Alice Li, CPA, MBA

Alice Li, CPA, MBA

Legal Entity Controller (Eaton Vance acquired by Morgan Stanley) @ Morgan Stanley

About

I have proven ability to work well both independently and collaboratively in a fast-paced, dynamic team environment. I helped companies prepare timely and accurate reporting utilizing my extensive experiences in managing all aspects of accounting close, International accounting, SOX compliance, financial and regulatory audits, compliance and regulatory reporting for both US and international legal entities. I managed and mentored a team of 6 and worked with external over-seas accounting administrators to execute various accounting functions. Experiences with merger acquisitions and various foreign GAAP accounting and reporting. I work effectively with members of the accounting team and among various departments and am the go-to person for all finance and regulatory compliance matters. I prepare and provide senior management with forecast and budget, forward looking, meaningful insight and analysis to arm them with information in order to react more proactively to what is going on in the business. I demonstrate solid understanding between systems, source data, and accounting and utilize my strong data analytic skills in preparing various complex financial analysis to support internal and external financial reporting requirements. I work collaboratively with other stakeholders in executing numerous cross-functional projects to support departmental goals such as accelerated the accounting close by 50% to 4 business days. Over the years, I have developed a deep passion for the education industry as our future depends on our younger generation. I wanted to give back to our society in a meaningful way by leverage my skills that I obtained throughout my career to make value added services to the colleges and universities.

Country

United States

City

Suffolk County

Industry

Investment Management

Skill

General Ledgers, Financial Accounting, Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Generally Accepted Accounting Principles (GAAP), Financial Systems Implementation, Project Management, U.K. Generally Accepted Accounting Principles (GAAP), FCA, ICAAP, Presentations, Key Performance Indicators, KPI Reporting, Financial Results, Financial Planning, Financial Concepts, Business Partner Support, Budgeting, Financial Reporting

Experience

Morgan Stanley

Legal Entity Controller (Eaton Vance acquired by Morgan Stanley)

Morgan Stanley

LinkedIn
2022-1 - 2023-11 · 1 yr 11 mos

Boston, Massachusetts, United States

Reporting to Investment Management global corporate controls and planning team accountable for 13 legacy Eaton Vance legal entities’ accounting close and financial reporting. Managed a team of 2 direct reports.

Eaton Vance

Divisional Controller

Eaton Vance

LinkedIn
2008-3 - 2022-1 · 13 yrs 11 mos

2 International Place Boston MA 02110

Reporting to Director of Accounting as part of the Finance and Accounting team. Responsible for day-to-day broker dealer and 8 regulated legal entities’ accounting close, financial reporting, planning and analysis functions. Managed, developed, and mentored a team of 7 accounting professionals. PREVIOUS PROFESSIONAL EXPERIENCE: -Palladium Group Inc., Lincoln MA, Divisional Controller -Top Layer Networks Inc., Southborough, MA, Accounting Manager -Sitara Networks Inc., Waltham MA, Accounting Manager -Liberty Mutual Group, Boston MA, Supervising accountant

Education

Suffolk University - Sawyer Business School

Suffolk University - Sawyer Business School

LinkedIn

MBA

2002 - 2006 · 4 yrs
University of Massachusetts Amherst

University of Massachusetts Amherst

LinkedIn

Accounting

1991 - 1995 · 4 yrs

Alice Li, CPA, MBA's Contact Information

Email

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

Phone

(**) *** ****

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