Phyllis Tsai

Phyllis Tsai has a diverse work experience in finance and reporting. Phyllis worked at Horace Mann as the Director of Finance & Reporting, where they were responsible for monthly and quarterly financial reporting, creating data-driven reports, and managing commission revenue processes. Prior to that, they worked at Withum as a Senior Manager, overseeing tax returns, financial statements, and bookkeeping for various clients. Phyllis also contributed to the marketing efforts by publishing articles and blogs.

Phyllis Tsai holds a Master of Business Administration (MBA) degree from Rutgers Business School, specializing in Finance and Supply Chain Management. Phyllis also completed their undergraduate studies at Rutgers Business School, earning a Bachelor of Science (BS) degree in Accounting. In addition to their academic achievements, Phyllis Tsai holds certifications as a Certified Public Accountant from the State of New Jersey, and as a Series 27 FINOP from FINRA.