Keyan Zhang
Montreal,Quebec
Summary
Detail-oriented Financial Planning Analyst with 4 years of experience in financial modeling, budgeting, forecasting, and variance analysis. Skilled in Power BI and advanced Excel functions to improve efficiency and reporting accuracy. Strong collaborator with cross-functional teams and senior leadership to drive financial insights, control costs, and support strategic decisions.
Overview
5
5
years of professional experience
Work History
Financial Planning Analyst
Aylo
02.2023 - Current
- Develop and optimize financial models for existing business units and newly launched products to support budgeting, forecasting, and strategic planning.
- Project revenue, Cost of Sales (COS), and Operating expenses for assigned business unit on a monthly and quarterly basis, and present insights and recommendations to senior management to assist with business decisions.
- Perform accurate monthly, quarterly and yearly variance analyses and report key findings to CFO.
- Design and maintain Power BI dashboards tracking COS and Operating Expenses to enhance financial visibility for VPs across departments.
- Collaborate with Sales, Business Intelligence, product and Accounting teams to develop and implement actionable recommendations for improving budget performance and reducing variances.
- Automate ad-hoc requests and month-end recurring tasks using advanced Excel formulas, increasing efficiency and minimizing manual effort.
Junior Financial Planning Analyst
Aylo
04.2022 - 02.2023
- Participate in the monthly budgeting and forecasting process.
- Prepare and maintain financial templates for monthly budget and estimate.
- Prepare month end recurring tasks and numerous ad-hoc requests to support the accounting team.
Fund Accountant
Maples Group
04.2021 - 03.2022
- Perform full-cycle accounting on a monthly basis for multiple funds (hedge funds, Fund of Fund, including equities, bonds, swaps, options, and futures) to deliver accurate NAV packages.
- Responsible for booking accounting entries and monthly accruals using accounting software, Geneva.
- Analyze broker statements, reconcile cash, positions, and other transactions, investigate and resolve discrepancies. Liaise with investment managers and other counterparties regarding trading activities.
- Ensure capital activities are properly booked in the system by verifying contract notes, dealing summaries, and side letters issued by investment managers.
- Assist in the audit process by preparing relevant accounting reports and supporting documents.
Education
Bachelor of Commerce - Major in Finance And Minor in Financial Reporting
Concordia University
Montreal12-2020
Skills
Computer Skills: Microsoft Excel, PowerPoint, Power BI, Power Query
Professional Skills: Financial analysis and forecasting, Problem-solving and strategic thinking, Data interpretation and insight generation, Process improvement and automation, Effective communication and presentation
Timeline
Financial Planning Analyst
Aylo
02.2023 - Current
Junior Financial Planning Analyst
Aylo
04.2022 - 02.2023
Fund Accountant
Maples Group
04.2021 - 03.2022
Bachelor of Commerce - Major in Finance And Minor in Financial Reporting
Concordia University