Senior Fund Accountant
Current
Jan 2023 - Present
AeroLeads people directory · profile
Jia Yi (Sandy) Chen Email & Phone Number
Senior Fund Accountant
at
Parthenon Capital
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Fund Accountant
Location
United States, United States, United States
Who is Jia Yi (Sandy) Chen? Overview
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Quick answer
Jia Yi (Sandy) Chen is listed as Senior Fund Accountant at Parthenon Capital, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Jia Yi (Sandy) Chen.
Jia Yi (Sandy) Chen previously worked as Fund Accountant at Parthenon Capital and Staff Accountant II at Broadscope Fund Administrators. Jia Yi (Sandy) Chen holds Bachelor Of Business Administration (Bba), Accounting from Isenberg School Of Management, Umass Amherst.
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Email format at Parthenon Capital
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Parthenon Capital
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Profile bio
About Jia Yi (Sandy) Chen
Jia Yi (Sandy) Chen is a Senior Fund Accountant at Parthenon Capital. They possess expertise in microsoft office, customer service, microsoft excel, microsoft word, leadership and 6 more skills. They is proficient in English.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 7 others.
Current workplace
Jia Yi (Sandy) Chen's current company
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6 roles
Jia Yi (Sandy) Chen work experience
A career timeline built from the work history available for this profile.
Fund Accountant
Mar 2021 - Jan 2023
Staff Accountant Ii
- Maintain general ledger, including preparation of quarterly and annual financial work paper packages within deadlines
- Monitor and process cash activities between investors, external vendors, and between the investment funds under supervision including but not limited to distributions to investors and wire transfer for purchase of an.
- Prepare and record general journal entries to reconcile bank, custody, and other account activities for 21 investment funds, $767 million capital commitment in total, simultaneously within a limited time frame
- Analyze issues, gather information to draw conclusion, and communicate recommendation to clients via telephone and email
- Assemble documentation and information and communicate with auditors to assist with the year-end audit process
- Perform strong written and verbal communication and interpersonal skills by interacting with clients and teammates daily
Aug 2018 - Mar 2021
Front Desk
- Responsible for providing training to new employees covering internal software and office procedures while maintaining department standards
- Collaborated with team members to efficiently direct all inquiries for prompt response
- Maintained and updated filing, inventory, mailing, and database systems using internal software
Sep 2014 - May 2018
Intern
- Supported Senior Accountant with payroll system and payroll related tasks
- Processed submission of government tax payments in timely and accurate manner utilize various technical platform
- Posted payments into sub ledger and maintain excel workbooks
- Reconciled monthly bank accounts, cash accounts, and other asset accounts
- Interacted with the firm's professionals, clients, and suppliers to obtain more accurate information
- Performed additional accounting, financial or administrative tasks as needed
Jun 2017 - Aug 2017
Office Clerk
- Answered phone calls, greeted clients, and scheduled appointments with customers
- Increased participants' awareness of services provided by answering any questions and highlighting services oriented to customer concerns
- Compiled, copied, sorted, and filed records of office activities and business transactions
- Maintained and updated filing, inventory, mailing, and database systems using internal software
Jun 2012 - Jun 2014
2 education records
Jia Yi (Sandy) Chen education
Bachelor Of Business Administration (Bba), Accounting
Isenberg School Of Management, Umass Amherst
Bachelor Of Science (B.S.), Economics
University Of Massachusetts Amherst
FAQ
Frequently asked questions about Jia Yi (Sandy) Chen
Quick answers generated from the profile data available on this page.
What company does Jia Yi (Sandy) Chen work for?
Jia Yi (Sandy) Chen works for Parthenon Capital.
What is Jia Yi (Sandy) Chen's role at Parthenon Capital?
Jia Yi (Sandy) Chen is listed as Senior Fund Accountant at Parthenon Capital.
Where is Jia Yi (Sandy) Chen based?
Jia Yi (Sandy) Chen is based in United States, United States, United States while working with Parthenon Capital.
What companies has Jia Yi (Sandy) Chen worked for?
Jia Yi (Sandy) Chen has worked for Parthenon Capital, Broadscope Fund Administrators, University Of Massachusetts Amherst, Reliable Tax Service, and Noor Oriental Rugs.
How can I contact Jia Yi (Sandy) Chen?
You can use AeroLeads to view verified contact signals for Jia Yi (Sandy) Chen at Parthenon Capital, including work email, phone, and LinkedIn data when available.
What schools did Jia Yi (Sandy) Chen attend?
Jia Yi (Sandy) Chen holds Bachelor Of Business Administration (Bba), Accounting from Isenberg School Of Management, Umass Amherst.
What skills is Jia Yi (Sandy) Chen known for?
Jia Yi (Sandy) Chen is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Management, Powerpoint, and Strategic Planning.
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