Monica Wong

Summary

Monica brings over 17 years of leadership abilities from working with small to mid-sized companies in both Public Accounting and Industry. She’s helped them follow through on their process improvements, setting up and implementing their internal controls, and preparing financial statements. Monica spent 9 years auditing and preparing tax returns, and another 8 years in finance operations roles within an institutional investment firm. She is passionate about helping her clients through difficult times, problem-solving, and providing quality service.

Areas of Expertise

Accounting

I started my career at McGladrey & Pullen, LLP in the auditing department. After 2 years, I moved to a Regional Firm, where I was able to be more hands-on in the entire audit process from start to finish, as well as assist in the preparation of the tax returns. I recently spent 7 years leading the accounting and finance for a multi-generational, high net worth family office, managing the assets in 150 different trusts and personal accounts, preparing performance reports, financial statements and budgets & forecasts, as well as managed all Corporate and Individual Insurance needs.

Finance Operations

I have extensive experience analyzing and proposing improvements within the internal control environment, and assisting clients with creating effective policies and procedures. I have great communication skills, and I’m able to collaborate amongst all departments of a business. I am proficient in creating investment performance reports for bank examiners and board of directors.

Budgeting & Forecasting

I love creating budgets, projections 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 forecasts to be concisely represented in the final budget.

Process Improvement

I am always on alert identifying and implementing 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.

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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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