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
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
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