GFOA Activities

• GFOA member for three years
• 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