Tina Wong

• Ensured integrity of general ledger accounts through regular reconciliations, adjustments, and detailed documentation.
• Streamlined month/quarterly, annual -end closing procedures, reducing time spent on manual tasks and increasing efficiency.
• Facilitated cross-functional collaboration by partnering with other departments on special projects aimed at improving overall company performance.
• Mentored junior team members in accounting best practices, fostering a positive work environment and professional development opportunities.
• Oversaw the preparation and review of financial statements, including balance sheets, income statements, and cash flow statements, in accordance with GAAP and other regulatory requirements.
• Calculated and analyzed business unit profitability, providing actionable insights for senior management on fund performance and strategic decision-making.
  
• Developed and managed the organizational operating budget, aligning financial goals with operational performance and providing variance analysis.
  
• Prepared detailed cash flow projections and forecasts to support liquidity management and investment strategies.
  Assisted in managing audit processes and liaised with external auditors to ensure timely completion of audits and tax filings.
  
• Worked closely with fund managers and senior leadership to enhance financial reporting processes, streamline operations, and improve internal controls.
  

• Maintained accuracy in calculating figures and amounts.
• Conducted in-depth market research to inform pricing strategies and competitive positioning within the industry.
• Negotiated favorable contract terms with vendors, resulting in cost savings without compromising quality or service levels.
• Delivered accurate and timely financial reports to senior management, facilitating informed decision-making processes.
• Managed daily accounting operations, including accounts payable and accounts receivable, ensuring timely and accurate processing of transactions.
• Monitored and assessed the company’s financial status, providing insights and recommendations to senior management for better decision-making.
• Prepared financial documents such as business reports, financial forecasts, and statements to track and evaluate the financial health of the business.
• Developed, implemented, and maintained financial controls and guidelines to ensure efficiency, accuracy, and adherence to internal policies.
• Ensured compliance with state and federal regulatory requirements and professional standards, minimizing risk and maintaining audit readiness.
• Collaborated with leadership to create financial strategies that aligned with business goals, contributing to scalable growth and profitability.
• Implemented cost-saving initiatives and financial process improvements that enhanced operational efficiency and reduced expenses.
• Led the preparation and review of monthly, quarterly, and annual financial reports, providing clear financial insights to stakeholders.
• Automated KPIs in Saas Tools for Management and Investors.
• Assist in developing the account health of client success management
• Aid in building new waterfall models for Revenue under ASC 606
• Accounting for small to mid-size clients Series A to C.
• Managed full cycle accounting close and month end procedures for reporting.
• Analyzed AR and Revenue capitalization models and worked with clients on relationships to manage AR process from client relationships to churn following up on aging clients.
• Reviewed Revenue reports and working closely with Executives to manage MRR reports and Investor reports for expected Sales and Close Won cycles throughout the year.
• AP process, management of contracts with vendors.
• Vendor reconciliations, manage integrations with credit cards for client for the month end close.
• Process monthly payroll journals and review employee time.
• Review Internal Controls and best practices each month for clients.

• Managed client relationships to ensure continued satisfaction and retention.
• Developed strategies for enhancing team productivity and collaboration.
• Analyzed financial data to support strategic decision-making.
• Coordinated projects, meeting deadlines and maintaining quality standards.
• Filled for Manager while she was on international leave.
• Supported clients on monthly tasks, month end close, quarterly reports and annual year end reporting for Sequoia Capital portfolio client’s early stages A to late C sized companies.
• IPO readiness preparation of clients in reporting and financial package preparation for VC investors and PE investors.

• Managed financial reporting to ensure accuracy and compliance with regulations.
• Enhanced budgeting processes by analyzing financial data and identifying cost-saving opportunities.
• Improved financial performance with strategic planning and forecasting.
• Developed financial policies, ensuring alignment with organizational goals and objectives.
• Supported the Finance CFO, VP in Finance through fundraising during the interim of a new VP Finance.
• Prepared footnotes at quarterly close of financial statements for board.
• Reviewed Senior Accountants and Management reports for month end and quarter end closes.

