Monica Wong Email & Phone Number

United States

Greater Minneapolis-St. Paul Area

Accounting & Operations Consultant for rapid-growth organizations. I am passionate about helping my clients through difficult times, problem-solving and providing quality service. I am the financial liaison to Private Equity firms, providing fractional accounting and operational management, and post-acquisition integration, as well as assist in the preparation of first-time audits and month end close.

Burr Oak Group, Inc. is a single family wealth management firm, providing investment, financial and risk management services to a multi-generational family. Main point of contact for all banking, custody, lending, brokerage, insurance and investment relationships and activities. Managed daily cash and insurance needs. Prepared and analyzed asset allocations, budgets & forecasts, and financial performance reports. Recommended and initiated all trade requests. Supervised monthly financial close. Managed overall operations of several private foundations.

Managed financial audits, prepared financial statements for midsize Manufacturing, Distribution and Retail organizations. Prepared and reviewed federal and multi-state tax returns for individuals and small businesses. Analyzed and proposed improvements within the internal control environment. Prepared budgets and forecasts for clients.

Main point of contact for coordinating 90+ separate legal entity financial statement audits. Accountable for relaying pertinent information regarding audit progress, reporting requirements and material findings to upper management. Co-creator of a collaborative software application used between external auditors and UHG staff. Owner & Administrator of several Microsoft SharePoint sites.

Coordinated and actively participated in the execution of audit engagements in multiple industries, as well as benefit plan audits. Prepared tax returns for individuals and small businesses. Consolidated multiple companies and prepared financial statements. Analyzed and proposed improvements within the internal control environment. Specialized in ACL data extrapolation software.

Performed annual financial statement audit and reviews of several public and private companies in the Manufacturing, Distribution and Retail industries. Performed tax preparation for individuals and small businesses. Worked with the Marketing Department on research and development projects.

Ba, Accounting

Activities and Societies: Accounting Club, Residence Hall Public Relations Representative, Residence Hall Floor President, Faculty Hiring.

Education record

Activities and Societies: President of French Club