Jacob Liu, Cpa (Inactive), MBA
About Jacob Liu, Cpa (Inactive), MBA
Jacob Liu is a finance professional with an MBA and extensive experience in various accounting and financial roles. He currently serves as Vice President - Finance Manager II at City National Bank and has held positions at notable firms including Deloitte Consulting and Houlihan Lokey.
Current Role at City National Bank
Jacob Liu serves as Vice President - Finance Manager II at City National Bank. He has held this position since 2022, contributing to the financial management team in the Los Angeles Metropolitan Area. His role involves overseeing financial operations and ensuring effective financial strategies are implemented within the organization.
Previous Experience in Finance and Accounting
Jacob Liu has extensive experience in finance and accounting. He worked at Deloitte Consulting as a Senior Consultant from 2017 to 2022, focusing on engagement control and financial management. Prior to that, he held positions at Houlihan Lokey as Accounting Manager from 2012 to 2017, and at WisdomTools as Full Charge Lead Accountant from 2010 to 2012. His career also includes roles as a Financial Analyst at The Indianapolis Star and as a Staff Accountant at Kaplan Financial.
Educational Background in Business and Accounting
Jacob Liu earned his Master of Business Administration (MBA) from the Indiana University - Kelley School of Business, where he studied from 2005 to 2007. He also holds a Bachelor of Science (B.S.) in Business - Accounting from Indiana University Bloomington, completed from 2002 to 2005. His education has provided a strong foundation in business principles and accounting practices.
Skills and Expertise in Financial Management
Jacob Liu possesses effective communication skills developed through collaboration in team environments and interactions with executive leadership. He has a strong background in developing thought leadership and innovation ideas, particularly in the area of business process improvements. His expertise supports his ability to drive financial strategies and enhance operational efficiency.