Sara Chou
Union City,NJ
Summary
With 18 years of experience in Hedge Fund industry, I am a seasoned Operations Manager with a strong background in bookkeeping.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
19
19
years of professional experience
Work History
Operations Manager
Cedar Cove Capital, LLC
01.2010 - 12.2023
- Improved operational efficiency by streamlining processes and implementing cost-saving measures.
- Reduced turnaround time for project completion through effective resource allocation and team management.
- Enhanced Investor satisfaction by establishing clear communication channels and addressing concerns promptly.
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Developed strong relationships with vendors, resulting in better pricing and improved service quality.
- Handled HR responsibilities.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Negotiated contracts with vendors and suppliers to obtain best pricing and terms.
- Trained new employees/ Interns on proper protocols.
- Assisted in recruiting, hiring and training of team members.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Managed Company bookkeeping
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Assisted with CFO on accounting duties.
- Managed 28E/ Soft Dollars.
- Managed trade tax lots along with wash sale numbers
Accounting Manager
Galleon Management, LP
01.2005 - 12.2009
- Enhanced financial accuracy by implementing streamlined accounting processes and procedures.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Ensured compliance with tax regulations by preparing accurate federal, state, and local tax filings on time.
- Implemented efficient budgeting processes to forecast expenses and monitor actual performance against projections.
- Collaborated cross-functionally to develop departmental budgets for optimal resource allocation and cost control.
- Optimized cash flow management through careful analysis of accounts receivable, accounts payable, inventory levels, and working capital requirements.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Coordinated efforts between the accounting team and other departments to ensure accuracy in interdepartmental transactions recording and proper cost allocation.
- Assisted executive management in making informed business decisions with accurate ad-hoc financial analysis as needed.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Managed banking reconciliations and monthly balance sheet statements.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Completed semi-monthly payroll for company employees.
- Generated monthly and quarterly financial statements for executive review.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Created and maintained financial databases for data entry, tracking and reporting.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Supported financial director with special projects and additional job duties.
- Assisted with HR/ Legal / Compliance/ Investor Relations teams on various projects.
- Analyzed business processes to identify cost savings and operational efficiencies.
Education
Bachelor of Science - Finance
New Jersey City University
Jersey City, NJ06.2004
Skills
- Performance Reporting
- Finance Background
- P&L Management
- Cost Reduction
- Expense Reports
- Invoice Processing
- Contract Management
- Document Control
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Operations Manager
Cedar Cove Capital, LLC
01.2010 - 12.2023
Accounting Manager
Galleon Management, LP
01.2005 - 12.2009
Bachelor of Science - Finance
New Jersey City University
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