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Dear Accountant


Nov 2, 2021

When I was young growing up in Hong Kong, I was fascinated by the glamour of wall street and all the professionals dressing up in suits - I never imagined myself making it to New York City!! So when I graduated with my business degree in finance and economics, I also got my CPA - who would have thought having accounting and finance skills under my belt can be so powerful to open up my world in financial capital markets globally, and allowed me to continue to evolve and become an entrepreneur. I love this industry and I continued to be amazed by all the growth and opportunities.

The financial markets basically exist to bring people together so money flows to where it is needed most. So often people think all the people who are crushing it out there in the financial world are the finance guys - but hey there are actually a lot of us cool bean counters not only counting beans but growing them for businesses to flourish.

I am so excited to have David Sarfas as our guest this week to talk about his international career journey, the financial capital markets and so much more! For those of you who are interested in exploring the many career options in financial services - this conversation will provide a lot more colors, insights and perspectives!

 

ABOUT OUR GUEST, DAVID SARFAS

David is the Managing Director and Head of Private Capital at Intertrust Group. He has three decades of experience serving the alternative asset industry. He’s worked at the big 4 accounting firm, global investment bank, fund administration services in different capacities. His experience covers a wide range of business issues and processes which includes financial and accounting due diligence, structuring and valuing transactions and investment banking services for alternative asset management industry participants.

David's Linkedin: https://www.linkedin.com/in/sarfas/

 

ABOUT CECE LEUNG, CPA

Cecilia "Cece" Leung is a finance executive and CFO advisor to growing businesses who are ready to scale up financially and get ready for next-level opportunities. Cece is the founding partner of The Entrepreneur CFO, a global professional advisory firm helping growing companies with strategic decision making as they become financially and operationally ready for their next big thing. With fluency in Mandarin, Cantonese and English, paired with two decades of international financial services experience in New York, London, Switzerland, Hong Kong and China, Cece has worked with prominent firms including JP Morgan, PricewaterhouseCoopers, and Ernst & Young, offering the best in-class solutions to Fortune 500 and growing companies worldwide. Cece is the author of the book Dear Accountant: Stories, Advice and Explorations, which offers up-and-coming professionals valuable insights and perspectives about the many career paths and opportunities under the accounting and finance umbrella.

 

Personal Website: www.ceceleung.com

Book Website: www.dearaccountantbook.com

The Entrepreneur CFO website: www.ecfopro.com

Coaching, Training and Workshop: https://www.ecfopro.com/training-and-coaching/

PR, Media and Collab: https://www.ceceleung.com/media

Podcast Blog: https://www.ceceleung.com/blog

Linkedin: https://www.linkedin.com/in/ceceleung/