Jonathan Wong

Associate Product Controller @Goldman Sachs

Salt Lake City, UT, US

Oversee daily and month-end close activities by reconciling subledger accounts, ensuring accurate product valuation, appropriate accounting treatment, and compliance with GAAP and regulatory requirements- Review and analyze general ledger, subledger, and balance sheet fluctuations, preparing variance analysis to explain key drivers of financial performance- Prepare and deliver month-end and quarter-end financial reporting, including P&L attribution, balance sheet movements, and commentary on significant trends to senior leadership- Coordinate and review reconciliations of risk accounts and portfolio exposures exceeding variance thresholds, ensuring accuracy, transparency, and proper documentation for internal and external reporting- Partner with auditors, Compliance, and internal stakeholders to resolve complex accounting and reconciliation issues, providing detailed supporting schedules and ensuring adherence to regulatory controls- Lead process improvement initiatives by automating internal pricing reconciliations and financial reports through Reuters data integration and VBA in Excel, reducing manual processing time by over 85% and enhancing reporting efficiency- Mentor and train new hires by leading yearly training programs, knowledge-sharing sessions, and hands-on supervision during onboarding, fostering technical expertise and a culture of accountability- Conduct research and prepare documentation on financial reporting policies, accounting treatments, and emerging regulations to assess impact on firm reporting practices

University of California, Riverside

Business Administration and Finance

University of California, Riverside

Bachelor of Science, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES