Tommy Tieu, Cpa Email & Phone Number

GB

• Talent Acquisition ManagerNew York Metro
• Lead and co-manage the high-volume recruiting process for New York Metro, specifically the largest national region, New York metro.
• Co-led and executed a fully virtual early ID programs (Elevate, Challenge) of over 500+ top candidates during a global pandemic.
• Work closely with campus faculty and staff to assist in the identification and acquisition of prospective new hires.
• Serve as an ambassador for the firm to ultimately share my experience, career path, and be a overall guide/resource for students and interns.
• Participate and assist in various campus and networking events as a representative of the firm.

GB

• Assurance ManagerAsset Management - Alternative Investments: Private Equity Funds, Hedge Funds, Fund of Funds, Investment Advisors.
• Lead engagement teams to successfully complete audits in a timely and effective manner through coaching, supervision, and review.
• Develop and implement audit approaches including the use of unpredictability and the testing of beginning balances for retroactive audits.
• Collaborate with specialists with regards to tax concerns, investment valuations and structured products in order to test and conclude the assertions of management are reasonable and fairly stated.
• Work closely with partners, managers and human resources to properly plan, budget, and execute for various projects.
• Maintain client relationships to continually build trust, understand needs, and ultimately provide solutions on important problems

GB

• Assurance Senior AssociateAsset Management - Alternative Investments
• Managed engagement projects by managing both clients', staff, managers', and partners' requests, expectations, and deliverables.
• Prepare audit documents such as engagement letters, bank and legal confirmations, audit opinions and various memos regarding audit procedures.
• Instruct Assurance training for new hires semi-annually as well as various internal firm trainings.
• Testing and piloting internally developed firm software and web applications.

GB

• Assurance AssociateAsset Management - Alternative Investments
• Performed substantive audit procedures over investments' valuation, cost basis, custody of shares, confirmation of cash, unrealized gains/losses, and management fees to test financial statement line items.
• Tested capital allocations, commitments, contributions/distributions (subscriptions/redemptions), realized/unrealized waterfalls and loan ledger tie outs in order to corroborate management's assertions.
• Tested operating costs such as payroll which includes salaries, bonuses, payroll taxes, benefits elections, depreciation/amortization of PPE, and rent expenses as well as the relating deferred liabilities.
• Priced not only common publicly traded stocks, but also preferred convertible stocks, loans, bonds, as well as the interests, original issue discounts, and amortizations thereof.
• Performed and coached teams through tie outs of both hard and soft copy financial statements in order to agree all amounts to audit work papers and that sufficient, appropriate footnote disclosures were presented.

New York, US

• Process weekly accounts payable by reviewing expenses for accuracy, recording them in the newly implemented accounting system Sage X3, and ultimately cutting over $500,000 worth of checks monthly.
• Review American Express credit cards monthly expenses to properly costs to general ledger and reconcile monthly statements.
• Administers petty cash disbursements as well as producers and employees travel and entertainment reimbursements.
• Responsible for 1099 administration, W9 maintenance, and collection of any unclaimed funds due to company, partners, or top producers.
• Coordinate with entire finance department to complete various projects and achieve departmental goals.
• Assists finance manager with the month end close process by preparing audit packages and investigating discrepancies.

• Independently developed and executed accounting system using Excel to track revenues, expenses, and ultimately reporting on profits, losses, and partner percentages at month end for both shops simultaneously.
• Management responsibilities such as handling an average of $3,000 in petty cash and delegating projects weekly; invoicing, reconciling, and interacting with vendors, customers, and insurance companies daily.
• Analyzed operations and income statements to provide an accurate description and suggestions for overall business.
• Responsible for savings from a reduction of expenses of nearly 2% or about $1,000 in the first month.

• Welcomed patients and visitors in person and on the telephone; answering or referring inquiries in English or Cantonese.
• Collaborated in teams to make appointments, complete medical forms and applications with programs Med Q and Ramsoft.
• Lead the distribution of medical reports personally to client’s offices around lower Manhattan and Brooklyn.

Brooklyn, NY, US

• Greeted prospective students and visitors; answered any questions or referred to appropriate departments.
• Performed Cantonese translations, and gave private and group tours of campus.
• Interviewed students to assist with the enrollment process, choosing a major or minor, and adjustment to college life.

• Maintained vehicles in functional condition by listening to customers; conducting inspections, diagnosing problems, repairing mechanical and electrical systems defects, replacing parts and components.
• Completed preventive maintenance such as engine tune-ups, oil changes, tire rotation and changes, wheel balancing, replacing filters and various liquids.
• Discussed with customers about malfunctions, explaining corrective measures, and pricing.
• Kept shop equipment and tools in operational condition by maintaining supplies, performing preventive maintenance, and troubleshooting breakdowns.

New York, NY, US

• Performed reconciliation of payroll distribution using spreadsheets to ensure interests and payments are actually paid out.
• Worked heavily with Excel to feed into the automated distribution program, Orion with regards to lease deal payments as well as record information from service reports.
• Completed archiving of closed deals by emptying storages, creating cases, labeling, and organizing over 100 cases of files.
• Clerical work includes scanning and sending files for audit; duplicating and filing folders and documents for internal use.

London, GB

• Conducted research project about the 2008 financial crisis and presented a PowerPoint presentation to a department of over 20 staff, associates, and partners.
• Reviewed CPA licenses of about 30 employees, ensuring licenses are effective, continuing education requirements are met and noting duration before renewal.
• Ensured that older contracts are up to date by examining them for newly applied EY privacy language.
• Helped consolidate files and documents by scanning and inputting into appropriate databases and archiving the hard copies.

Bachelor'S Degree, Accounting And Business/Management/Finance

Associate'S Degree, Accounting

High School, Accounting And Finance