New York City Metropolitan Area
I am a Certified Public Accountant currently working as a AWM Corporate Controller at Goldman Sachs with experience in accounting, audit, and data analytics. Previously, I worked at EY, providing audit and IPO services to FinTech clients, and at Citi supporting firm-wide data governance initiatives. My interests include financial analysis, data modeling, and data visualization. I have a Master’s in Applied Analytics from Columbia University and a Bachelor’s in Economics and Accounting from the University of California, Santa Barbara. I am originally from Taiwan, and my journey has been one of continuous learning and growth. Looking forward to connecting!
PWM Transactional
International Students and Scholars Office
• Citi’s rotational Finance Leadership Development program for MBA students
• Designed and executed analytical procedures utilizing Alteryx Designer to analyze $820 billion in processing volume transaction data for the largest private fintech company in the US • Performed trend analyses and sensitivity assessments utilizing Microsoft Power BI to analyze the quarterly processing revenue and cost fluctuations resulting in highly precise financial forecasts • Performed 2 initial public offerings and SOX compliance audits for large technology companies in Bay Area. Received firm-wide awards recognizing outstanding performance on the IPOs • Led process walkthrough meetings with client to evaluate internal controls designed for IT systems and corporate managerial structure to ensure control compliance • Designed first-year audit strategies for Banking-as-a-Service products (e.g., capital loans) by building predictive analytics using transaction volume and merchant contract terms • Trained 5 staff members on performing audit procedures and developing professional skills to efficiently integrate into the audit team
• Services: Tech Audit, Initial Public Offering (IPO), SOX Compliance