Customer Service Management
Resume:
LINDSEY ZHANG
Irvine, CA *****
Tel: 949-***-****
Email:
*******.*****@*****.***
1
Results-oriented financial professional with 12 years of experience
and proven track record in financial modeling; corporate
budgeting/forecasting; strategic planning & analysis; cost savings and
market analysis in both health care and commercial banking industries.
Proven strengths in meeting goals and producing bottom line oriented
team efforts through excellent interpersonal, motivational and
communication skills. Expertise includes:
. Budgeting & Forecasting
. Reporting & Modeling
. Performance Measurement
. Activity Based Costing
. Cost Savings Analysis
. Capital Project Analysis
. Trend Analysis
. Market/Closure Analysis
. Mergers & Acquisitions
. Hyperion Essbase
. PeopleSoft, Cognos
. Business Objects, Ariba
. MS Office Suite
. Statistical Modeling
. SAP, BPC, Oracle ERP
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4 PROFESSIONAL PROFILE
Financial Consultant (Contract)
Altegrity - Irvine, CA 2011 -
Present
Reported to Manager FP&A, responsible for preparing/reviewing a
variety of complex financial data and assist in maintaining and
updating company financial models and forecasts, in addition to
performing ad hoc analysis to support the financial planning process
and performances
Experian Global - Costa Mesa, CA 2009 -
2010
Reported to Vice President of Global Sourcing, responsible for
creating and developing a corporate wide financial system to capture;
benchmark and analyze Experian's global procurement activities and
performances through:
. Coordinated activities with global procurement teams from around
the globe to build consensus on data quality and input sources.
. Performed analysis of financial and non-financial key performance
indicators, report on trends and make recommendations for improving
analysis and overall performance.
. Developed complex financial models to predict the financial impact
on the company of various strategic decisions
. Developed cost/revenue models for the various functions and
departments, working with different functions to gather relevant
business data
. Advised and consulted to senior management regarding profit
improvement, performance and cost savings issues based on financial
trending and analysis
. Designed and implemented models, databases and meaningful
management reports.
. Designed and implemented systems/procedures to capture financial
statistical data as needed.
JP Morgan Chase - Washington Mutual Bank - Irvine, CA
AVP, Financial Planning & Analysis
2005 - 2009
Reported to VP of Corporate Finance, responsible for developing and
implementing financial modeling systems for a multi-billion dollar
business unit, including performance measurements; strategic planning;
market analysis; market fit and closure analysis. Managed and trained
2 analysts.
. Critically reviewed and analyzed annual budgets and quarterly
forecasts as well as monthly operating results for three multi-
billion dollar business units within the bank.
. Independently planned and conducted routine and non-routine
financial analysis/reporting projects. Performed complex analyses
and advised management on data interpretation for operating or
strategic plans.
. Managed the coordination of weekly, monthly, quarterly & annual
performance vs. plan & various forecasts for distribution to top
management.
. Designed and implemented profitability models that assured data
integrity/accessibility, eliminated analytical and data
inconsistencies, and reduced cycle time by two days. Created
procedure documentation and trained new staff.
. Provided on-going support for modification and de-bugging of
automation system, resulting in a major reduction in down time of
20%.
. Analyzed network performance, conferred with work personnel to
determine sources of problems, implemented solutions in priority
order, resulting in 25% reduction of cycle time per month.
. Monitored timeliness and completeness of data submitted and
streamlined processes, improving usability and reducing cycle time
by 40%.
. Implemented policy and procedure for auditing reports, increasing
accuracy rate from 65% to 90%.
. Utilized strong communication, customer service and organizational
skills, which increased customer satisfaction from 85% to 98% and
realized 100% on-time delivery of assigned projects.
. Collaborated with key members of the finance and information
technology departments to develop and implement a new performance
measurement tool resulted in significantly reduced manpower
requirements and turn around time by 40%.
. Consistently resolved customer difficulties in an expedient and
tactful manner.
. Prepared and completed various ad-hoc projects for the management
team.
United Health Group - Baltimore, MD
Financial Analyst
2004 - 2005
Reported to Director of Finance and served as interim divisional
financial planning manager over 5 months helping manage the team and
provide overarching leadership during the transition. Managed and
trained new analyst.
. Prepared and consistently delivered key reports that included: Key
Performance Indicators, monthly SG&A (Sales General & Admin)
variance analysis, revenue & expense trend and executive
presentations. Prepared and completed various ad-hoc projects for
the management team.
. Effectively designed and automated reporting system to increase
report accuracy & reduce cycle time, resulted in reducing company
cost by 25%.
. Created functional budget & forecast models which increased
accuracy and efficiency by 25%.
. Created position control database, a reporting tool to track and
forecast approved positions, which increased accuracy and reduced
cycle time by 5 days.
. Critically reviewed and analyzed $200M capital projections using
cost benefit analysis and capital projection model which increased
accuracy and efficiency by 35%.
. Discovered & corrected over $1.5M in fraudulent charge by
initiating an audit of vendor invoices.
University of Maryland Medical System (UMMS) - Baltimore, MD
Financial Analyst 2001 - 2004
Reported to Manger of Finance and managed five hospitals' budgeting;
forecasting & reporting process and analysis within the medical
system, built solid repot and implemented best practice improvement
opportunity throughout the medical system.
. Supported the development of business plan and financial
measurements within the organization.
. Evaluated departmental programs for productivity, profitability and
contributions to the organization's mission.
. Assisted departmental management with cost and operational issues.
. Monitored organizational performance and variances to the flexed
budget.
. Developed and maintain the annual operating budget for volumes,
revenues, FTES and expenses.
. Created and distributed the monthly Departmental Financial Report
and Cost of Operations Report.
. Created and implemented the biweekly Productivity Report to
increase accuracy and efficiency by 25%.
. Prepared financial projections for corporate management team.
M&T Bank - Baltimore, MD
Intern- Activity Based Costing
2001 - 2001
Initiated and completed ABC cost analysis for 3 cost units, which required
extensive communication with various cost center managers. Implemented
best practice improvement opportunities throughout the cost units.
. Collected data through interviewing management of selected cost
unit within the bank.
. Analyzed costs of existing operations and prepared a cost/benefit
analysis of recommended changes.
. Coordinated and participated in special task forces to identify and
respond to user needs.
. Participated in the modification of existing applications and the
development of new applications.
. Created appropriate management reports to ensure a high level of
awareness of policies, plans, procedures and project results.
1 EDUCATION
M.B.A in Finance, University of Baltimore, GPA 3.6
- Member, Sigma Iota Epsilon (SIE), Management Honor Society
- Member, Finance Club, University of Baltimore
B.A. in Business Administration Minor Computer Science, Shanghai
University of Technology, GPA3.6
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