Yue (Anne) Yao, Cpa
About Yue (Anne) Yao, Cpa
Yue (Anne) Yao is a Senior Fund Accountant at Carta, where she has worked since 2022. She has a strong background in accounting and finance, with previous experience at EY and expertise in the outsourcing industry.
Work at Carta
Yue (Anne) Yao has been employed at Carta as a Senior Fund Accountant since 2022. In this role, she is responsible for managing fund accounting tasks, utilizing her expertise in the outsourcing and offshoring industry. Her position is based in the San Francisco Bay Area, where she has contributed to the company's financial operations for two years.
Previous Experience at EY
Before joining Carta, Yue worked at EY as a Senior Tax Associate from 2021 to 2022. During her eight-month tenure, she focused on tax-related responsibilities, applying her knowledge in accounting and finance. This experience enhanced her skills in financial analysis and compliance within a prominent global firm.
Educational Background
Yue studied at the University of London, where she earned a Bachelor of Science in Economics and Finance from 2011 to 2014. She furthered her education at the University of California, Irvine - The Paul Merage School of Business, obtaining a Master of Professional Accountancy from 2016 to 2017. This academic foundation supports her professional expertise in accounting.
Career History in Accounting
Yue has a diverse background in accounting roles prior to her current position. She served as a Staff Accountant at Alorica from 2016 to 2017 and worked as an Accounts Payable Specialist at JIMWAY INC from 2014 to 2016. These positions provided her with substantial experience in accounts payable and financial management.
Technical Skills
Yue possesses strong skills in Microsoft Excel and Microsoft Word, which are essential tools in her accounting work. Her proficiency in these applications enhances her ability to analyze financial data and prepare reports effectively.