Anila Tai Email & Phone Number

New York, New York

Anila Tai offers her clients a unique combination of diverse experience and professionalism leveraging over 20 years of experience in accounting, audit, and finance. She is a thought leader on how to set up accounting systems to scale with the growth of a company. Anila started her career at Ernst & Young, LLP in Los Angeles and has also worked at PriceWaterhouseCoopers, LLP, Morgan Keegan and ING U.S. In addition to accounting and audit, she has experience in investment banking where she helped startups build their valuation models and obtain early stage funding. Most recently Anila led the IPO effort at ING U.S., now known as Voya Financial, which debut with a market capitalization of $5 billion. She has vast experience with companies at all different stages of funding and finds each transition an opportunity to not only develop value for the company but also for the people working around her. After working in large and small firms, she began her private practice in March of 2015, specializing in small and growing businesses, and providing personal attention to specific client needs.Anila holds a Master of Accountancy from University of Southern California and a Bachelor of Science Degree from University of California, Riverside from which she graduated Magna Cum Laude. She is a Certified Public Accountant in Virginia and currently resides in Battery Park City in Manhattan, New York. To learn more about the services we offer please contact us at anila@batteryconsulting.co. http://www.batteryconsulting.co/

New York, New York, United States

Leveraged 10+ years of Finance industry experience across audit, financial control and investment banking to help advance ING’s IPO readiness effort. Actively contributed to thought leadership within the corporate controller’s team to provide a strategic view of INGs financial strength to the IPO team, and manage a team to drive a cross-functional process to accomplish critical IPO deadlines. Specifically: Led creation of first ING U.S. MD&A. Effort involved 9 months of effort aligning different business units and enterprise-wide perspectives and needs, creating and driving new analyses of peer disclosures and SEC guidance, and managing and integrating external advisory feedback.Architected a new and sustainable process for reporting the results of operations section in the MD&A. Managed a series of high profile debt and equity filing and led response on SEC comment letters.Drove a series of process improvements within the Controllers group to improve effectiveness and reduce cost; reorganized external auditors workflow to reduce approximate cycle time for comfort letter from 45 days to 10 days; reduced costs of external contractors by an average of $400/hr. to $85/hr. over 1 year period without compromising accuracy and continuing to meet aggressive delivery schedules. Led the creation of the inaugural financial statements of captive reinsurers.

Washington D.C. Metro Area

Responsible for leading large teams across Fortune 500 finance organizations to lead audits; client development; present and discuss findings with senior clients; Evaluated the readiness of Sarbanes compliance for a public company in the financial services sector with a market cap of over $50B. Worked on the restatement of financial statements for a Company in the financial services sector with a market cap in excess of $150B.

Participated in placement of private equity, M&A and public transactions. Performed financial analysis, prepared client and internal presentations and researched financing sources for private placements. Prepared detailed analysis including discounted cash flows, dilution model, merger model and IPO models for various transactions. Developed internal presentations for the Morgan Keegan Investment Funds to invest $500k to $5MM.

Y2K readiness, peoplesoft implementation

Master'S Degree, Accounting And Finance

Bachelor Of Science (B.S.), Business Administration, Management And Operations

Graduated early placing out of >1 year of coursework. Dean's list all quarters. Magna Cum Laude. Studies Business Administration. Course.