Shuo Zhang
Senior Financial Analyst
Toronto,ON
Summary
Experienced Financial Analyst of 6+ years with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management, and financial/data reconciliation. Develops and maintains high standards of quality and issue resolution through effective communication.
Overview
6
6
years of professional experience
Work History
Senior Financial Analyst
Textnow, Inc
07.2021 - 08.2022
- Designed and established forecasting and budgeting cycle for a $100M+ annual revenue start-up company with focus on 2 major departments (Business Operations and Growth/Marketing).
- Collected data and developed detailed spreadsheets to manage salary cap for 200+ headcount as well as maintaining financial planning models with a focus on income statements.
- Reviewed statistical information specific to CPMs, DAUs, ARPU, LTV and CAC to help determine financial trends and set quarterly/annual targets.
Lead Labour Financial Analyst
IBM – Infrastructure Services
04.2020 - 07.2021
- Managed and oversaw monthly labour cost pools of $10M and ensured proper cost recoveries to multiple lines of business
- Conducted thorough analyses on 3500+ headcount leading to Resource Actions and other cost- cutting initiatives resulting in $4M annual savings
- Created an automated template to assist in the calculation of a $2M monthly accrual utilizing PowerQuery
- Constructed a quarterly labour transformation deck that provided financial insights on rates and FTEs for
Lead Financial Analyst
IBM, Financial Services Sector
06.2018 - 04.2020
- Managed two teams of 2 as the Lead FA for Bank of Nova Scotia ($65M Annual Rev) and Manulife
- Financial ($32M Annual Rev)
- Conducted weekly profit, revenue, and roadmap reviews with Leaders and Finance Executives to track quota attainment, and project milestones
- Facilitated in the registration of a $150M contract extension and a $180M contract renewal ensuring accurate backlog recognition as well as resolving pain-points from previous contract
- Revamped forecasting models to be more consistent in delivering a clearer and more meaningful message to Project Executives during financial reviews and analyses
- Held monthly invoice reviews with internal leaders to develop transparency and enhance overall communication amongst different service lines with regards to billing and bottom-line performance.
Education
Bachelor of Business Administration - Finance
Wilfrid Laurier University
Skills
Financial and operational reporting
Financial modeling
Budgeting
Annual budgets
Revenue trend analysis
KPI management
Expense reduction
Growth projections
Variance reporting
Data Collection & Research
Account Reconciliation
Excellent attention to detail
General ledger accounting
Revenue stream identification
Data trending
Microsoft Excel
VBA
Power Query
SQL
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Voltaire
Timeline
Senior Financial Analyst
Textnow, Inc
07.2021 - 08.2022
Lead Labour Financial Analyst
IBM – Infrastructure Services
04.2020 - 07.2021
Lead Financial Analyst
IBM, Financial Services Sector
06.2018 - 04.2020
Bachelor of Business Administration - Finance
Wilfrid Laurier University