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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

职场能力评价

专业背景

  • 目前状态
    就职中
  • 专业
  • 产业
    会计
  • 工作年资
    2 到 4 年 (2 到 4 年相关工作经验)
  • 管理经历
  • 技能
    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
  • 最高学历
    硕士

求职偏好

  • 预期工作模式
    全职
    对远端工作有兴趣
  • 希望获得的职位
    Financial Analyst
  • 期望的工作地点
  • 接案服务
    不提供接案服务

工作经验

Accounting Manager/Investment Analyst

2019年2月 - 现在
. 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

2017年10月 - 2019年2月
1 年 5 个月
. 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

2016年10月 - 2017年11月
1 年 2 个月
. 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.

学历

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