Senior Associate
Current
Jul 2022 - Present
AeroLeads people directory · profile
Tao Tao Email & Phone Number
Senior Associate
at
FORVIS
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate
Location
Sunnyvale, California, United States
Company size
Who is Tao Tao? Overview
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Quick answer
Tao Tao is listed as Senior Associate at FORVIS, a with 14 employees, based in Sunnyvale, California, United States. AeroLeads shows a matched LinkedIn profile for Tao Tao.
Tao Tao previously worked as Associate at Forvis and Staff Accountant at Akram | Assurance, Advisory & Tax Firm. Tao Tao holds Master Of Accounting, Accounting from North Carolina State University.
Company email context
Email format at FORVIS
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FORVIS
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Profile bio
About Tao Tao
Tao Tao is a Senior Associate at FORVIS. They is proficient in Cantonese. Colleagues describe them as "I worked with Tao on a decision analytics project with hundreds of data points. Her ability to solve problems, pay attention to detail, and collaborate with others was instrumental to our success. Tao is a great addition for any team!" and "Tao is one of the best teammates I have worked with during our MBA program. She is always prepared, hard-working, and pays attention to details; therefore, working with her made progress more efficiently for tasks. Her fearlessness to challenges made her an inspiring role in different teams and allowed her to be qualified for various positions in a team. Another characteristic she impressed me was her capability to handle multi-tasks. She has a dual-degree course schedule than only an… Show more"
Current workplace
Tao Tao's current company
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Forvis
8 roles
Tao Tao work experience
A career timeline built from the work history available for this profile.
Associate
Jun 2021 - Jun 2022
Staff Accountant
• Prepare financial statements and tax returns for clients in hedge funds and private equity firms• Participate in audit engagements for hedge funds and private equities by preparing audit work papers and assessing risks with engagement teams
Nov 2019 - Feb 2021
Independent Study
Researched real estate as an asset class by assessing the performance of mutual funds investing in mortgage-backed securities through four widely used asset pricing models
Aug 2019 - Dec 2019
Trading/Lc Supervisor In The International Banking Department
• Oversaw 1000+ weekly operations in compliance with regulations and internal controls, controlled operational risks of international banking business in tolerance level, and kept bank in tier-A banks in two consecutive years• Customized and processed 50+ foreign exchange financing plans for 32 companies in Zhuhai by identifying client needs and collaborating with cross-functional teams and international banks• Led audits of 60K+ annual foreign exchange operations annually, identified… Show more • Oversaw 1000+ weekly operations in compliance with regulations and internal controls, controlled operational risks of international banking business in tolerance level, and kept bank in tier-A banks in two consecutive years• Customized and processed 50+ foreign exchange financing plans for 32 companies in Zhuhai by identifying client needs and collaborating with cross-functional teams and international banks• Led audits of 60K+ annual foreign exchange operations annually, identified management weaknesses, and proposed relevant improvement plans to avoid punitive fees >$200M Show less
Oct 2013 - Jun 2015
Settlement Officer
• Processed 400+ weekly various operations of international settlement services for multinational companies, and maintained 200+ customer relationships with companies processing transactions worth >$400M per year • Prepared and analyzed monthly financial and client data with >5k datasets for key leadership groups to set goals for next performance measuring periods and make crucial decisions • Educated and presented 20+ tellers and 30+ clients new foreign exchange policies to… Show more • Processed 400+ weekly various operations of international settlement services for multinational companies, and maintained 200+ customer relationships with companies processing transactions worth >$400M per year • Prepared and analyzed monthly financial and client data with >5k datasets for key leadership groups to set goals for next performance measuring periods and make crucial decisions • Educated and presented 20+ tellers and 30+ clients new foreign exchange policies to mitigate >90% operation errors and >95% client complaints Show less
Sep 2012 - Sep 2013
Retail Banking Officer
• Developed 20+ valuable client relationships and maintained 100+ client accounts with financial assets >$15M daily • Improved work efficiency and shortened 20% waiting time in lobby by identifying clients’ needs accurately and delivering appropriate solutions effectively
Apr 2011 - Aug 2011
Assistant Personal Manager, Internship
Feb 2011 - Apr 2011
Team & coworkers
Colleagues at FORVIS
Other employees you can reach at forvis.com.sg. View company contacts for 14 employees →
RM
Rudy Matsika Cisa, Cdpse
Colleague at ForvisIndianapolis, Indiana, United States
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JT
Jamie Taggart
Colleague at ForvisFort Worth, Texas, United States
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SM
Sayog Methwale
Colleague at ForvisVapi, Gujarat, India
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CB
Cameron Barclay
Colleague at ForvisOverland Park, Kansas, United States
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ZD
Zoe Dukas
Colleague at ForvisHigh Point, North Carolina, United States
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KR
Kelly Rygielski
Colleague at ForvisWilkes-Barre, Pennsylvania, United States
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NC
Nate Cech
Colleague at ForvisGreater Chicago Area, United States
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DM
Diana Muñoz-Scaggs, Cfe, Pmp
Colleague at ForvisGreater Richmond Region, United States
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DC
Dawson Clark
Colleague at ForvisJackson, Mississippi, United States
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SM
Scott Mays
Colleague at ForvisLynchburg, Virginia, United States
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Rudy Matsika Cisa, Cdpse
Colleague at ForvisIndianapolis, Indiana, United States
View →
JT
Jamie Taggart
Colleague at ForvisFort Worth, Texas, United States
View →
SM
Sayog Methwale
Colleague at ForvisVapi, Gujarat, India
View →
CB
Cameron Barclay
Colleague at ForvisOverland Park, Kansas, United States
View →
ZD
Zoe Dukas
Colleague at ForvisHigh Point, North Carolina, United States
View →
KR
Kelly Rygielski
Colleague at ForvisWilkes-Barre, Pennsylvania, United States
View →
NC
Nate Cech
Colleague at ForvisGreater Chicago Area, United States
View →
DM
Diana Muñoz-Scaggs, Cfe, Pmp
Colleague at ForvisGreater Richmond Region, United States
View →
DC
Dawson Clark
Colleague at ForvisJackson, Mississippi, United States
View →
SM
Scott Mays
Colleague at ForvisLynchburg, Virginia, United States
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3 education records
Tao Tao education
Master Of Accounting, Accounting
Master Of Business Administration - Mba, Financial Management
Bachelor Of Economic Science, Finance, General
FAQ
Frequently asked questions about Tao Tao
Quick answers generated from the profile data available on this page.
What company does Tao Tao work for?
Tao Tao works for FORVIS.
What is Tao Tao's role at FORVIS?
Tao Tao is listed as Senior Associate at FORVIS.
Where is Tao Tao based?
Tao Tao is based in Sunnyvale, California, United States while working with FORVIS.
What companies has Tao Tao worked for?
Tao Tao has worked for Forvis, Akram | Assurance, Advisory & Tax Firm, Nc State Investment Fund Inc, China Citic Bank, and Ping An Bank Co., Ltd..
Who are Tao Tao's colleagues at FORVIS?
Tao Tao's colleagues at FORVIS include Rudy Matsika Cisa, Cdpse, Jamie Taggart, Sayog Methwale, Cameron Barclay, and Zoe Dukas.
How can I contact Tao Tao?
You can use AeroLeads to view verified contact signals for Tao Tao at FORVIS, including work email, phone, and LinkedIn data when available.
What schools did Tao Tao attend?
Tao Tao holds Master Of Accounting, Accounting from North Carolina State University.
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