Monica Wong

Senior Director

Summary

Monica brings over 20 years of leadership abilities from working with small to mid-sized companies. She’s helped businesses follow through on their process improvements, setting up and implementing their internal controls, month-end procedures, and preparing financial statements. She is passionate about helping her clients through difficult times, problem-solving, and providing quality service.

Areas of Expertise

Accounting & Finance

For the first 9 years of my career, I was in Public Accounting preparing Audit and Tax Returns for both an International Accounting Firm, as well as a Regional Firm. After that, I moved onto leading the accounting and finance team for a multi-generational, high-net worth family office. Recently, I have had the pleasure of being the Controller for several companies in multiple industries. I am proficient at streamlining the month-end process, and training new Accountants into their roles.

Merger & Acquisition Integration

One of my favorite things in accounting is working with Private Equity Firms during mergers and acquisitions. Creating a beginning balance sheet and digging into the company books to truly understand their finances & operations. Then, helping to create a balance between the buyer and seller during post-acquisition integration.

Process Improvement

My years in public accounting have taught me to identify and implement efficiencies that improve the bottom line. I enjoy working with my clients to determine where their biggest gaps are and helping to fill those needs with the smoothest transition and most efficient processes possible.

Financial Reporting

I love creating monthly financial packages, budgets and proper reporting mechanisms to allow my clients to effectively manage their cash flows. Forecasting is an integral part of the budgeting process and should be monitored regularly and periodically updated. I have provided my clients with the tools in creating proper KPI’s and weekly Flash Reports, which is essential for business leaders to better understand and stay on top of how the business is performing. It is most rewarding when the monthly financial package comes all together.


Industry Experience

  • Professional Services
  • Healthcare
  • Manufacturing
  • Retail
  • Construction

Strengths

  • Creative Problem Solver
  • Strategic
  • Analytical
  • Organized
  • Personable

Experience

Finance Operations Manager

Burr Oak Group, Inc.

Audit Manager

Barton Walter & Krier, LLC

Manager, Regulatory Reporting

UnitedHealth Group

Accounting and Auditing Senior

Lurie Besikof Lapidus

General Services Senior Accountant

McGladrey & Pullen

Education

BA, Accounting

University of Northern Iowa

Contact

Phone

Email

LinkedIn

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Favorite Success Stories

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Positioning a private equity-owned specialty clinic roll-up to grow with confidence.

Healthcare

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Greatsocks

Driving synergies and scalability for an apparel manufacturer.

Industrials

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