A Corporate Financial Planner and Analyst skilled in budgeting, forecasting, strategic planning and financial management reporting, liaison to Senior Executives. Oversee revenue budget totaling $13 billion and expense budget totaling $10 billion for large corporation. Experienced in Oracle TM1 and Hyperion Essbase, demonstrated strengths in communication and problem solving. Proficient in Microsoft Excel.
• Financial Analysis & Reporting • TM1 • GPL
• Strategic Business Planning • Microsoft Outlook • Business Objects
• Expenses Allocation Modeling • PowerPoint • Clarity
• Business Performance Analysis • PeopleSoft • Fluent in Chinese
PROFESSIONAL EXPERIENCE
CREDIT SUISSE, New York, NY 2006-Present
Investment Bank Finance – Sr. Financial Analyst (2010 - Present)
Investment Bank Finance – Analyst (2006 -2009)
• Develop budget and strategic planning including revenues, headcounts, compensations and fixed expenses for Global Fixed Income Division
• Develop monthly / quarterly / full-year forecast for Global Fixed Income Division including revenues, compensation, and fixed expenses
• Improve the efficiency and effectiveness of budgeting and forecasting processes for Global Fixed Income Division
• Develop cost saving model on compensation and fixed expenses, led to total cost saving for Fixed Income division by $600m in 2012 and expect $500m in 2013
• Improve the efficiency and effectiveness of expense allocation process for Global Fixed Income Division
• Develop dashboard reports, including key performance indicators (KPI) metrics and statistics on Global Fixed Income businesses
• Develop presentation to senior management on Global Fixed Income financial goals, operating results, and historical trends
• Evaluate revenue implications of trading positions, potential market moves and trading activity
• Provide high level commentary of daily/weekly/monthly revenue results to senior management
PRICEWATERHOUSECOOPERS, New York, NY 2004-2006
Financial Analyst
• Coordinated with Partners /project managers on engagement pricing, forecasting, annual planning and budgeting
• Analyzed revenue implications associated with billing and performed receivables collection
• Prepared clients’ financial statements on a monthly basis for Partners and Managers
• Updated and monitored Independence Database and Global Engagement Management System to ensure project teams complied with Firm Independence requirements
• Assisted NY Regional Financial Analyst leadership team to identify operational opportunities
DEZHEN (DENISE) ZHANG Page 2
516-***-**** ***********@*****.***
PRP MANAGEMENT, Valley Stream, NY 2004
Accounting Assistant
• Recorded daily revenue and expenses (including payroll) for all 26 KFC franchise stores
• Prepared monthly bank reconciliations and financial statements for CEO and Management
• Performed month-end closings and maintained monthly balance sheet
GOLDMAN, SACHS & COMPANY, New York, NY 2000-2004
Accounting Assistant
• Investigated and resolved discrepancies on corporate card expenses
• Reviewed firmwide expense reports for compliance with firm authorization policies
• Reconciled and reclassified inaccurate journal entries as necessary
ARKWIN INDUSTRIES, Westbury, NY 1999-2000
Accounting Assistant – Contract Department
UNITED AIRLINES, Jamaica, NY 1996-1999
Accounting Assistant
EDUCATION
Bachelor of Science in Marketing
State University of Old Westbury, Old Westbury, New York (1996)
Continued Education in Accounting (2004)
AFFILIATIONS
Member of Americas Women’s Network
Multicultural Resources Network at Credit Suisse
Member of Credit Suisse Alumni Network
SOFTWARE
Microsoft Excel, Word, Outlook, PowerPoint, QuickBooks, PeopleSoft,
Business Objects, OracleTM1, Hyperion Essbase, GPL, GLAD, Clarity