Winnie Qiu, Cpa's Location
United States, United States
Winnie Qiu, Cpa's Contact Details
Winnie Qiu, Cpa work email
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Winnie Qiu, Cpa personal email
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About Winnie Qiu, Cpa
Winnie Qiu, Cpa is a Product and Data at TPG. She possess expertise in financial advisory, sec, international business, consulting, windows server and 118 more skills.
Winnie Qiu, Cpa Work Experience Details
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Product And DataTpgUnited States -
Product & DataTpg Angelo Gordon Nov 2021 - PresentNew York, Ny, Us• Manage real estate platforms and data for deal tracking, asset management, projections, valuations, reporting, etc. -
Business Solutions AnalystClarion Partners Llc Oct 2018 - Nov 2021New York, Ny, Us• Manage and support the Investment Performance Management system that aggregates data to calculate firm, portfolio and property level returns, and provide reporting for Assets under Management (AUM)• Manage and provide leasing, occupancy and financial data for the asset management team• Identify opportunities for product improvement, efficiency and standardization, present and drive process improvements• Understand the investment management industry buy-side structure; familiar with the processes and software tools of the cross-functional teams, including acquisitions team, portfolio management, asset management, portfolio accountants and investment performance reporting team• Lead the centralized data warehouse project and analyze involved stakeholders, systems and workflows• Experience and exposure to real estate, alternative investment, portfolio accounting, returns calculations, waterfall analysis, etc. -
Product Manager / Business Analyst / Audit InnovationDeloitte Sep 2014 - Oct 2018Worldwide, Oo• Develop and support innovative technologies (e.g., optical character recognition, machine learning, natural language processing) to advance audit practice• Participate in deploying application solutions to implement data analytics, text analytics, data visualization and business intelligence • Partner collaboratively with developers and DevOps team to support the Agile scrum process• Manage product roadmaps, scope and timelines for systems development life cycle (SDLC); collect business requirements and define the user stories and the acceptance criteria• Prepare test cases and scripts and coordinate various quality assurance (QA) projects for multiple releases including data integrity testing, user acceptance testing (UAT), regression testing, new feature testing, creative testing, etc.• Gather internal and external feedback to support the prioritization of product solutions, enhancements, and new features• Work with the risk control team to ensure the process and procedures are compliance with the firm policies• Create product learning materials including tutorials, Quick Reference Guide, FAQs, etc.• Monitor incident system and support in finding solutions for user inquiries and resolve issues• Design the KPI reporting framework for the key metrics of the tool usage analytics and utilize data visualization tools to report unique visitors, visits, page views, user traffic, user retention, etc.• Analyze large amounts of data in both spreadsheets and databases• Lead a talent team to validate data accuracy and completeness for an internal data analytical platform -
ConsultantDeloitte May 2013 - Oct 2018Worldwide, Oo• Execute Agreed-Upon-Procedure (AUP) engagements of clients’ quarterly and annual SEC reporting (Form 10-Q/10-K) for compliance with accounting and reporting standards• Plan, perform and complete reviews of financial statements for public companies in industry sectors of banking & securities, real estate, insurance & life sciences and retail • Develop and document methodologies and best practices to support the delivery of XBRL compliance service• Establish a knowledge of Authoritative Guidance (US GAAP Taxonomies, SEC and Edgar Filing Manual, XBRL.US guidance and FASB Accounting Codification literature) to support review processes• Conduct staff trainings about best practices, documentation procedures, workpaper initial reviews, and etc.• Supervise and review work of team members while coaching their development through continual feedback and knowledge sharing.• Manage calls to communicate messages to the team members working remotely; delegate appropriate work to staff and detail review their work in a structured format.• Identify opportunities to leverage XBRL for internal and external analyses according to financial statement disclosures
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Xbrl AccountantRivet Software Is Now Certent, Inc. Jan 2012 - Apr 2013• Independently prepared the SEC XBRL filing documents for clients• Managed workflows, communications, conformance to standards and timelines related to the 10-Q/K process.• Utilized available resources to creatively provide solutions based on clients’ specific requirements according to the technical financial reporting standards• Provided public companies with professional consultations for SEC reporting with a focus in Rule 405 of Regulation S-T, also known as the Interactive Data mandate • Assisted audit projects and quality reviews according to compliance requirements to ensure data quality
Winnie Qiu, Cpa Skills
Financial Advisory
Sec
International Business
Consulting
Windows Server
Reporting Requirements
Credit Cards
Expenses
International Sales
Sales
Community
Work Under Pressure
Students
Translation
Finance
Information System
Literature
Paperwork
Scholarships
Disclosures
Management
General Ledger
Science
Statistics
Microeconomics
Auditing
Visa
Powerpoint
Ethics
Public Speaking
Accounting
Collaborative
Calculus
It Audit
Edgar
Guidance
System
English
Bilingual
Uml
Asset Allocation
Reports
Inventory
Financial Accounting
Microsoft Office
Microsoft Excel
Denver
Nonprofits
Probability
Taiwan
Conferences
Reporting
Commercial Real Estate
Xbrl
Payroll
Newspapers
Handling Money
R
International Settlements
Cpa
Income Tax
Economics
Applications
Chinese
Communication
Detail
Chile
Westlake
Workshops
Non Profit Leadership
Interactive Advertising
Public Companies
Colorado
Critical Thinking
Foreign Languages
Project
Sql
Income
Linkedin
Spain
Macroeconomics
Responsibility
Cisa
Usa
Regulations
Banking
Camp
International
Private Companies
Teaching
Korean
Tax
Foxpro
Investments
Academic
Fasb
Rivet
Legal Advice
Data Quality
Visio
Software
Compliance
Receptionist Duties
Sequence
Related Services
Microsoft Word
Ghp
Asset
China
Art Exhibitions
Journalism
Financial Transactions
Financial Reporting
Isaca
Wikis
Problem Solving
Filing
Bank Accounting
Delivery
Evaluation
Internet Banking
Competition
Databases
Winnie Qiu, Cpa Education Details
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University Of PennsylvaniaMaster Of Computer And Information Technology -
University Of Denver - Daniels College Of BusinessAccounting
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Zhejiang Gongshang UniversityFinance
Frequently Asked Questions about Winnie Qiu, Cpa
What company does Winnie Qiu, Cpa work for?
Winnie Qiu, Cpa works for Tpg
What is Winnie Qiu, Cpa's role at the current company?
Winnie Qiu, Cpa's current role is Product and Data.
What is Winnie Qiu, Cpa's email address?
Winnie Qiu, Cpa's email address is qi****@****ail.com
What schools did Winnie Qiu, Cpa attend?
Winnie Qiu, Cpa attended University Of Pennsylvania, University Of Denver - Daniels College Of Business, Zhejiang Gongshang University.
What skills is Winnie Qiu, Cpa known for?
Winnie Qiu, Cpa has skills like Financial Advisory, Sec, International Business, Consulting, Windows Server, Reporting Requirements, Credit Cards, Expenses, International Sales, Sales, Community, Work Under Pressure.
Who are Winnie Qiu, Cpa's colleagues?
Winnie Qiu, Cpa's colleagues are Eddie Song, Jennifer Maroney, Lara Coraline, Kathy Kim, Vivian Kwok, Ian Mclure, Sarah Hartzheim Clark.
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