Rachel Lai

Financial Planning And Analysis Manager at Addepar

Rachel Lai is a finance professional with extensive experience in financial planning and analysis, accounts receivable, and financial reporting. Since July 2017, Rachel has held various positions at Addepar, advancing from A/R Accountant to Financial Planning and Analysis Manager. Prior to joining Addepar, Rachel worked as an Accounts Receivable Specialist at NSG Technology, Inc., where responsibilities included managing billings and monitoring customer accounts. Earlier experience includes serving as a Finance Specialist at BenQ Latin America Corporation, where Rachel maintained financial records, prepared reconciliations and financial reports, and collaborated with customer service and IT teams. Rachel holds a Master's degree in Finance from The Johns Hopkins University - Carey Business School, completed in 2013.

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Mountain View, United States

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Addepar

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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.


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501-1,000

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