Jennifer Wong Email & Phone Number

Sydney, Nsw, Au

London Area, United Kingdom

London, England, United Kingdom

London, United Kingdom

As a member of the EMEA Management Reporting team, I had a close partnership and relationship with the Offshore Budapest Office and was responsible in managing and overseeing the production of the management reports at the same supporting the EMEA Equity business unit in London

London, United Kingdom

As a Product controller in Prime Brokerage, I reviewed P&L produced by the team in Mumbai as well as validation of Balance sheet movements. In parallel, I was also the sole IWM EMEA Finance team lead on all aspects of the business winddown and closure of business infrastructure, also overseeing a team member in Mumbai.

London, United Kingdom

My role in the Client Equity Reporting team included business partnering with the business unit and other finance stakeholders as well involvement in all stages of the Business Performance Reviews from production to review, analysis and commentary for business unit packs for Business heads. In addition, Risk & Control by driving efficiency to design, automate and create process opportunities for process reengineering/improvement in reporting

London, United Kingdom

I was a key Project Lead in various aspects of the sale of the PWM EMEA business to Credit Suisse.These included activities such as involving purchase price calculations, performing due diligence in clients transferring to Credit Suisse, managing all aspects of Sales Compensation on exit with HR, payroll and the Business Unit. I also leveraged key contacts globally in the smooth re-distribution of expense away from the business as part of the business winddown and well as managing training, team coverage and handover of tasks to other departments.

London, United Kingdom

I had dual responsibility in Management and Revenue Reporting teams. In the Management Reporting team, Subject Matter Expert for Investment Advisor (IA) Compensation reconciling, modelling and accruing of IA Sales Compensation. Forecasting and budgeting, variance analysis and commentary on the month and quarter end compensation expenses and team lead on communicate to Finance Management. Team Lead with HR, payroll and BU Senior Management to ensure compensation rates and awards were correct for the month and year end reporting. Automation of payment awards with IT and HR (EU HR Compensation Project). I reviewed of management reports for BU Senior management and the IA population for both revenues and expenses. Management of one direct reportIn the Revenue Reporting team, I was responsible for supporting IT in the design, implementation, and enhancement in the reconciliation of the Sales credit BTR process via the Sales Credit Automation Project (web-based system - PWM Sales Credit Automation, PWMSCA). Working with FID and IED controllers in obtaining buy-in to the new P&L transfer process.

London, United Kingdom

Sydney, Australia

Sydney, Australia

Accounting

Bachelor Of Mathematics And Finance (Bmathfin)