Serena Chen Email & Phone Number

Us

New York, Ny, Us

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and affect change from the top-down.

Denver, Co, Us

- Owned the Group financial plan (annual budget and quarterly forecast cycles) and work closely with the CFO, CEO and other ELT members.- Provided key KPIs and reports (incl. sensitivity analysis) to internal/external stakeholders (Vista - PE firm, lenders, etc.) on financial goals, opportunities, risks and strategic priorities.- Strong business partner with other business leaders to ensure clear alignment and supported ST/LT goals of the company - Involved in M&A activities and integration planning (investor/lender model, systems transformation, scaling the FP&A team).- Owned the quarterly and AOP board deck for Finance- Co-created the AAPI Employee Resource Group

Denver, Co, Us

- Worked closely with the FP&A team on building out the financial model (i.e. AOP, budget vs actual variance analysis, ARR jump off, churn forecast, cash forecast, KPIs, EBITDA add backs, and etc.)- Finance Lead in 2 M&A integrations (including involvement in due diligence, lender model, and systems integration).- Collaborated cross-functionally to provide strategic ideas and support other department leaders in achieving their business objectives and initiatives.- Directed staff with expertise in data analytics tools (i.e., Alteryx, Power BI, and Excel) to provide predictive analytics and other ad hoc reports to drive business decision making.- Led a growing team of 20 staff - Directed the month-end close and regulatory reporting (i.e., bank covenant, audited financial stmts, etc).

Denver, Co, Us

- Successfully led a M&A integration (i.e., due diligence, lender credit process, systems integration (lead to cash automation), corporate governance, purchase price accounting, and transfer pricing).- Managed strategic and ad hoc projects as they relate to the different areas of finance within the organization.

Denver, Co, Us

- Successfully implemented a new ERP system by leading multiple phases of the project, which included use cases requirements, end-user training, user acceptance testing, accounting controls testing, data migration, go-live cutover, communication plan, and integration of other software with NetSuite (i.e., SalesForce, Celigo, OpenAir, iCIMs, and Avatax).- Implemented ASC 606 and drove changes in selling and legal practices due to ASC 606 requirements.- Prepared memos to auditors including ASC 606, ERP Cut-Over Testing, and Purchase Price Accounting.

Boston, Massachusetts, Us

• Consulted and provided opinions on accounting matters such as the application of GAAP and non-GAAP guidance established by the SEC and FASB. • Assisted in SEC investigation by quantifying impact ($230 million in revenue misstatement) on restatement, identification of financial reporting issues, and disclosure needs.• Helped private equity firms resolve complex issues that may arise from selling their portfolio companies, which included due diligence review of accounting policies/practices and net working capital calculations. • Assisted in post-acquisition dispute and arbitration process by consulting on financial reporting matters. • Prepared and conducted CPE courses on accounting updates (FASB/SEC/PCAOB) and accounting best practices.

Toronto, Ontario, Ca

• Led cross-functional work with various business units to understand potential tax/accounting risks, resolve issues, and provide expert advices.•Ensure deliverables related to month-end, quarter-end and year-end close are accurate and timely met. • Led the team through tax filings and calculation of tax provision to ensure accuracy of the financial statements.•Assisted auditors with supporting documents of audited financial statements and SOX compliance.

Gb

• Managed multiple engagements in a very fast-paced environment• Worked extensively with team members and subject matter specialists to complete projects• Acted as main liaison in relationships with clients in various industries• Trained, supervised, and managed associates and interns • Prepared and reviewed federal and state income returns, extensions, and quarterly estimates for corporations/partnerships. • Performed audit procedures on provisions, including recognition and measurement of tax positions (FIN 48/ ASC 740) • Identified action steps to remediate tax issues and addressing client needs• Prepared expert memos to support research and conclusions• Served as a captain of the Unique People Experience (UPE) Committee

New York, Ny, Us

• Conducted corporate audits to ensure tax filings are in compliance with accounting principles and tax laws. • Met and conferred with taxpayers and/or their representatives (accountants/lawyers) to resolve disputed items and audit changes