Certified Public Accountant (CPA) with 6+ years of experience in Wealth and Asset Management, specializing in auditing, financial statement
preparation, fund administration, and regulatory compliance. Strong communicator with a proven track record of building client relationships and
delivering high-quality financial reports. Holds a Philippine CPA license, globally recognized as equivalent to CA and CPA certifications
Experience: 5 - 10 years
This expertise was developed through extensive experience in external auditing and fund accounting within the wealth and asset management industry. I have worked with diverse fund structures, including hedge funds, private equity, and mutual funds, under both IFRS and US GAAP frameworks. My skills include preparing and reviewing complex financial statements, reconciling accounts, ensuring compliance with regulatory requirements, and analyzing fund performance. I am adept at navigating valuation complexities, handling investor allocations, and collaborating with cross-functional teams to deliver high-quality financial reporting.
Experience: 1 - 2 years
Preparing, reviewing, and ensuring the accuracy of financial statements in compliance with US GAAP, IFRS, and local reporting standards.
Experience: 2 - 5 years
Led assurance engagements for Wealth and Asset Management, Insurance, and Banking Capital Markets clients in Hong Kong, overseeing end-to-end audit processes from risk assessment and planning to execution and reporting, ensuring compliance with audit standards (e.g., IFRS and US GAAP) and client deliverables.
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