Lei (Jenny) Zhao, MBA
*** ***** **, *********, ** 08540
310-***-**** **********@*****.***
PROFESSIONAL EXPERIENCE
Duke University – University Health System PDC
Financial Analyst III
Developed and Analyzed annual revenue budgeting of $300 million and presents data with
analytical comments to the higher level management
Prepared PowerPoint presentation of quarterly forecast updates to Board of Directors
Monthly KPI updates with variance analysis, comments and recommendations
Ad Hoc projects including
- Analyzed and developed investment opportunities for strategic direction of establishing
new clinics or closing unprofitable clinics by working closely with VP of operations, MDs
& Health Administrators
- Identified revenue opportunities by analyzing large databases and comparing charge pattern
with benchmark
- Analyzed government policy change impact on the entire organization revenue with
recommendations
8/1999 - 8/2005 Silgan Containers Corporation-(Fortune 600 Company) Woodland Hills, CA
Financial & Pricing Analyst (8/2001-8/2005)
Forecasted company’s P&L to support the monthly guidance to Wall Street
Developed pricing for new products totaling $70million
Managed pricing for Fortune 500 customers ex. Campbell Soup, Unilever, Hersheys etc: total
contracts worth $300 million in revenue
Analyzed investment opportunities for strategic direction using the direct cash flow model, NPV,
IR, Payback methods
Managed annual customer audits and internal company audits
Co-developed business system re-engineering process by renovating sales invoice system which
handles the company’s $1.6 billion sales transactions; saved the company 40,000 man hours
Financial Accounting Reporting Analyst (8/1999-8/2001)
Coordinated & Consolidated month end closing process; Automated monthly consolidated income
statements and balance sheet information from 43 subsidiary plants
Analyzed variances reports and trend reports from data to highlight, research and explain the
anomalies; Communicated all findings to the vice president of accounting
Coordinated the annual budgeting process with the production planning, operations, IT & sales
Development of internal control procedures for fixed assets management
1994 – 1997 Höganäs (China) Ltd. –a Startup Joint Venture with Höganäs AB of Sweden
Assistant to the Chief Project Manager
Secured business licenses for the company’s various construction projects
Created and maintained a good working relationship with authorities
Helped to manage the project group for the successfully founding of the company
Coordinated and facilitated communication between joint-venture partners
Before 1997 Provide upon request
EDUCATION & ADDITIONAL
University of Iowa Iowa City, IA
Henry Tippie Graduate School of Management
Master of Business Administration, May 1999
West China University of Medical Sciences Chengdu, China
Bachelor, Medical Sciences/English, June 1991
Computer: Advanced Excel, Access, PowerPoint, MS-Word, PowerPoint, Hyperion Enterprise,
Cognos