Financial Analyst, Quickbooks, Excel, Word, Powerpoint

KENNY ZHOU

***** ******** *****, *** *****, CA **126 626-***-**** EMAIL: *********@*****.***

OBJECTIVE

Quick-learning business professional seeking a financial analyst position to apply current skillset for

business analysis, financial analysis and capital budgeting for an established corporation

SKILLS & QUALIFICATIONS

Naturally curious and adept at implementing business and financial solutions

Ability to communicate effectively with senior level executives

Ability to analyze financial data and reduce operational expenditures

Ability to prioritize and manage multiple, ad-hoc projects and meet deadlines

Exceptional interpersonal skills and experience with cross-functional multi-company teams

Advanced knowledge in Excel (V-lookup, Macros, Pivot Tables), Quickbooks, Word, and PowerPoint

EXPERIENCE

Financial Associate and Executive Assistant September 2013 – Present

AirHop Communications Inc. San Diego, CA

Supervised confidential Series-A and Series-B financing rounds and 409A Valuations

Collaborate with VP of Engineering on updating budget with expense tracking metrics for R&D projects

Implemented FSA policy for tax savings to company (~$115 per participant) and employees

Periodic BOD presentation PowerPoint slide creation

Planned and negotiated move to larger office space 40% under budget and 20% rent abatement first 6

months

Conduct yearly expense and revenue forecast with CEO

Monthly variance analysis between budget and actuals

Collaborate frequently with Accounting, Legal and Human Resource consultants

Finance and Marketing Associate February 2012 – September 2013

AirHop Communications Inc. San Diego, CA

Financial expense budgeting, bank reconciliation, payroll, bank wires, fixed assets purchases

Accounts payable – invoice and expense tracking. Accounts receivable – purchase orders, quotes, invoices

Conduct month-end close update for executive team

Excel expense analysis and monthly cash burn reduction

Administrative Assistant July 2011 – February 2012

AirHop Communications Inc. San Diego, CA

General ledger book-keeping, expense report tracking, office supply purchases

EDUCATION

CFA Level 1 Candidate December 2014

Currently studying for level 1 test. Subjects include NPV, IRR, Financial Reporting and Analysis

Bachelor of the Arts: Economics Graduated March 2012

University of California, San Diego La Jolla, CA

Relevant Coursework: Micro and Macro Economics, Econometrics, International Trade, Enterprise

Finance. UCSD Extensions: Corporate Finance

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