Justine Liu, CFA, CPA

Investment Reporting Director at A-CAP

Justine Liu, CFA, CPA has extensive experience in the finance and accounting industries. Justine began their career in 2012 as a Certified Public Accountant at C.G. Uhlenberg LLP. In 2014, Justine joined KPMG US as an Associate - Risk Analytics Securitization and was later promoted to Senior Associate and Advisory Manager - Risk Assurance Securitization. In their role at KPMG, Justine was responsible for leading modelers and managing an engagement team to assist financial institutions in the analysis and execution of auto and student loan Asset-Backed Securities (ABS) issuances. Justine also leveraged technical skills in Excel and VBA script to create collateral and bond cash flows for ABS offering, as well as performing fair value analyses of various types of fixed income securities. In 2021, Justine joined A-CAP as an Investment Reporting Director and Financial Reporting Analyst.

Justine Liu, CFA, CPA has an extensive education history. Justine holds a Bachelor of Business Administration in International Business from National Taiwan University, a Master of Science in Finance from the University of Illinois Urbana-Champaign, and a Master of Science in Accountancy from the University of Illinois Urbana-Champaign. In addition, they have obtained several certifications, including Data Analytics for Business Professionals from LinkedIn in December 2020, CFA from CFA Institute in September 2017, Certified Public Accountant from the New York Education Department Office of the Professions in December 2018, and Certified Public Accountant from the Illinois Department of Financial and Professional Regulation in June 2011.

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Manager

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Timeline

  • Investment Reporting Director

    September, 2022 - present

  • Financial Reporting Analyst

    July, 2021

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