation
  • Problem Solving and Decision Making
  • Regulatory Reporting and Tax Preparation

Timeline

VP, Assistant Controller

First Foundation Bank
04.2021 - Current

Accounting Manager

First Foundation Bank
05.2017 - 03.2021

Senior Accountant

SchoolsFirst Federal Credit Union
01.2014 - 04.2017

Accounting Manager

Nikkei Credit Union
08.2009 - 12.2013

Accounting Supervisor

Nikkei Credit Union
08.2006 - 07.2009

Staff Accountant

Nikkei Credit Union
02.2005 - 07.2006

Member Service Representative

Nikkei Credit Union
04.2004 - 01.2005

Receptionist

Yoshinoya West, Inc.
08.2003 - 04.2004

Hostess and Server

China Grill
07.1998 - 07.2003

Master of Business Administration - Finance

California State University, Fullerton

Bachelor of Arts - Economics

University of California, Irvine

Professional Development - Honors

Western CUNA Management School

PROFESSIONAL DEVELOPMENT & ACCOMPLISHMENTS

  • SchoolsFirst FCU Dream Team Conference Award Recipient 2017
  • CA CU League Beach Cities Chapter Board of Governor 2009 - 2013

         Positions Held: Secretary, Education Chair, Treasurer

  • Southern California Credit Union Alliance Young Leader 2011 - 2013
  • California Credit Union League Tomorrow's Star Award Recipient 2012

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JENNIFER WONG