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.