Serena Lei-Ng, Cpa Email and Phone Number
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Serena Lei-Ng, Cpa personal email
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Serena is a CPA with over 25 years of experience in Accounting and Finance for various startups, public firms and private companies. She has also been a successful real estate investor by buying and selling single-family houses investment properties in the bay area. Her twenty years of real estate investment experience and extensive knowledge of taxation give her an advantage in helping her clients make better informed decisions regarding their real estate needs. She brings to the table the necessary real estate acumen, enthusiasm, cultural sensitivity, and a personal dedication to the individual needs of each of those she represents. She is able to communicate in three languages - English, Mandarin and Cantonese, further cementing her on the cutting edge in the real estate business.Prior to joining Kranz & Associate as Financial Consultant, Serena was an Assistant Controller at Jewish Senior Living Group which she managed the entire financial aspects for the three organizations. During her tenure, she produced monthly consolidated financial statements, special reports to the senior management and the Finance Committees. Serena was instrumental in developing annual $65 million budget and managed $90 million investments in the Foundation. Serena began her career at Patel & Associates where she earned her CPA.Serena is an Realtor (CalBRE# 02060782) and a Certified Public Accountant and a member of the American Institute of CPAs and California Society of CPAs. She holds a BA in Business Accounting from San Francisco State University.
Keller Williams Peninsula Estates
View- Website:
- kwpeninsulaestates.com
- Employees:
- 68
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RealtorKeller Williams Peninsula Estates Apr 2018 - PresentSan Francisco Bay Area -
Financial ConsultantKranz & Associates Jul 2014 - Sep 2017Menlo Park• Responsible for preparing forecast, budgeting, monthly financials, and overseeing the monthly close process.• Manage the processes and controls for financial reporting, revenue recognition, federal grants compliance, hiring, payroll, employee benefits, collections, grant billings, taxes, stock option and other accounting functions.• Perform due diligence for merger acquisitions and annual 409A valuation• Perform accounting system conversion from QuickBook to Oracle ERP and Net Suite software after the acquisition by a public traded company. • Provide support to C level management and perform other ad-hoc analysis as required by managers -
ControllerSilicon Valley Finance Group Aug 2012 - May 2015 -
Assistant ControllerJewish Senior Living Group Oct 2007 - Nov 2011
Serena Lei-Ng, Cpa Skills
Frequently Asked Questions about Serena Lei-Ng, Cpa
What company does Serena Lei-Ng, Cpa work for?
Serena Lei-Ng, Cpa works for Keller Williams Peninsula Estates
What is Serena Lei-Ng, Cpa's role at the current company?
Serena Lei-Ng, Cpa's current role is Your Go To Realtor!.
What is Serena Lei-Ng, Cpa's email address?
Serena Lei-Ng, Cpa's email address is serenalei-ng@kw.com
What is Serena Lei-Ng, Cpa's direct phone number?
Serena Lei-Ng, Cpa's direct phone number is +165059*****
What skills is Serena Lei-Ng, Cpa known for?
Serena Lei-Ng, Cpa has skills like Start Up Consulting, Financial Analysis, Financial Reporting, Forecasting, Budgets, Sarbanes Oxley Act, Due Diligence, Cash Management, Revenue Recognition, Financial System Conversions, Compliance, Risk Assessment.
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