Name: David Jessica "DaveJess" ChenLiu
Age: 35 26
Education: M.S. in Information Systems Management from Carnegie Mellon University Master's in Accounting from University of North Carolina, B.S. in Computer Science Finance from the University of California, BerkeleyPennsylvania State University
Professional Background:
10+ 2-4 years of experience in product management within the technology industrypublic accounting, with a focus on cybersecurity audit and SaaS solutionsassurance services.
Focus areas: Product strategy, roadmap development, feature prioritization, user experience design, and go-to-market planningExecuting audit procedures, preparing workpapers, conducting fieldwork, and testing internal controls.
Previous roles: Senior Product Manager Audit Associate at a cybersecurity startup, Product Owner at a large software company, Product Marketing Manager at a cloud security providerBig Four accounting firm, Staff Accountant at a regional accounting firm.
Special certifications or skills: Pragmatic Marketing Certified, Agile Certified Product Manager (PMI-ACP)
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CPA candidate (actively pursuing certification), proficient in audit software and data analysis tools.
Industry: Accounting and Audit
Responsibilities:
Define and execute the product vision and strategy for the ISV's security solutions.
Conduct market research and competitive analysis to identify customer needs and market trends.
Develop and manage the product roadmap, prioritizing features and enhancements.
Collaborate with engineering, design, marketing, and sales teams to bring new products and features to market.
Gather and analyze customer feedback to drive continuous product improvement.
Goals:
Deliver innovative and differentiated security solutions that meet customer needs and exceed expectations.
Drive product adoption and usage to increase market share and revenue.
Foster a customer-centric culture within the product team and organization.
Challenges:
Balancing the needs of different stakeholders, including customers, partners, executives, and engineering teams.
Prioritizing features and enhancements in a fast-paced and competitive market.
Managing product development timelines and budgets effectively.
Motivations:
Creating products that have a positive impact on people's lives and businesses.
Solving complex problems and finding elegant solutions.
Building a high-performing product team that delivers exceptional results.
Tech-Savviness:
Highly tech-savvy with a deep understanding of software development, cloud technologies, and cybersecurity concepts.
Proficient in using various product management tools, such as Jira, Confluence, and product analytics platforms.
Able to translate technical requirements into user-friendly product features and functionality.
Behavioral Traits:
Customer-centric and focused on understanding and solving user problems.
Data-driven and analytical, using insights to inform product decisions.
Collaborative and able to work effectively with cross-functional teams.
Passionate about technology and its potential to improve security and compliance.
Sources of Information:
Customer feedback and surveys
Market research reports and industry publications
Competitive analysis and benchmarking
Networking with industry peers and experts
Quote:
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Execute audit procedures under the supervision of Audit Managers and Seniors.
Prepare clear and concise audit workpapers that document the work performed and support audit conclusions.
Conduct fieldwork at client sites, including interviewing client personnel, testing internal controls, and reviewing financial records.
Identify and communicate potential audit issues and control deficiencies to supervisors.
Contribute to the preparation of audit reports and other deliverables.
Goals:
Develop strong audit skills and knowledge through hands-on experience and continuous learning.
Gain exposure to a variety of industries and audit areas.
Build strong relationships with colleagues and clients.
Progress in their career and achieve professional certifications (e.g., CPA).
Challenges:
Balancing multiple audit assignments with tight deadlines.
Adapting to different client environments and industries.
Dealing with complex accounting and audit concepts.
Communicating effectively with clients and senior team members.
Motivations:
Gaining valuable experience in the audit profession and building a foundation for a successful career.
Learning from experienced colleagues and mentors.
Contributing to the team's success and delivering high-quality client audit services.
Making a positive impact on the accuracy and reliability of financial reporting.
Tech-Savviness:
Proficient in using audit software (e.g., ACL, IDEA), Microsoft Office suite, and data analysis tools.
Adaptable to new technologies and eager to learn new tools and techniques.
Open to using technology to improve audit efficiency and effectiveness.
Behavioral Traits:
Detail-oriented and organized, with a focus on accuracy and quality.
Eager to learn and willing to take on new challenges.
Team player and collaborative, able to work effectively with colleagues and clients.
Strong work ethic and commitment to meeting deadlines.
Inquisitive, seeking to understand the underlying reasons behind financial transactions and events.
Sources of Information:
Professional auditing standards and guidelines (e.g., PCAOB, AICPA).
Internal training materials and resources provided by the firm.
Mentorship and guidance from senior colleagues.
Online resources and forums for audit professionals.
Quote:
"I'm excited about the opportunity to learn and grow in the audit profession. By working on diverse engagements and collaborating with experienced colleagues, I can develop the skills and knowledge needed to make a meaningful contribution to the field."