Management Sales

Lu Zhang

***** ******** *******, ********* ** *5014

Email: abnb5r@r.postjobfree.com ( Phone 408-***-****

QUALIFICATIONS

. CFA level 2 candidate

. 8-year financial analysis work experience

. U.S. GAAP and financial theories

. Corporate reporting & analysis

. MBA in Financial Management

. Financial planning, budgeting & forecasting

. Financial ratios, trends; variance analysis

. Hyperion, Dynamic GP, FRx, Cognos, SQL

PROFESSIONAL EXPERIENCE

Sony Online Entertainment San Diego

Jan. 2008 - Nov.2009

Financial Analyst: responsible for corporate reporting and analysis,

closely work with CFO, Controller, and cross-functional teams in a fast-

paced environment. Proven as a self-starter, dedicated team player, and

creative analytical thinker.

. Principle analyst for accurately preparing and timely submitting

month/quarter/year-end corporate report packages. Responsible for

developing and maintaining internal reporting models, preparing and

delivering reports include Executive Package, Cash Flow, Department

Spending, Headcount, and Marketing Spend reports, etc.

. Independently developed the new Hyperion reporting method. Successfully

implemented the new reporting approach as financial data is easily

captured, validated, mapped, and reported from MS Dynamic GP; and report

processing time is decreased to within 2 hours.

. Project Lead for Marketing Expenses tracking and reporting to ensure

Marketing spend is within the budget by closely working with Marketing,

Legal, Purchasing, A/P, and G/L to forecast mid-month expenses and

prepare month-end accruals; conducting Marketing Expenses

budgeting/forecasting and variance analysis; and support marketing spend

decision-making.

. Project analysis for Headcount reporting. Closely worked with HR and

Payroll developing and maintain the reporting model, performing data

validation and reconciliation, and preparing monthly journal entries and

Headcount reports.

. Principle analyst for risk management and analysis. Closely working with

CFO on annual insurance renewal projects that conducted by SOE starting

2008. Initiated the reporting models and methodologies for 7 insurance

projects. Coordinated Legal, HR, and Operation teams completing insurance

renewal questionnaires and/or schedules and responding related inquires.

. Project analysis and reporting of Federal R&D tax credit for FYE 2007 &

2008. Project analysis and point of contact for IRS R&D tax credit audit

for FYE2003-2006.

. Constructively helping enhance company accounting policies and

procedures. Initiated to Senior Director of Finance & Controller changed

the Royalty Revenue and Expenses calculation methodology for a major

product.

. Principal keeper of chart of accounts and related corporate accounting

documentations. "Super-user/report-writer" of main FRx and Dynamic GP

reports.

Henan Electric Power Company, Zhengzhou, China

Dec. 2003 - Oct. 2005

Senior Financial Analyst: responsible for financial analysis of a $3-

billion-sales, $5-billion-total assets Chinese utility company. Effectively

reduced the quarterly analysis report processing time from 8-10 days to 4-6

days and increased the accuracy of financial data. In-depth and sufficient

analysis with reasonable suggested solutions contributed to 5-7% cost

savings annually.

. Initialized and established the new version of the company's financial

analysis procedures and practices.

. Monitoring the procedures and coordinating the personnel related to the

financial analysis practice. Gathering, organizing, and assessing the

overall data for financial analyzing.

. Responsible for publishing monthly/quarterly/annually financial analysis

reports.

. Conducting reports to management for assessing and exploring the issues

regarding the effectiveness of cost controls and savings, improvement of

marketing and sales, and efficiency of business operations, as well as

the corresponding suggested solutions.

. Providing management with monthly budget variance analysis regarding

sales, prices, revenue, cost and expenses, profit, and cash flow, etc.

Updating and modifying quarterly/annually budgets monthly.

. Attending quarterly executive-level financial analysis meetings.

Assisting and supporting the management on the business strategy decision

making and implementing.

. Developing different and innovative analytical approaches to resolve

issues or satisfy different needs related to financial and business

management, operation, and investment activities as needed.

Henan Electric Power Company, Zhengzhou, China

Aug. 1997-Oct. 2000

Financial Analyst: effectively supported the investment decision making of

$2.5 billion construction projects. Increased the liquidity and reduced the

financial risk, reduced interest expense by 6% for specific projects. Build

long-term good relationship with commercial banks. Increased the quality of

construction projects financial reports.

. Responsible for the company's 10/5-year capital budget planning and

forecasting. Participated the developing of feasibility studies and

business plans to support new electric power construction projects.

. Responsible for the electric power construction projects capital

budgeting and evaluating, include assets requirements forecasting,

projects capital structuring and cost of capital determining, cash flow

estimating, required rate of return, and NPV, IRR etc. calculating and

reporting.

. Assisting and supporting senior financial analyst for the overall

financial analysis and budgeting. Responsible for long-term liabilities

portfolio and construction projects analysis.

. Supporting and cooperating projects evaluation and company financial

analysis by commercial banks and overseas/foreign government agencies.

Assisted in loan agreements negotiating, preparing and signing for

approved projects. Responsible for the long-term loans implementation and

accounting.

. Drafted institution documents of electrical power construction projects

accounting and financial and capital management. Responsible for the

headquarter construction projects accounting and reporting.

Nanyang Electric Power Company (subsidiary of Henan Electric Power Company)

Jul. 1996 - Jul. 1997

Staff Accountant: responsible for A/R journal entry postings,

reconciliation of accounts and month-end close duties in relation to A/R.

Preparing aging reports and other related analysis reports to the

management as needed.

EDUCATION

Master of Business Administration in Financial Management

School of Business and Information Management

National University, San Diego, CA Graduated

"with distinction" in Jan.2004

Member of the Sigma Beta Delta Society (International Honor Society in

Business, Management, and Administration)

Bachelor of Economics (Accounting)

Chongqing Institute of Technology, Chongqing, China

Graduated in Jun.1996

Graduated with honor of the Accounting Department of Chongqing Institute of

Technology

TECHNICAL and LANGUAGE SKILLS

( Computer Skills: Windows 2007; MS World, Excel (Pivot table, Macro),

Access, and PowerPoint; Oracle SQL10g; MS Dynamic GP 10 and FRx; Crystal

Reports; Cognos; Hyperion Enterprise.

( Bilingual: English, Chinese (mandarin).

Permanent Resident of USA; References Available Upon Request

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