
Timeline
About me
Fund Accounting Manager at SS&C | Ex-Goldman Sachs Controller
Education

University of north texas
2013 - 2015Master's degree accounting and business/management
University of north texas
2008 - 2012Bachelor's degree accounting 3.8Activities and Societies: President, Chinese Students and Scholars Association at UNT; Vice President, Ascend UNT Student Chapter; Peer Mentor, UNT International
Experience

Mckesson
Jun 2011 - Sept 2015* Monitor the intercompany activities between different business units under McKesson and perform analytics* Resolved issues related to historical intercompany transactions and generic drug returns * Improved the reconciliation process for the intercompany clear accounts for easier risk identification* Successfully implemented the Intercompany daily clearing automation* Streamlined the NorthStar generic product return process* Involve in various intercompany and NorthStar accounting process improvement projects* Administrate SharePoint Pharma and General Accounting Portals Show less * Analyzed and highlighted findings and risks from the monthly general ledger reconciliation processes * Conducted monthly executive summary meetings with the controllers of US Pharma and Specialty Health to address the high dollar aged items and risks* Administrated Reconciliation and Close Tracker (CART) and oversee the workflow of the close and reconciliation tasks to ensure timely completion and proper approval* Conducted risk assignments for areas within U.S. Pharma General Accounting* Successfully converted US Oncology close/reconciliation and approval process into CART* Worked with internal and external testers/auditors on audit requests * Conducted a SOX Cross Function Testing on Capital Projects with the Risk Control Group* Maintained General Accounting desk top procedures Show less
Sr. Accountant - Intercompany and NorthStar Accounting
Jun 2013 - Sept 2015Staff Accountant - Risk and Compliance
Jun 2011 - Jun 2013

Santander consumer usa
Sept 2015 - Jun 2018Team lead / sr. accountant - international reporting
Goldman sachs
Jun 2018 - Jun 2024Vice President - AWM Private Product Control
Jul 2023 - Jun 2024Vice President - Legal Entity Controller
Dec 2021 - Jul 2023Associate - Investment Accounting
Jun 2018 - Dec 2021

Ss&c globeop
Jun 2024 - nowFund accounting manager
Licenses & Certifications

Certified public accountant
Texas state board of public accountancyJun 2017
Languages
- enEnglish
- chChinese
Recommendations

Heru triyono
Senior Manager at PT. Bank MandiriJakarta, Jakarta, Indonesia
Jon nuñez gonzalez
Gestor Comercial en BBVABerango, País Vasco / Euskadi, España
Shekinah kimanzi
Nairobi County, Kenya
Srikumar etta
DWBI | Big Data | Cloud Data Analytics | GenAI Services at IBM ConsultingEdison, New Jersey, United States
Geo sunny
Respiratory therapistHyderabad, Telangana, India
Sudhanshu mathur
if you wanna grow BIG - DATA will help you 😋Greater Jaipur Area
William forato alonso
Supervisor de vendas na Dismax DistribuidoraSanto André, São Paulo, Brazil
Aditya kumar
Master's student at Georgia Institute of Technology. Ex-AllstateAtlanta, Georgia, United States
Nikhil nivedan vatsa
Assistant Manager at Jindal Steel and Power BarbilJamshedpur, Jharkhand, India
Anirudh mantha
Specialist Master || Associate consultant || Certified Microsoft Azure Solution Architect || Certifi...Irving, Texas, United States
Sarah painter
Composites Manufacturing Engineer | Certified Project Management Professional | Aerospace & AviationAsheville, North Carolina, United States
Poornima rangasamy
Technology Analyst - InfosysGreater Chennai Area
Muhamad amir ikhwan muhd shukri
Cardiovascular Technologist at Institut Jantung Negara MalaysiaKuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Lasya nandyala
CE @ PurduePalatine, Illinois, United States
Alan tay, pmp
Cyber Security Project Manager at NCS GroupSingapore
Avani p.
Aspiring Pharmacovigilance ProfessionalGreater Toronto Area, Canada
Alan burga
Ingeniero Industrial | PMP | MBA | Especialista en procesos | Desarrollo de planes de negocio | Prog...Peru
조인범
IT Auditor at AXA KoreaSouth Korea
Kagiso sakarea
Associate Director at Herbco Technical Services | Sustainability Practitioner | SEAPBotswana
Ronald myles
Entrepreneur & Operations Strategist | Expert in Federal Regulations & Training Development | Drivin...Greater Cleveland
...