Serves on GFOA's Committee on Accounting, Auditing, and Financial Reporting since 2022
His organization received GFOA’s Certificate of Achievement for Excellence in Financial Reporting for 2021FY
Contributions to the Profession/Jurisdiction
Revamped financial audit process, which enabled the completion ahead of deadlines; increased credit rating through asset liability management; led accounting transformation to streamline processes; launched new implementation to replace obsolete ERP system; and introduced co-sourced staffing to quickly activate new governmental programs
Named Crain’s 2023 Notable CFO
Named 2022 “CFO of the Year” Finalist – Financial Executives International Chicago Chapter
Involved with local community organizations including Chinese American Service League (current board member) and Midwest Asian Health Association
Past board member of the following Chicago organizations: The Friends of Downtown, Near South Planning Board, and West Loop Gate Organization
Member of American Banking Association, Financial Executives International, CFO Leadership Council, University of Chicago Development Committee, and The Hatchery Chicago
CPA, Licensed Real Estate Broker (Illinois)
Goals for GFOA
College and high school students in large numbers are seeking internships and co-ops. Many schools are seeking to provide work experience for their students. GFOA should expand scholarships because offering governmental career experiences at early stages will create more candidates in the future.
Education
Northwestern University–Kellogg School of Management, Master of Business Administration, Finance and Marketing Loyola University, Bachelor of Business Administration, Economics and Statistics