Jeffrey Chen Email & Phone Number

New York, United States

New York, United States

• Developed and implemented a comprehensive spreadsheet system to manage over 4000+ senior housing applicants, significantly improving efficiency and accuracy.
• Digitized and managed tenant complaints and repair requests, increasing the efficiency of issue resolution and improving tenant satisfaction.
• Improved organizational record-keeping and data retrieval processes, contributing to more efficient office operations and better service delivery.

• Engaged in a comprehensive finance education covering key topics such as derivatives, investment banking, private equity, and hedge funds.
• Facilitated by industry professionals and participated in panel discussions with experts, including representatives from the Federal Reserve Bank of NYC.
• Securities Industry Essentials (SIE) exam preparation, with Wall Street Bound providing materials and covering exam fees.

New York City Metropolitan Area

• Prepared and presented financial reports, statements, summaries, balance sheets, income statements, and cash flow statements to ensure smooth workflow and information sharing.
• Financial Record-keeping: maintained and updated financial records, including accounts payable and receivable, general ledger entries, and expense tracking.
• Financial Documentation: prepared and organized financial documentation, such as invoices, receipts, purchase orders, and expense reports.

New York City Metropolitan Area

• Actively participated in mentorship program events and workshops to deepen understanding of best practices in the internal audit field.
• Engaged in regular one-on-one meetings with an experienced internal audit mentor to discuss career aspirations and challenges.
• Gained valuable insights into the internal audit profession through knowledge sharing and real-life experiences shared by the mentor.

New York, United States

• Oversaw day-to-day office operations, including managing office supplies, equipment, and facilities.
• Organized and maintained filing systems, databases, and records for easy retrieval and reference.
• Coordinated and executed employee onboarding and offboarding processes, including preparing paperwork, setting up workstations, and conducting orientations.

Bachelor Of Business Administration - Bba, Finance

Associate Of Science - As, Finance, General