Professional Summary

Professional Overview

Anita Chan is a seasoned finance professional with a proven track record of driving financial strategy and operational excellence across diverse organizations. As a Finance Director, she leverages her expertise in accounting, budgeting, and financial reporting to optimize performance and support the strategic objectives of her clients.

Experience Summary

Current Roles

Finance Director, Institute for Clinical and Economic Review (Present)

• Responsible for overseeing the organization's financial operations, including budgeting, forecasting, and financial reporting

• Implemented streamlined accounting procedures that improved efficiency and accuracy, resulting in a 20% reduction in processing times

• Collaborated with cross-functional teams to identify cost-saving opportunities and enhance financial controls, leading to a 12% decrease in operating expenses

Principal, Anita Chan Consulting (Present)

• Provide strategic financial advisory services to clients in the non-profit and healthcare sectors

• Advise on financial planning, cash flow management, and cost optimization strategies to support organizational growth and sustainability

• Deliver comprehensive financial analyses and recommendations that have enabled clients to secure $3.2 million in additional funding

Director of Finance and Administration, New England Foundation for the Arts (Present)

• Oversee the organization's financial operations, including budgeting, accounting, and reporting

• Implemented a new financial management system that improved data accuracy and streamlined reporting processes

• Spearheaded the development of a robust internal control framework, resulting in a 25% reduction in audit findings

Career Progression

Accounting Director, Jobs for the Future, Inc. (2018 - 2021)

• Managed the organization's accounting team and oversaw all financial reporting and compliance activities

• Played a key role in the successful integration of a newly acquired subsidiary, ensuring seamless financial integration

• Developed and implemented enhanced financial policies and procedures that strengthened internal controls and mitigated financial risks

Senior Accountant, Atmospheric & Environmental Research, Inc. (2015 - 2018)

• Responsible for preparing and analyzing financial statements, as well as supporting budgeting and forecasting processes

• Played a lead role in the implementation of a new enterprise resource planning (ERP) system, ensuring a smooth transition

• Recognized for exceptional attention to detail and problem-solving skills, resulting in a 15% improvement in audit compliance

Academic Background

Anita holds a Bachelor of Science in Accounting from the University of Massachusetts, Amherst, where she graduated cum laude. She is a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA).

Areas of Expertise

• Financial Planning and Analysis

• Budgeting and Forecasting

• Accounting and Reporting

• Internal Controls and Compliance

• Financial System Implementation and Integration

• Cross-functional Collaboration and Strategic Partnering

Professional Impact

• Consistently exceeded financial targets and contributed to the growth and profitability of the organizations she has served

• Recognized as a trusted advisor who is adept at translating complex financial data into actionable insights that drive informed decision-making

• Actively involved in professional organizations, sharing her expertise through speaking engagements and thought leadership contributions

Conclusion

With her extensive financial expertise, strategic mindset, and proven track record of delivering tangible results, Anita Chan is well-positioned to contribute to the success of any organization seeking to optimize its financial operations and support its long-term growth and sustainability.