Serena Chen Email and Phone Number
Serena Chen's Location
Arvada, Colorado, United States, United States
Serena Chen's Contact Details
Serena Chen work email
- Valid
- Valid
Serena Chen personal email
n/a
About Serena Chen
VP of FP&A and CPA with over 12 years of experience in SaaS, M&A, operational excellence, ERP implementation, financial reporting and strategic planning. Proven track records to grow high performing teams in high-growth PE-backed companies.
Serena Chen's Current Company Details
Serena Chen Work Experience Details
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Vice President Of Financial Planning And AnalysisIntel 471 Jul 2022 - PresentUs
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MemberChief Jan 2022 - Feb 2024New York, Ny, UsChief 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. -
Vp Of Fp&AFour Winds Interactive Jun 2021 - Feb 2022Denver, 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 -
Vice President Of AccountingFour Winds Interactive Jan 2021 - Jun 2021Denver, 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).
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Senior Director Of AccountingFour Winds Interactive Jan 2020 - Jan 2021Denver, 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.
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Senior Manager Of Technical AccountingFour Winds Interactive Jun 2018 - Jan 2020Denver, 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.
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ManagerFloyd Advisory Mar 2016 - Jan 2018Boston, 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. -
Senior Tax AnalystTd Mar 2014 - Mar 2016Toronto, 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. -
Senior Tax AssociatePwc Mar 2011 - Mar 2014Gb• 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 -
Nyc Tax AuditorNyc Department Of Finance May 2010 - Mar 2011New 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
Serena Chen Skills
Accounting
Tax
Auditing
Gaap
Financial Analysis
Critical Thinking
Cpa
Corporate Tax
Tax Preparation
Financial Reporting
Leadership
Team Leadership
Internal Controls
External Audit
Tax Audit Representation
Us Gaap
Sarbanes Oxley Act
Assurance
Financial Statements
Analytical Skills
Forensic Accounting
Fraud Investigations
Business Valuation
U.s. Securities And Exchange Commission
Data Analysis
Serena Chen Education Details
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Lehigh UniversityAccounting And Finance
Frequently Asked Questions about Serena Chen
What company does Serena Chen work for?
Serena Chen works for Intel 471
What is Serena Chen's role at the current company?
Serena Chen's current role is VP of FP&A at Intel 471 (a Thoma Bravo portfolio company).
What is Serena Chen's email address?
Serena Chen's email address is se****@****ive.com
What schools did Serena Chen attend?
Serena Chen attended Lehigh University.
What skills is Serena Chen known for?
Serena Chen has skills like Accounting, Tax, Auditing, Gaap, Financial Analysis, Critical Thinking, Cpa, Corporate Tax, Tax Preparation, Financial Reporting, Leadership, Team Leadership.
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