Wang Joan Email & Phone Number

Greater New York City Area

● Reviewed base and incentive fees calculations and manage invoice processing and validation ofthird-party computations, resulting in higher audit scores. (Software used: Revenue Manager, Revport)● Delivered superior client experience, create a model to optimize the client experience, engage andpartner with CSM and stakeholders to improve operational effectiveness.● Renovated all operating procedures and policies across global functions and ensure adherence tofirm wide policies, improving workflow efficiencies globally.● Took a leading role to work closely with other stakeholders, to integrate workflow with Onboarding,COM, Finance and Gateway.● Interacted frequently with internal and external clients, including custodians and administrators;provide revenue projections and various analysis as requested.

Alameda, Ca

Taught evening and Saturday classes - Principles of Accounting and QuickBooks Pro.

San Francisco Bay Area

Provided financial and accounting services to various clients

San Francisco Bay Area

Prepared monthly financial statements, including consolidating foreign subsidiaries.● Managed daily cash flow, Established and managed banking relationships.● Supervised Accounts Payable, Accounts Receivable.● Administered Microsoft Business Solution - Navision Accounting Software.● Prepared year-end schedules for Auditor \ administered company’s 401(k) plan and stock options.● Streamlined process to ensure the enrollment and billing accuracy for medical, dental, vision, life,AD&D and LTD insurance.● Processed payroll for employees working in USA (using ADP) and employees working in Germany,UK, Netherlands, South Korea, Singapore, China and Japan (using local service providers).● Set up procedures, procurement, fixed assets management.● Assisted VP of Finance, Corporate Controller and Department Managers regarding yearly budgets.