Denise Tran

Controller at The Terra Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US

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Credentials

  • CFA Level 1
    CFA Institute
    Apr, 2022
    - Nov, 2024
  • Corporate Finance: Robust Financial Modeling
    LinkedIn
    Feb, 2022
    - Nov, 2024
  • Financial Modeling Foundations
    LinkedIn
    Feb, 2022
    - Nov, 2024
  • Financial Modeling and Forecasting Financial Statements
    LinkedIn
    Feb, 2022
    - Nov, 2024
  • Understanding Capital Markets
    LinkedIn
    Feb, 2022
    - Nov, 2024
  • Master in Management, with a concentration in Strategy and Finance
    Harvard University
    May, 2021
    - Nov, 2024
  • BMC Certification
    Bloomberg LP
    Feb, 2021
    - Nov, 2024
  • Real Estate Broker - California
    California Department of Real Estate

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Controller
      • Mar 2019 - Present

      Planning, directing and executing all accounting operational functions. Managing and budgeting the cash flow of operations. Improve cost efficiency to ensure continuous process improvement by optimizing workflow. Collaborate with other business units to execute product development initiatives to stay on budget. I collaborate with other business units to execute product development initiatives, develop prototypes of new versions, and devise effective go-to-market plans. Responsible for uplifting cost efficiency and optimizing workflow. Maintain proactive involvement in networking activities to promote value and partnership credibility. Track new markets and emerging trends to gather actionable insights and conceive growth-focused strategies, imperative for sustaining business development in a competitive landscape. Show less

    • Director of Business Strategy and Financial Operations
      • Mar 2010 - Jan 2019

      Primary responsibility for managing the company's finances, including financial planning & strategy, management of financial risks, record-keeping, and financial reporting. Primary responsibility for managing the company's finances, including financial planning & strategy, management of financial risks, record-keeping, and financial reporting.

  • Wallstreet Mortgage Group
    • Tustin, California, United States
    • Finance Associate
      • Apr 2007 - Nov 2009

Education

  • Harvard University
    Master's degree, Management
  • Santa Clara University
    Bachelor of Science - BS, Operations Management Information Systems

Community

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