Chelsea Chen, CPA

Critic
DISC Type : C

Fund Controller, Vice President at Hamilton Lane

Greater Philadelphia, United States

Overview

Chelsea Chen is a Fund Controller and Vice President at Hamilton Lane, specializing in fund accounting and financial reporting for alternative investments. A Certified Public Accountant, she began her career at PwC and EY before moving to BlackRock and then to her current role, leveraging her Master of Science from Hofstra University.

Chelsea recently celebrated starting her new senior position as Vice President and Fund Controller with Hamilton Lane.

Personality Overview

Objective Thinker

Precise

Negotiator

They don’t appreciate bells and whistles unless backed by data.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Fund Accounting
Her career is centered on fund accounting, financial reporting, and overseeing audit processes for alternative investment products at firms like Hamilton Lane and BlackRock.
Alternative Investments
She has deep experience managing the financial and reporting aspects of alternative products, including private equity and real estate funds.
Career Progression
She publicly announced her new role as Vice President at Hamilton Lane, showing that she values professional growth and celebrating career milestones.

Media Appearances

Chelsea has no verified media appearances

Work History

11-2024
Fund Controller, Vice President at Hamilton Lane
1-2022 - 11-2024
Vice President - Alternative Funds Financial Reporting at BlackRock
10-2017 - 12-2021
Associate - Alternative Funds Financial Reporting at BlackRock
1-2016 - 10-2017
Senior Assurance Associate - Financial Service at EY
10-2013 - 12-2015
Assurance Associate - Asset Managment Group at PricewaterhouseCoopers LLP

Education

1-2012 - 8-2013
Master of Science from Hofstra University
9-2007 - 9-2011
Bachelor's degree from Beijing University of Technology

More Information

Social Presence :

Prographics :

Exp : 13 Location : Greater Philadelphia, United States Job Level : Senior Designation : Fund Controller, Vice President at Hamilton Lane
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Insights For Selling To Chelsea

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be formal and objective, they will appreciate it more
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chelsea is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Chelsea

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Chelsea move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Chelsea take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Chelsea

Personality Compatibility


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