Sunny Chen
CFO for growth stage tech companies and M&A activities
- Role
- Chief Financial Officer at Roots
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Sunny Chen
20 years’ experience in strategic planning, topline growth, fundraising, M&A due diligence, FP & A, and accounting.• Strategic partner to CEO and executives on long range plan, growth trajectory, and profitability roadmap• Strong Leadership in building up teams, and implementing scalable processes in fast-growth, startup companies.• Extensive experience partnering with investors, board, and cross-group collaborations.Specialties: Team management Team Development and Collaboration, across cultures and organizationsRisk management Financial modeling & analysisFinancial PlanningBudget, ForecastCapital MarketTreasury management GAAPSAAS Revenue recognition
Experience
Chief Financial Officer
Dec 2024 — Present · NY, US
Roots AI is a Series B InsurTech company providing AI-powered digital coworkers that automate insurance and financial services operation
Education
Seattle University
Master of Business Administration (MBA), Finance
2008 — 2012
McGill University
Gradute Degree, Accounting
2004 — 2006
Skills
- Corporate Finance
- Internal Audit
- Process Improvement
- Account Reconciliation
- Sarbanes-Oxley Act
- Cash Flow
- Financial Statements
- Internal Controls
- Financial Forecasting
- Auditing
- Forecasting
- Variance Analysis
- Project Management
- Financial Reporting
- Consulting
- Analysis
- Treasury
- Governance
- Accounts Receivable
- Executive Management
- Financial Risk
- Business Planning
- Financial Modeling
- General Ledger
- Enterprise Risk Management
- Risk Management
- Financial Planning
- Generally Accepted Accounting Principles (Gaap)
- Business Process
- Accounting
- Strategic Financial Planning
- Business Analysis
- Budgets
- Financial Analysis
- Accounts Payable
- Finance
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