Tracy Leung
Vice President of Finance And Operations at Terrace Consulting, Inc.- Claim this Profile
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Credentials
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Certified ScrumMaster (CSM)
Scrum AllianceJul, 2020- Sep, 2024
Experience
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Terrace Consulting, Inc.
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Vice President of Finance And Operations
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Sep 2021 - Present
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Director of Finance, HR, and Operations
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Sep 2018 - Aug 2021
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Finance, HR & Operations Manager
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Apr 2015 - Aug 2018
Accounting & Finance:• Responsible for the preparation of monthly reporting; bank reconciliation, cost allocation, depreciation, deferred revenue monthly liabilities and payroll statements• Review, approve, prepare and process bi-weekly payroll • Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy and completeness • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs• Daily accounting operations of invoicing, accounts receivable, accounts payable and expense reportsHuman Resources:• Experience in employee recruitment and retention, staff development, mediation, conflict resolution, benefits and compensation, HR policies development and legal compliance• Handle and prepare staff’s annual performance reviews with staff manager and create employee goals to position staff for success• Recordkeeper of HR files both soft and hard copy of each active and terminated staff, employment history, benefits, and PTO balances • First point of contact in recruitment process and information of company’s medical/dental/commuter benefits, staff verification, and references• Set up new employees with onboarding package of asset, software licenses and passwords, building access, benefit enrollment and orientation• Assist new and active employees in processing H1-B Visas, Green Cards, and EADs• Plan and hold company job fairs, team building events and annual reviewsOperations and Support:• Oversee and maintain company licenses, workers comp, business insurance and city and state filings• Administer company’s client project and employee time tracking system • Administer cloud based email system, phone system, software licenses and programs• Enroll and track staff certifications• Liaison to building management and vendors Show less
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Sugarmade, Inc.
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United States
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Paper & Forest Products
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1 - 100 Employee
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Finance and Operations
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2008 - 2011
• Hands-on in launching the company from ground zero • Prepare and complete city and state filings, USPTO trademark applications and bank set up • Collaborated and connected with vendors to sell, promote and cross promote products via website and stores • Create press packets and marketing material for circulation • Point of contact for product logistics storage and shipping facility • Assist in website design and company branding • Set up accounting protocols and process A/R, A/P, invoicing and payroll • Set up new hires with paperwork, email accounts and employee materials • Company successfully acquired by VC in 2010, ticker: SGMD Show less
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Prudential California Realty
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United States
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Real Estate
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1 - 100 Employee
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Office Manager / Realtor
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2005 - 2011
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TechTV
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Broadcast Media Production and Distribution
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Media Transcriber (Contract)
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May 2002 - Oct 2004
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SAIC
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Defense and Space Manufacturing
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1 - 100 Employee
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Administrative Assistant (Contract)
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Oct 2000 - Feb 2002
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Nippon Express Travel USA
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United States
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Hospitality
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1 - 100 Employee
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Sales Coordinator
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1999 - 2000
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Education
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Golden Gate University
Master of Business Administration (MBA), Accounting and Business Analytics -
Golden Gate University
Bachelor’s Degree, Business Administration and Management