Yufei (Helen) Wu
SR. ASSOCIATE
Helen is a detail-oriented professional with a Master’s in Accountancy and hands-on experience supporting clients across financial reporting, accounts payable, and data analytics functions. With a foundation in accounting and early Big 4 exposure, she brings a hybrid of financial and technical expertise to her engagements. Helen has contributed to ERP transformation projects, built data workflows in Alteryx to automate reconciliations across multiple states, and developed AP/AR dashboards in Tableau and Power BI. Her experience spans SOX reporting support, system integrations, and IT audit assistance, and she collaborates seamlessly with both onshore and offshore teams to drive process improvements and deliver accurate, timely insights.
CREDENTIALS
- Alteryx Designer Core Certification
- Tableau Desktop Specialist
EDUCATION
- Wake Forest University — Master’s in Accountancy
- University of California Irvine — Bachelor’s in Business Economics