Anneliese Luo

Financial Reporting Senior Consultant at Equity Methods

Anneliese (Xiyu) Luo is a Financial Reporting Consultant at Equity Methods, with prior experience as a Financial Reporting Analyst in the same company. Anneliese's professional background includes roles such as Transfer Pricing Analyst at CrossBorder Solutions and Transfer Pricing Consultant at Breslin Consulting, LLC. Anneliese has also gained valuable experience as a Private Equity Intern at Search Fund Accelerator, focusing on acquisition targets, and as a Leadership Fellow at Brandeis International Business School, where Anneliese co-led the International Business Women's Club. Anneliese's past internships include financial consulting at Klarity, market analysis at MetLife, and security analysis at AXA Financial, where Anneliese led a winning analysis team. Anneliese holds a Master of Science in Finance from Brandeis International Business School and a Bachelor of Business Administration from Central South University, along with an exchange program at the Illinois Institute of Technology.

Location

Scottsdale, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


Equity Methods

Equity Methods provides valuation, financial reporting, and human resources advisory services related to equity compensation and other complex securities. At Equity Methods, we believe in the power of equity-based compensation to advance a company’s strategy. We tailor reports and the processes that produce them to your specific award type, compliance objectives, reporting requirements, and systems. Since 1998, we have assisted 29 Fortune 100 companies and over 400 clients with their most pressing equity compensation valuation and reporting challenges. From pre-grant Monte Carlo modeling for relative TSR awards to end-to-end financial reporting, we’re dedicated to bringing insight, control, and expanded capability to financial reporting. The Equity Methods team is proud to have been rated first among financial reporting service providers for client satisfaction and loyalty in the 2020 Group Five Stock Plan Administration Benchmarking Study. We're seeking collaborative, intellectually curious professionals for a variety of roles. Please apply online at http://www.equitymethods.com/careers.


Industries

Employees

51-200

Links