Yufan Chen

Yufan Chen Email and Phone Number

Financial Controller @ Tall Pines Capital | CPA, Real Estate Investment @ Tall Pines Capital
Yufan Chen's Location
New York City Metropolitan Area, United States, United States
About Yufan Chen

With over 11 years of experience in accounting and finance, I am passionate about creating and managing efficient and accurate financial systems for real estate companies. As a Certified Public Accountant, I have the skills and knowledge to handle complex accounting operations, prepare and analyze financial statements, and coordinate budget and forecast processes. I currently work as a Financial Controller at Tall Pines Capital, a real estate investment and management firm that specializes in debt and equity investments in multifamily and commercial properties.At Tall Pines Capital, I design and implement the company's accounting system using Quickbooks online, and manage all accounting operations including billing, A/R, A/P, GL, and revenue recognition. I also prepare monthly, quarterly, and yearly financial statements, and report on the performance and returns of the partners' waterfall. In addition, I supervise the company's third-party payroll provider, and monitor the ongoing real estate debt investments, communicating with borrowers and senior banks to meet financial and regulatory requirements. I leverage my analytical skills, finance expertise, and attention to detail to ensure the accuracy and compliance of the financial data, and to support the company's strategic growth and profitability.

Yufan Chen's Current Company Details
Tall Pines Capital

Tall Pines Capital

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Financial Controller @ Tall Pines Capital | CPA, Real Estate Investment
Yufan Chen Work Experience Details
  • Tall Pines Capital
    Financial Controller
    Tall Pines Capital Apr 2019 - Present
    New York, Ny, Us
    • Design and implement company’s accounting system using Quickbooks online • Manage all accounting operations including Billing, A/R, A/P, GL and Revenue Recognition• Prepare monthly, quarterly, and yearly financial statements (profit and loss, balance sheet, statement of cash flows and partners’ waterfall).• Coordinate and direct the preparation of the budget and financials forecasts and report variance• Supervise company’s third-party payroll provider regarding payroll payments, tax payments and benefit payments.• Monitor ongoing real estate debt investments, communicating with borrower and senior bank to meet financial and regulation requirements, servicing the ongoing loan regarding funding, interest calculations and loan payoff• Monitor ongoing real estate equity investment, communicate with managing partners regarding sales/leasing activities, budget forecast and financial reports• Work with CPA regarding tax planning and tax return filing for the company and all subsidiaries
  • Apt212
    Financial Controller
    Apt212 Oct 2014 - Mar 2019
    New York, New York, Us
    -Responsible for the accounting and finance duties for this real estate brokerage, investment, and property management firm. Supervise 1000 + rental and sales transactions per year, maintain minimum 60 properties in Manhattan area, and manage 3 different investment portfolios for corporate owner and partners -Develop, design, and implement the firm’s front end office system, accounting software, reducing 50% of data entry time -Monitored rent collections and expenses for all properties with annual rent rolls, resulting company net income being 35% above projection for 2015.-Negotiate residential lease for more than 50 condos and exclusive sales agreement for different buildings, obtained mortgages for clients and pitch investment for more than 1 million for each condo purchasing.Provide profit and loss per property, cash flow statement and balance sheet to senior executive and output budgeting plan
  • Apt212
    Financial Analyst
    Apt212 Apr 2013 - Oct 2014
    New York, New York, Us
    -Keep track of daily transactions of the business-Report monthly, quarterly and yearly profit and loss for real estate properties APT212 manages.-Analyze margins of cash flow, gross profit, and operating profit and adjust the targets of next quarter's sales and anticipated profit margin ratio-Manage building and apartment sales in Manhattan area, especially targeting international buyers, provide investment plans including detailed calculated yearly estimated expenses, estimated rent return and estimated sales profit-Maintain owners' relationship and partnership for exclusive rental and sales listings
  • China Construction Bank (Asia) Corporation Limited
    Analyst In Loan Department
    China Construction Bank (Asia) Corporation Limited Dec 2012 - Jan 2013
    Central, Hong Kong, Hk
    • Negotiated with clients regarding their needs of loans, • Checked their background information, financial statements and credit reports• Created suitable plans for medium and small companies depending on their pledge, financial situation and their ability to pay back loan• Promoted seasonal financial products, funds, gold and credit cards to clients
  • Aiesec
    Financial Analyst
    Aiesec Jan 2012 - Dec 2012
    Montreal, Quebec, Ca
    • Calculated and reported estimated budget monthly, kept track of expenditure and revenue• Made financial statements and charts of Return of Investment (ROI) to submit them to the Main Committee• Attended regional conferences and had functional workshop regarding the current financial situation• Interacted with companies searching for partnership or sponsorship for our organization’s outgoing or incoming exchange program

Yufan Chen Skills

Excel Word Quickbooks Powerpoint Bloomberg Chinese Capital Iq Mandarin English Microsoft Office Microsoft Excel Financial Analysis Microsoft Word Cantonese Financial Modeling Matlab Python Finance Strategic Planning Leadership Sql Data Analysis Analysis Management

Yufan Chen Education Details

  • New York University
    New York University
    Mathematics
  • Purdue University
    Purdue University
    Accounting

Frequently Asked Questions about Yufan Chen

What company does Yufan Chen work for?

Yufan Chen works for Tall Pines Capital

What is Yufan Chen's role at the current company?

Yufan Chen's current role is Financial Controller @ Tall Pines Capital | CPA, Real Estate Investment.

What is Yufan Chen's email address?

Yufan Chen's email address is yu****@****ies.com

What is Yufan Chen's direct phone number?

Yufan Chen's direct phone number is +121520*****

What schools did Yufan Chen attend?

Yufan Chen attended New York University, Purdue University.

What are some of Yufan Chen's interests?

Yufan Chen has interest in Badminton.

What skills is Yufan Chen known for?

Yufan Chen has skills like Excel, Word, Quickbooks, Powerpoint, Bloomberg, Chinese, Capital Iq, Mandarin, English, Microsoft Office, Microsoft Excel, Financial Analysis.

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