Charlene Chen Email and Phone Number
As a Team Leader at CIBC Mellon, I am dedicated to optimizing investment operations, ensure accuracy, and deliver exceptional client experiences. With a Bachelor of Commerce in Finance from the University of Ottawa, I have a solid foundation in financial analysis, reporting, and accounting.I lead a dynamic team of fund accountants, overseeing the timely delivery of NAV calculations and financial statements for a diverse range of investment funds. I conduct comprehensive reviews, identify and resolve complex issues, and collaborate closely with managers, clients, and auditors. I also provide guidance and support to team members on fund accounting procedures and techniques, prioritizing workload assignments and fostering collaboration. I'm passionate about enhancing operational efficiency and driving results, leveraging my skills in tax, general ledgers, and financial systems.
Fis
View- Website:
- valuelink.co.uk
- Employees:
- 3378
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Business System Analyst Ii - Capital MarketFisMississauga, On, Ca -
Business System Analyst IiFis Apr 2024 - Present -
Team LeadCibc Mellon Nov 2022 - Apr 2024Toronto, Ontario, Canada• Lead a dynamic team of fund accountants, ensuring accurate and timely delivery of NAV calculations as well as financial reporting for a diverse range of investment funds -
Senior Fund AccountantCibc Mellon Dec 2021 - Nov 2022• Comprehensively analyzed complex financial statements and investment information to identify and divulge reasoning for variances, enabling informed decision-making and proactive risk managemen -
Fund AccountantCibc Mellon Nov 2020 - Nov 2021Mississauga• Reconciled transactions and analyzed daily cash flow for a diverse range of investment funds to ensure up-to-date recording of assets and cash balances -
AnalystCitic Securities Company Limited Sep 2019 - Dec 2019- Collected and meticulously organized data regarding various companies and financial markets to inform preparation of financial models and valuation analyses including discounted cash flow and relative valuation models under guidance of senior analyst team
Charlene Chen Education Details
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Finance
Frequently Asked Questions about Charlene Chen
What company does Charlene Chen work for?
Charlene Chen works for Fis
What is Charlene Chen's role at the current company?
Charlene Chen's current role is Business System Analyst II - Capital Market.
What schools did Charlene Chen attend?
Charlene Chen attended University Of Ottawa.
Who are Charlene Chen's colleagues?
Charlene Chen's colleagues are Abhishek Mohanty, Ashley Craig, Tima Young, Pushpa Sahani, Nitin Bhutada, Lee Melvin, Stephi S R.
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Charlene Chen
Greater Vancouver Metropolitan Area
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