Kit Wan Email & Phone Number

Encino, California

Encino, California

Sherman Oaks, California

Reported to the CEO, provided leadership and coordination of company financial planning, debt financing, and budget management functions and ensured company accounting procedures and reporting conform to generally accepted accounting principles.

Los Angeles, CA

• International provider of BPO and ITO services.Reported to the COO, founder, directed a U.S. based team in developing solutions for the Company’s Finance, Accounting and Payroll needs by leveraging technology, people.
• Generated tax credits and incentives by negotiating with government officials and taking advantage of new tax acts and legislations.
• Directed an implementation of a tax deferral strategy that involved setting up corporate structures in two countries.
• Led the finance team in a due diligence process to bring in a multi-million dollars merger and acquisition opportunity.
• Provided operating budget, fiscal reporting and profit analysis to that involves consolidation of on-shore and off-shore subsidiaries with over 10 legal entities, and 50 lines of businesses.
• Managed foreign currency hedging portfolio and monitor banking activities to enhance cashflow and liquidity positions.

Greater Los Angeles Area

• Financial institution that serves 16,000 CA State workers. 2004 – 2008 Chief Financial Officer 2002 – 2004 ControllerSupervised the general ledger month-end close, overall accounting functions, fiscal budget.
• Chaired the asset/liability sub-committee of the Board of Directors and developed and managed the strategy for loan and deposit pricing.
• Improved profitability by 5% by managing interest rate risk in-house and deploying flexible and efficient pricing.
• Managed a constant and healthy capital ratio of 9% during the recent financial crisis as compared to an overall drop of 2% industry-wide.
• Implemented policies and accounting procedures to reduce the number of annual financial statement audit adjustments from over 50 to zero, and adverse management comments from over 30 to less than three.
• Oversaw the due diligence, merger and post-merger processes of a $10MM credit union.

Santa Monica, CA

• A private foundation providing arts advocacy, outreach, education and support services to professionals in the recording industry. Oversaw a two person team to maintain and consolidate five inter-company accounts with.
• Reported on projects operating results, events budgeting, cash flow projections and variance analysis.
• Prepared annual tax and financial audit schedules.
• Coordinated the financial statements audits and the Single Audit with the auditors on government-funded programs.