Functional Skills

Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Data Visualization / Reports
Data Collection / Research

Software Skills

Tableau
Microsoft Excel
Microsoft Office

Certifications

CAIAChartered Alternative Investment Analyst

Sector Experience

Financial Services

Languages

English
Japanese
Vietnamese
2
hours

Avg Response Time

1
jobs

Jobs Completed

14
years

Years of Experience

11/19

Member Since

Experience

 
100 Women in Finance Operations
New York Education Committee - Volunteer
08/2019 - Present
• Plan educational events with high-profile speakers on finance-specific topics to nearly 20,000 members in New York and globally.
Kaiser Associates Management Consulting
Consultant - Contract
04/2020 - Present
Provide market research in the payments industry. Projects include:
• Research and interview key stakeholders at top banks in Vietnam to study the local acquiring and e-wallet landscapes, providing valuable insights to shape pricing strategy for a global credit card company
• Research verticalized payment facilitators in the UK to develop market penetration strategy for a major credit card client engagement
McKinsey Investment Office (MIO Partners Inc.) Finance
Investment Data Specialist
03/2018 - 05/2019
• Monitored the health of potential and existing hedge fund investments to provide solid support and leverage to 3 Portfolio Managers that led to alpha consistently generated on invest in changing market environments
• Strategized for the integration of both qualitative and quantitative information of over 20,000 hedge fund managers from outside resources into an in-house multi-million-dollar platform
Magnitude Capital LLC Finance
Fund Accountant
10/2017 - 02/2018
• Evaluated management company’s financial performance, provided inputs to budget planning and managed payroll
Amici Capital LLC Finance
Finance Associate
03/2012 - 06/2017
Highly involved in all aspects of the firm's middle and back office responsibilities including portfolio reporting, fund accounting, annual audit, tax planning and operational control. Assumed the controller responsibilities in the last year before the firm fully liquidated.
The Bank of Tokyo Mitsubishi UFJ Finance
Treasury Dealer
12/2007 - 07/2009
Traded foreign currencies on the interbank market, managed the bank's treasury fund in full compliance with local laws