Loretta Chen

Loretta Chen has extensive work experience in finance and accounting roles. Loretta currently works as an Assistant Controller at MasterClass. Prior to that, they worked at Resident as an Assistant Controller, where they led all aspects of monthly close and managed weekly cash. Loretta also developed SOX compliant controls and procedures for IPO readiness and played a key role in managing relationships with external auditors and tax preparers.

Before joining Resident, Loretta worked at Kitty Hawk as a Controller, where they managed the accounting function and oversaw full-cycle month-end close and daily accounting operations. Loretta also worked as a Senior Manager, where they provided hands-on coordination of day-to-day accounting operations and interacted with various business units to manage working capital and ensure proper accounting treatment.

Loretta's previous experience includes roles as Controller at Paine Schwartz Partners, Fund Accounting Manager at Tesla, and Controller at Carmenta Bioscience. Loretta also worked as a Controller at Nokia Growth Partners and in accounting and finance at Venrock Associates. Earlier in their career, they worked in fund accounting at Citco Fund Services and in trade settlements and operations at HSBC Global Asset Management.

Throughout their career, Loretta has demonstrated strong financial acumen, leadership skills, and the ability to drive process improvements and scale accounting infrastructures. Loretta has experience in various industries, including specialty food & agriculture, biotechnology, venture capital, and global asset management.

Loretta Chen has a strong educational background in business and finance. Loretta obtained their Bachelor of Business Administration (BBA) degree, specializing in Accounting and Finance, from the University of Toronto from 1998 to 2002. Later, Chen pursued further education and completed their Master of Business Administration (MBA) degree with a focus on Investment Management and Alternative Asset Management (Private Equity) from Columbia Business School, graduating in 2013. Additionally, they obtained another MBA degree from the Haas School of Business at the University of California, Berkeley from 2011 to 2013, where they specialized in Corporate Finance and Private Equity. In 2007, Chen completed their certification as a Chartered Professional Accountant (CPA) through CPA Canada. More recently, in 2019, they completed the Agile MBA program at The Job Hackers, although the specific field of study for this degree is not provided.