Summary
Overview
Work History
Education
Skills
Timeline
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Patrick Wong

Brooklyn

Summary

Experienced accounting senior manager with over 16 years in a public and private background encompassing accounting and advisory engagements as an Ernst & Young (EY) senior manager, financial statement audits as an EY manager, and financial reporting as part of Citigroup’s SEC Reporting team.

Overview

17
17
years of professional experience

Work History

Senior Manager

Ernst & Young
09.2019 - Current
  • Manages multi-year engagement supporting the accounting, reporting, and disclosure processes of U.S Mortgage-backed securities guarantor. The team directly reports to the CFO and also supports ad-hoc financial analyses for strategic initiatives and collaboration with the business, risk management, and other key functions.
  • Assisted multiple financial institutions with the implementation of CECL (ASU No. 2016-13), including assessing impact on accounting policies and business processes, identifying gaps between current state and future state requirements, drafting business requirements, and development of an implementation roadmap.
  • Assisted financial institutions with their ESG program by conducting materiality assessments and peer benchmarking to enhance corporate ESG strategy, mitigate risks and identify business opportunities, and draft implementation roadmaps. Also supported their voluntary and regulatory ESG reporting needs, which includes performing gap assessments and drafting standalone ESG reports and ESG disclosures within the Annual Report.

Vice President

Citigroup
05.2014 - 09.2019
  • Prepared and reviewed Statement of Comprehensive Income, Statement and Consolidated Balance Sheet, Changes in Stockholder’s Equity and notes to the Consolidated financial statements including Fair Value Measurement, Investments and Other-Than-Temporary Impairment, Changes in Accumulated Other Comprehensive Income, and Condensed Consolidated Financial Statements as part of Citigroup’s 10Q/10K filings.
  • Prepared and reviewed financial information disclosed in the Financial Supplement, Investor Relations Decks, and CEO/CFO opening remarks for Citigroup’s Quarterly and Annual Earnings Releases.
  • Collaborated with Accounting Policy to develop and execute work streams that assess impact of and implement future application of Accounting Standards or change in reporting requirements, such as CECL implementation.
  • Assisted and coordinated with Business Units and Product Control in order to comply with quality and edit checks that ensure completeness and accuracy of Financial Statements and Footnote Disclosures.

Audit Manager

Ernst & Young
08.2007 - 05.2014
  • Managed audit of a $100 billion New York Branch of a French investment bank under IFRS reporting. Primary areas of focus included the allowance for loan loss and valuation of the credit default swap, interest rate swap, and corporate bond portfolio. Responsibilities included global coordination with Primary Team in Paris.
  • Managed US GAAP audits of the clearing broker dealer of the French investment bank as well as the introducing broker dealer of a national Australian bank. Primary areas of focus included testing of underwriting fees and FOCUS regulatory reporting.
  • Managed IFRS audit of a management company, which provides back office services to hedge funds. Experience includes a first year conversion to IFRS.

Education

MBA, Management -

Binghamton University, State University of New York
08.2010

Bachelor of Science, Accounting -

Binghamton University, State University of New York
05.2007

Skills

  • Advanced proficiency with Microsoft Word, Excel, PowerPoint
  • Critical thinking, problem solving, oral and written communication, leadership
  • Cross-Functional Collaboration
  • Team Leadership and Development

Timeline

Senior Manager

Ernst & Young
09.2019 - Current

Vice President

Citigroup
05.2014 - 09.2019

Audit Manager

Ernst & Young
08.2007 - 05.2014

MBA, Management -

Binghamton University, State University of New York

Bachelor of Science, Accounting -

Binghamton University, State University of New York

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