Xu Catherine
Senior Controller@ GI Partners
Ridgefield, Connecticut, United States
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Xu Catherine is a highly motivated senior finance professional with 29.3 years of experience. Based in the United States, she has a strong knowledge of finance across Investment bank and Wealth Management America Business. Xu Catherine is skilled in cost management, financial planning, and analysis, with a detailed understanding of IT, Real Estate, Operations, Procurement, and financial advisor compensation. She is also experienced in finance transformation through shared services, automation, outsourcing, and offshoring. With a technical accounting expertise and control focus, Xu Catherine excels in issue resolution, process improvement, and resource efficiency.
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Emails and Phone Numbers

@gipartners.com
@gipartners.com
+1 415688****
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About

I am a highly motivated senior finance professional with private equity, legal entity, cost and compensation management and project experience, working in a global, regulated and challenge environment. Particular strengths include: - Strong knowledge of finance across Investment bank and Wealth Management America Business - Business partnering, supporting multiple business lines and functional heads. - Cost management including financial planning, budgeting and analysis, with detailed understanding of IT, Real Estate, Operations, Procurement, financial advisor compensation, pensions and allocation. - Leadership of finance transformation through shared services, automation, outsourcing and offshoring. - Strong technical accounting expertise and control focus. - Ability to apply extensive finance experiences for issue resolution, process improvement and refinement, resulting in significant resource efficiency. - Ability to manage multiple projects in a fast-paced work setting Asset Management Investment Bank Corporate Finance Wealth Management Private Equity Accounting Finance Transformation Project Management Process Improvement Budgeting / Forecasting

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Work Experience

US

Financial Services

204
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Xu Catherine's Professional Milestones

  • Executive Director (2017-01-01~2018-01-01): Driving strategic initiatives and achieving unprecedented success through effective leadership and effective decision-making.
  • Senior Controller (2021-04-01~2022-02-01): Efficiently managed financial data, ensuring compliance with regulatory requirements and delivering excellent results.
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Education

Northeastern University
Northeastern University

Bachelors,

Bachelor Of Business Administration,

Business Administration And Management,

General

1989-1994