amy liao

amy liao

controller

About

An accomplished professional with specialties in regulatory and real estate financial management

Country

united states

City

new york

Industry

insurance

Skill

financial analysis, financial modeling, fixed income, private equity, corporate finance, asset managment, asset management, finance, investments, valuation, financial planning, strategic financial planning, due diligence, regulatory reporting

Experience

aig

manager - technical accounting

aig

2017-7 - 2018-9 · 1 yr 3 mos

* Reviewed and sponsored remediation efforts for internal/external audit findings and accounting issues. * Performed premium deficiency projections for short duration insurance products. * Summarized the 10Q/K MD&A and Financial Supplement analytics with key results for management. * Managed and coordinated ad-hoc projects (process automation, accounting policy adoptions, etc.) * Overhauled the SAB99 reporting process to increase efficiency. * Refreshed the GAAP approximation inventory with key stakeholders and implemented quality control around the process.

alma bank

controller

alma bank

2018-12 - Present · 7 yrs 10 mos
morgan stanley

vice president - global accounting regulatory and control

morgan stanley

2010-11 - 2013-5 · 2 yrs 7 mos

Vice President - Global Accounting Regulatory and Control

morgan stanley

vice president - investment controllers

morgan stanley

2005-10 - 2010-10 · 5 yrs 1 mo

* Managed a staff of eight in overseeing 70+ investments with assets under management exceeding $10 Billion across the Americas region (Asset classes include hospitality, office, retail, residential, multi-family, land, master planned communities, and industrial). * Collaborated with Europe and Asia Pacific regions to develop an asset management reporting and forecasting tool in MRI, a property management application, earning the CFO award for application development and implementation. * Supervised, coordinated and reviewed the quarterly investor reporting, asset valuations, annual business planning process. * Worked in partnership with the Asset Management team to answer audits for the company’s eight private equity funds. * Communicated fund level cash positions and equity requirements for Joint Venture investments to Treasury and CFOs of the funds. * Coordinated and gathered information for the semi-annual investor meeting presentations. * Reviewed acquisition documents and facilitated joint venture reporting requirements.

credit suisse

assistant vice president - corporate services, financial planning and analysis

credit suisse

2001-8 - 2005-9 · 4 yrs 2 mos

* Managed the leasing activities of the executive offices in the Americas region for Column Financial, Inc., a subsidiary of Credit Suisse First Boston. * Oversaw financial reporting for One Madison Avenue, managed by Cushman & Wakefield. * Responsible for the reporting process for the NYC IDA tax exemption program reporting process for the company and identified an error made by the city that resulted in a $2M real estate tax refund. * Served as the point of contact for the tax department to ensure the department met all filing and audit requirements including sales and use tax, gross receipts tax, and commercial rent tax. * Managed the integrity of the art database by ensuring all pieces of the artwork were accurately tracked by the art curator with expenses and revenues from sales recognized appropriately in the income statement and booked properly on the balance sheet.

tishman speyer

property controller

tishman speyer

1998-3 - 2001-7 · 3 yrs 5 mos

* Key member of the core controller’s team * managed financial reporting for Rockefeller Center, a $1.85B, 7.5M square foot property. * Managed a team of two in: preparing monthly financial statements * variance analysis * budget preparations * quarterly re-forecasts * tenant billings * escalation calculations * cash disbursements and receipts * audit procedures * and leasing computations. * Prepared escalation calculations for Rockefeller Center’s 10 building portfolio. * Liaison between building management, leasing and legal departments to resolve tenant issues while maintaining positive relationships with high profiled tenants such as USA Cable, Simon & Schuster, Inc., NBC (Today’s Show & Access Hollywood), Nintendo USA, Christies, Inc. and Central Parking. * Prepared consolidated financial/non-financial information for the due diligence and closing process in the sale/acquisition of the Rockefeller Center.

aig

manager - regulatory reporting

aig

2013-5 - 2016-4 · 3 yrs

* Responsible for the FR Y-9C Filings. * Reviewed data submission from business units and finance functions for accuracy. * Performed analytical reviews by business unit and schedule for the consolidated FR Y-9C report. * Reconciled SEC to FR Y-9C and explain quarterly variances for management and the FRBNY. * Served as the SME for the FR Y-9C master data properties pertaining to the account and entity hierarchies. * Coordinated and tested FRB form updates, reported enhancements and mapping changes in Business Planning and Consolidation (BPC) general ledger, TM1 (Supplemental schedules) and Axiom (FRB filing application). * Managed the certification process with the business units and finance functions. * Collaborated with the Office of Accounting Policies to clarify accounting positions pertaining to the FR Y-9C and provide guidance to the business units and finance functions. * Prepared the Property and Casualty reporting gap analysis for the proposed FR 2085 insurance form in preparation for the FRB comment letter.

Education

hofstra university

hofstra university

banking

st. john's university

st. john's university

accounting

amy liao's Contact Information

Email

******@***.com

Phone

(**) *** ****

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