Denise Tran
Controller at The Terra Fund- Claim this Profile
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Topline Score
Bio
Credentials
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CFA Level 1
CFA InstituteApr, 2022- Nov, 2024 -
Corporate Finance: Robust Financial Modeling
LinkedInFeb, 2022- Nov, 2024 -
Financial Modeling Foundations
LinkedInFeb, 2022- Nov, 2024 -
Financial Modeling and Forecasting Financial Statements
LinkedInFeb, 2022- Nov, 2024 -
Understanding Capital Markets
LinkedInFeb, 2022- Nov, 2024 -
Master in Management, with a concentration in Strategy and Finance
Harvard UniversityMay, 2021- Nov, 2024 -
BMC Certification
Bloomberg LPFeb, 2021- Nov, 2024 -
Real Estate Broker - California
California Department of Real Estate
Experience
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The Terra Fund
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United States
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Financial Services
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1 - 100 Employee
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Controller
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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
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Director of Business Strategy and Financial Operations
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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.
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Wallstreet Mortgage Group
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Tustin, California, United States
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Finance Associate
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Apr 2007 - Nov 2009
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Education
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Harvard University
Master's degree, Management -
Santa Clara University
Bachelor of Science - BS, Operations Management Information Systems