Frank Chu Email & Phone Number

Greater New York City Area

Greater New York City Area

Engaged by leading Worldwide advertising agency to lead the data migration process from their legacy financial system to Microsoft Dynamics AX for all US locations.

Greater New York City Area

• Primary relationship manager for top creative advertising agencies• Subject Matter Expert and Project lead for new corporate and cost accounting installations• Responsible and manage all aspects of system and software implementations to both existing and new clients

Greater New York City Area

• Responsible for managing the relationship with WPP & subsidiaries for the Production & Accounting systems• Developed client profitability models and reporting for our client's Senior/Executive management review. • Managed team of business and product analysts in supporting new business development, and servicing of existing book of business.• Project manager for various system conversion to/from DDS application for client legacy systems – Mitchell Humphries, Adserve, Tango & Condor, Quickbooks, Microsoft Dynamics A/X, PeopleSoft

Greater New York City Area

• Responsible for the development of financial reports and business analytics for Atlantic Trust PWM Senior management and preparation of monthly reports to Amvescap management.• Prepare monthly flash estimates, annual Budgets, and quarterly forecasts.• Redesigned operational and accounting procedures for asset and revenue reporting. • Manage Sales Incentive Pay program for Relationship Managers and New Business Developers• Responsible for ensuring compliance with Sarbanes-Oxley for Atlantic Trust PWM.• Assistant Treasurer for the Atlantic Whitehall Mutual Funds. • Work closely with Senior Management on client account data integrity projects and operations analysis.

Greater New York City Area

• Overall responsibility of financial and business analytics for Private Wealth Management Investment Products and Strategic Wealth Advisors.• Responsible for ensuring compliance with Sarbanes-Oxley for all PWM Investment products. • Prepare monthly flash estimates, annual Budgets, and six-quarter rolling forecasts.• Developed 5 and 10 Year strategic growth models (organic and acquired). Revised monthly Financial and Business Review Package.• On-going review of cost containment initiatives and monthly review of Resource Group allocations.• Responsible for controlling and accounting functions for legacy Scudder Private Investment Counsel Products and functions.• Managed successful integration of the Scudder Private Investment Counsel financial systems and infrastructure into Deutsche Bank Private Client and Asset Management (PCAM).• Monitored restructuring liabilities, severance payments, and other integration related expenses due to the merger.

Greater New York City Area

• Team Leader on Finance & Controlling Integration Team for Deutsche Bank acquisition of Zurich Scudder Investments.• Perform business and financial analyses for Senior Business leaders and Americas Region Finance Group.• Projects have included: client segmentation and profitability, local office profitability, new business feasibility, review for office expansion.• Developed and managed variable compensation program for Investment Consultants and Sales Consultants.• Designed financial models for strategic growth initiatives, fee increase programs, out-source provider pricing.• Prepare and evaluate annual Budget and monthly forecasts based on cash flow activity, revenue, and expense trends.• Review and edit monthly financial package to Senior Management.• Quarterly analysis includes: Regional management overview, detailed statistical reporting by Investment Consultant, compensation rollforward, Budget and Forecast variances, and asset/revenue rollforwards.• Prepare and review monthly accounting entries for the Finance Department.• Balanced Scorecard coordinator for the business.

Greater New York City Area

• Designed and created Peoplesoft HRIS management reports. Roll out of desktop management reporting.• Business analysis – review of compensation programs, financial analysis of HR restructuring efforts, cost benefit analysis for HR initiatives.• Created H&W Benefits insurance carrier bill reconciliation process that resulted in the refund of approx. $800 thousand in overpayments. Created cost models to determine Firm subsidy for H&W Benefits and developed calculation of FASB 106/112 liabilities.• Financial analysis/review of self-billing for life, LTD, self-insured health plans, and stop-loss insurance coverage.

Greater New York City Area

• Senior Business Analyst for Resource Groups including: Investment Administration and Operations, Information Technology, Corporate Finance, Global Human Resources, created firmwide resource group allocation model. Results from the allocation models were utilized in annual Budget and quarterly forecasting process. • Senior Business Analyst for Scudder Insurance Asset Management (SIAM), and Reserve Asset Management Group (RAMG), developed and presented product and client profitability models

Greater New York City Area

• Business Analyst for Mutual Funds group, responsible for the development and maintenance of Mutual Fund Profitability model.

Mba, Finance

B.A., Sociology, Business