Irene Chen Email & Phone Number

California, United States

Sunnyvale, California, United States

- Oversee and maintain headcount data and expenses in Workday Adaptive Insights, ensuring precision and consistency in forecasting through comprehensive headcount reports.- Facilitate the monthly import and reconciliation of NetSuite data into Workday Adaptive Insights to support a seamless financial close process.- Continuously update and refine monthly consolidated expense forecasts and annual financial projections, leveraging historical data to enhance forecasting accuracy.- Develop and sustain advanced financial models in Excel and Adaptive Insights, providing critical insights for various Financial Operations teams.- Collaborate with the Data and Analytics team to design and implement data pipelines and system integrations, automating financial processes and models using Snowflake, and ensuring data integrity in visualizations through Tableau.- Conduct scenario analyses and variance assessments for expense forecasts, supporting strategic decision-making with actionable insights.- Establish and manage Asana to streamline project tracking and foster collaboration for weekly, monthly, and ad-hoc initiatives.- Serve as a functional expert in Workday Adaptive Planning, ensuring robust systems controls and validations for accuracy and compliance.- Excel in communicating complex financial concepts to diverse audiences, promoting collaboration across departments.- Build strong relationships and facilitate discussions that align stakeholders on strategic initiatives.- Translate technical information into actionable insights, ensuring finance, operations, and analytics teams are informed and engaged in decision-making processes.- Utilize Workday Adaptive Insights, NetSuite, Snowflake, and Tableau to drive effective financial management and reporting.

Sunnyvale, California, United States

- Managed system imports and data reconciliation during month-end close processes to ensure accurate financial reporting.- Regularly reconciled headcount forecast models in Workday Adaptive Insights, maintaining data integrity and accuracy.- Developed scalable financial models and reporting templates, improving efficiency and usability for the Finance team’s analyses.- Supported ad-hoc finance transformation projects, including automation and tool implementations, to optimize and enhance existing processes.

San Jose, California, United States

- Managed workstreams for various audit/ provision/ compliance clients by setting up progress trackers, monitoring budgets, handling communications with other teams, and implementing process automations. - Analyzed large datasets and organize findings in a clear and concise manner to present to senior management. - Worked with several teams on several clients at the same time, many of which also require collaboration with specialty teams. - Experienced with complex organizational structures in which working across boundaries and developing strong organizational relationships is key to efficiency and success.

San Jose, California, United States

- Worked on various technology companies as part of the tax team supporting audit engagements to ensure that everything is recorded and disclosed in compliance with US GAAP. - Prepared income tax provisions for technology companies by compiling information provided by the client to present everything in accordance with ASC 740.

Los Angeles, California, United States

Supported three accounting professors in USC’s Leventhal program that taught undergraduate and graduate level Financial Statement Analysis by helping with recording participation, grading homework, and organizing papers.

Los Angeles, California, United States

Supported the Leventhal Masters in Accounting and Masters in Business Taxation program by working with professors to help grade Excel assignments.

San Luis Obispo, California Area

Worked weekly as a paid student assistant contributing to the overall effectiveness of the library through diligence to details when shelving, shelf-reading, and searching for books. Also built teamwork, communication, and customer service skills while interacting with patrons on a daily basis.

San Jose

- Supported various engagements within the Core Tax group of the firm to gain a diverse experience of clients and tasks. - Performed various administrative tasks, allowing me to become more proficient at organizing and analyzing data, tax support for audit, working on corporate tax returns, as well as tax research.

Master'S Degree, Business Taxation

Bachelor Of Science (B.S.), Business Administration

High School Diploma