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Haobo Zhang
Accounting Manager/Investment Analyst
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Haobo Zhang

Accounting Manager/Investment Analyst
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Yintai Investment Company LLC
The Johns Hopkins University
Los Angeles, CA, USA

Professional Background

  • Current status
    Employed
  • Profession
  • Fields
    Accounting
  • Work experience
    2-4 years (2-4 years relevant)
  • Management
  • Skills
    Fianancial analysis
    Research Analysis
    Variance Analysis
    Financial Reporting
    Cash Flow Management
    Budgeting & Forecasting
    Investment Management
    Price Negotiations
    Price Quotes
    Price Analysis
    Property Management
    property investment
    Equity Investments and trading
    Equity Research Analysis
    Venture Capital
    Private Equity
  • Highest level of education
    Master

Job search preferences

  • Desired job type
    Full-time
    Interested in working remotely
  • Desired positions
    Financial Analyst
  • Desired work locations
  • Freelance
    Non-freelancer

Work Experience

Accounting Manager/Investment Analyst

Feb 2019 - Present
. Manage and lead Accounting Department, including daily bookkeeping and month-end close process, e.g. bank statements up to 8 accounts/credit cards reconciliation, cash flow maintenance/forecast, budgeting, AR/AP aging, fixed assets schedule, property taxes schedule, payroll register, reimbursement, etc. . Manage bank relationship business checking/brokerage/money market accounts, 30M+ . Prepare and manage incoming and outgoing wires/checks up to 23M+ . . Collaborate with tax professionals PWC, Crowe, etc. to prepare corporate income tax, sales & use tax and provisions, including federal and state and local taxes. Consult and seek tax savings advice proactively. . Coordinate and engage in various investment projects 200K - 30M including real estate, private equity funds and venture capital with a focus on high-tech, health care and entertainment/sports. Assist the executives in the execution of due diligence including valuation analysis, preliminary research, interviews, meeting memos, etc. . Handle Beverly Hills office administrative works. Manage and maintain vendors relationship, including price negotiations and keeping track of vendors information actively.

Staff Accountant

Oct 2017 - Feb 2019
1 yr 5 mos
. Prepared monthly financial statements. Performed variance analysis on corporate-wide revenue/expense fluctuations and provided proposals to Sr. Management. . Developed cash flow forecasting model. Reconciled and delivered weekly cash flow report to proactively monitor and manage cash shortages and surpluses. . Prepared weekly AR/Aging report to manage and ensure expedition of past due payment, AR days drop evidently. Organized and recorded AR, Payment entries and other general ledger transactions. . Performed monthly bank statements and credit cards reconciliation. Prepared journal entries and support work paper reconciliations for key balance sheet for monthly, quarterly and yearly close. . Maintained fixed assets depreciation schedule and assisted with creation and maintenance of allocations. . Assisted with preparation of financial data for annual and periodic audits.

Financial Analyst

Oct 2016 - Nov 2017
1 yr 2 mos
. Provided and supported Sr. Management with professional proposals through financial statements analysis including micro project performance analysis and macro corporate margin analysis. . Prepared and maintained annual, quarterly and monthly corporate budget, delivered monthly variance analysis to Sr. Management for budgetary and operational decision making. . Prepared IFRS reporting - Balance Sheet and P&L reporting package to parent company on a monthly basis. . Collaborated with operation managers and directors to design employee Comp Structures for 20+ lines of business and model the results to develop financial strategies. Audited Comp payroll process for over 3, 000 employees 2MM/week . Delivered weekly cost per hour by LOB analysis to maintain cost under constraints . Compiled and prepared ad-hoc projects and reports as needed.

Education

Master of Science (MS)
Master of Science in Finance
- 2016
Master of Business Administration (MBA)
Bachelor of Arts in Economics Minor in Actuarial Mathematics
- 2015