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Summary of Qualifications

  Analytical and personable leader with stellar problem solving and communication skills.

  Consistent, proven track record of improving work performance and leading and training teams.

  Work history of increasing work flow by improving procedures across multiple organizations.  

  Proficient with the Windows operating system; Microsoft Office Suite; ACE Plus; Recon; BDS Desktop; FSR; and Mobius, with a basic knowledge of Minitab.

  Fluent in English and Cantonese.

Work Experience


Control Accounting Specialist III, Bank of New York Mellon Westborough, MA Dec. 2011-Present

  Demonstrate strong leadership, training and communication skills for the Corporate Actions Division.

  Train team members on procedures and new work applications pertaining to General Ledger activity.

  Lead group projects to create audit procedures and guide group members on requests.

  Verify and sign-off on audits before distribution to departments and clients.  

  Establish more efficient methods to record audits and generate weekly or monthly reports.

  Work with personnel across multiple departments as well as with management companies to resolve any issues or discrepancies, including assigning and tracking General Ledger activity and reconciliations.  

  Perform as a liaison for transfer agent departments with management companies and dealers regarding accounts receivable; dealer billing; and TA write-ups, including resolving any issues to minimize losses.

  Track and monitor estimates throughout the day to confirm reports and match up daily activity.  

  Calculate rounding based on Net Asset Value (NAV) to bring variances and differences to a minimum.   


Analyst, Strategy Consulting, First Empire LLC Manchester, CT (Summer Only) June 2011-Sept. 2011

  Increased client base 10% to niche markets after generating a detailed report for the Managing Director.

  Analyzed the performance; business model; competitive landscape; economics; and project future outlook in order to recommend improvements or expansion for clientele.  

  Worked with colleagues, including managers, to create strategies such as developing content for websites.


Quality Inspector, Evergreen Solar Devens, MA June 2010-Sept. 2011

  Saved approximately $100,000 per week while inspecting 600 solar panels.

  Reduced the amount of defective products by 10%.

  Inspected 15% more products on a daily basis compared to peers.

  Educated quality engineers about weaknesses in their inspection process, equipment or documentation.

Education and Training


Bachelor of Arts (BA), Economics, University of Massachusetts, Amherst; earned May 2010


Certified Quality Inspector, Evergreen Solar



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