Jen S. Email & Phone Number

Responsible for building Brelly, an integrated platform for financial planning that provides certified financial professionals and small firms a seamless system for managing everything in one place.

New York, Ny, Us

Responsible for developing associated controls, standards, procedures, documentation, monitoring and reporting for corporate function. Completed detailed reviews of business proposals, activities and legal and regulatory review. Managed, trained and oversaw corporate controller team.

San Francisco, California, Us

Provided advice on optimal accounting structuring of transactions and accounting procedures. Responsible for the primary systems of record for multiple lines of business within Wells Fargo and implementing regulatory interpretations and data automation projects. Ensured lines of business transactions recorded on the primary systems of record reflected in regulatory filings and reviewed data from the general ledger and various financial systems to ensure accuracy and completeness.

New York, Ny, Us

Responsible for maintaining a documented system of accounting procedures and policies. Manage outsourced functions and internal team of 6 staff. Oversaw the operations of the accounting department and any control systems, transaction processing operations, and procedures.

New York, Ny, Us

Responsible for all accounting functions and supervised accounting staff. Prepared accounts payables for reimbursements, GL entries, bank reconciliations and month end closing. Helped set up accounting, tax reporting, and human resource systems. Designed budget reports and month end reports.