• Prepared balance sheets, cash flow reports and income statements.
• Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
• Reduced month-end closing time by optimizing reconciliation procedures and improving collaboration between departments.
• Ensured compliance with tax regulations by managing the timely preparation and filing of all required returns.
• Provided insightful financial analysis to support executive team in making informed business decisions.
• Increased cash flow by diligently managing accounts receivable and implementing effective collection strategies.
• Ensured timely financial statement preparation, allowing for better decision-making and strategic planning.
• Enhanced financial reporting accuracy by streamlining accounting processes and implementing internal controls.
• Optimized working capital management by reviewing inventory levels, payment terms, and cash conversion cycles.
• Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
• Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
• Led cross-functional teams in the implementation of new accounting software, improving overall efficiency within the finance department.
• Accurately completed financial statement audits and thoroughly reviewed results.
• Prepared detailed variance analyses on a monthly basis, enabling more effective tracking of actuals versus forecasted figures.
• Collaborated with other functional areas to develop integrated solutions for complex business challenges related to finance operations.
• Established robust internal control framework, minimizing the risk of fraud and ensuring compliance with regulations.
• Supported CFO for month end, quarter end and year end reporting closes.
• Managed budget to actual analysis each month end and reported to the Head of Finance CFO.
• Cut down the closing from 30 days to 7 days in preparation for a series of fundraising and cleaning up financials.
• Worked with the Sales and Customer success execs with the BDRS and commission reporting.
• Prepared churn analysis for executive meetings for Customer Engagement departments for customers that would cancel and void contracts. Onboarded staff in new hiring cycles and trends of business fundraising.
• Collaborated with the executive team to manage bookings and ACV.
• Managed Salesforce and Customer Success analytics closely to better manage customer engagement.

• Assisted in budget preparation and management, ensuring alignment with company goals and objectives.
• Managed fixed assets accounting process, including asset additions, disposals, transfers, depreciation calculations, and reconciliations.
• Optimized cash flow management by closely monitoring accounts receivable and payable activities.
• Enhanced profitability through comprehensive reviews of product pricing strategies and cost structures.
• Collaborated with IT teams to implement system enhancements that improved data accuracy and availability for financial reporting purposes.
• Improved financial reporting accuracy by streamlining the month-end close process and implementing new accounting procedures.
• Implemented improvements to the financial systems infrastructure, enhancing data integrity and reporting capabilities.
• Assisted in developing long-term financial projections to guide corporate decision-making efforts around investments, acquisitions, or divestitures.
• Collaborated with cross-functional teams for accurate revenue forecasting and expense tracking.
• Implemented a streamlined invoice approval system that improved vendor payment timeliness while maintaining strong internal controls.
• Worked closely with operations teams to improve inventory management practices, resulting in reduced carrying costs without impacting service levels or customer satisfaction.
• Provided support during annual budgeting cycles by preparing detailed variance analyses and explanations for senior leadership review.
• Conducted financial analysis to identify cost savings opportunities and drive business growth.
• Supported external audit processes with timely delivery of requested documentation and schedules.
• Prepared balance sheets, cash flow reports and income statements.
• Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
• Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Supported DC and London headquarters on preparing financials and month end, quarter end, and annual reporting.
• Managed Budget variations meetings each month versus targets. Full cycle accounting, AR, AP, Prepaids, Accruals, Sales reports and more.
• Maintained protocol for major AP runs over 800K weekly. Helped implement SAP and installed new protocols for the best practices for AP cycle.
• Tracked sales and AR for the month from concierge deals and hotel contracts managed their commission reports.
• Responsible for all HR hiring cycles over peak seasons and updating employees on open enrollment on benefits.

• Developed customized solutions tailored specifically to individual client needs, leading to an increase in repeat business engagements.
• Increased client base by developing and implementing effective business development strategies.
• Negotiated favorable contract terms with vendors and suppliers, reducing operational costs significantly for the organization.
• Negotiated, prepared, and signed contracts with clients.

· Built partnerships in developing Personal Injury intakes for different demographics for the Arnold Laub and Laub Law attorneys.

• Developed on-going relationships with various San Francisco organizations for the Asian, Hispanic and Latino communities.
• Managed Fundraising efforts for the Law Firm and oversaw events during major campaign years and changes within the government.
• Managed strategic partnerships with variety of San Francisco organizations and communities to further expand the Laub team practices and intakes.
• Worked closely with Director of Marketing and Advertising to focus on sales and inbound intake stats for conversion to cases.

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Conducted thorough audits to ensure compliance with financial regulations and standards for pre-IPO private to Public companies
• Developed audit plans and schedules for optimizing resource allocation and efficiency.
• Enhanced audit quality with comprehensive risk assessments and detailed findings.
• Identified control weaknesses, providing actionable recommendations to management for improvement.
• Mitigated financial risks by reviewing internal controls and suggesting enhancements.
• Assessed compliance with company policies, identifying discrepancies and reporting findings.
• Collaborated with cross-functional teams to streamline audit processes and improve outcomes.
• Reduced financial discrepancies, analyzing and evaluating financial statements meticulously.
• Improved accuracy of financial reports by implementing rigorous audit procedures.
• Strengthened compliance framework by designing and implementing robust audit methodologies.
• Developed and implemented corrective actions to bring business areas in line with standards.
• Assisted clients in navigating complex regulatory environments, ensuring compliance with applicable standards and guidelines.
• Completed audit papers by thoroughly documenting audit tests and findings.
• Testing internal controls, benchmarking, worked on large private to public IPOs,
• Sox readiness testing,
• 404 Sarbanes Oxley testing
• Full cycle audits
• Managed teams and clients on audits and pre-ipo controls testing and walkthroughs