Financial Controller Analysis

Fion Zhang

(Certified Public Accountant / CPA)

PO Box 731398 San Jose, CA 95173 408-***-**** **********@*****.***

Professional Summary

Decisive executive experienced in impacting business direction and performance with successful leadership strategies, tactical decision making and forward-thinking approaches. Proven history of improving operations and boosting financial health through strong leadership. Over 10 years of experience in finance and management backgrounds. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements.

Skills

US GAAP, SOX, ASC606, ASC842, SEC Compliance

Accounting memos, Financial analysis and reporting

Infrastructure designing & building

Knowledge of auditing standards and ethics

Proficient in ADOBE, EXCEL & WORD

Project prioritization & deadlines driven

Proficient in QuickBooks & NetSuite

Systems development and internal control

Corporate strategic planning & execution

Fraud detection & risk management

Preparing financial statement, budgets & forecasts

Strong interpersonal skills & customer service

Employee training and development

Effective communications with team members

Work History

Auditor 2022-2024

KPMG - Silicon Valley, CA

Top accomplishments:

Saved operational costs 4 times on associate level by training offshored teams in India to perform audit procedures and managing team members to ensure quality audit work to be reviewed by managers in US.

Achieved 150% faster audit delivery by maintaining a positive work culture and quick feedback between offshore teams and managers.

Made 2.2 million corrections for clients’ revenue recognition/ASC606 to avoid potential fine due to mis-categorization.

Made suggestions on internal control/SOX, footnote disclosures and other accounting procedures/policy for audit clients to ensure their financial statements are in compliance with GAAP and up-to-date industry standards.

Achieved excellent relationships with new audit clients, negotiated meetings, scheduled staff for audits and responded to all questions or concerns.

Achieved audit goals by collaborating with Senior Auditors and Management to streamline the audit process, which resulted in an increase of 150% more efficient than other teams.

Responsibilities:

Performed financial statements audits including but not limited to regulatory compliances on US GAAP, SOX, ASC606, and SEC filings(10Q, 10K, and Footnote Disclosures) for pubic clients.

Worked closely with clients to identify and address key risks, resulting in improved financial performance and compliance. Collaborated with clients to identify key risks and develop effective risk mitigation strategies, resulting in increased confidence in internal controls/SOX.

Analyzed financial data by walking through the existing accounting procedures, memo, and policies. Used excel, work, and adobe applications to identify trends, variances, and opportunities for improvement, resulting in actionable recommendations for clients.

Mentored and trained junior team members on audit techniques and procedures.

Audited clients include but are not limited to Adobe, Visa, Gen Digital, Netskope, IXL learning, Shield AI, and Recology.

Accountant / Operations Manager 2016 to 2022

SEE THE RAINBOW – San Jose, CA

An organization dedicated to raising awareness for helping the children in need in the bay area. Gained popularity in the community by working closely with school principals and community leaders on various projects, as well as interacting with public.

Top accomplishments:

Saved 80% of operational cost by successfully recruiting and motivating volunteers for continuing participation.

Achieved over 100-200% increase in sales every year by building successful relationships with community leaders and effective marketing efforts.

Made operation systems procedures and policies that last over 8 years and helped improved its operation efficiency by 70%.

Made accounting procedures and policy for financial reporting and internal controls to prevent fraud.

Made sales forecasting and operation budgeting on a regular basis to monitor growth and cost reduction, which resulted in a 30% reduction in operation cost.

Achieve excellent customer experience by continuously receiving feedback from customers and making improvements to our operation process within a week of each event.

Responsibilities:

Strengthen financial management processes to bring errors to near-zero in reporting and general bookkeeping.

Review accounting structures and procedures on a regular basis to identify areas in need of improvement.

Complete daily cash functions like account tracking, budgeting, donating and all types of cash and banking reconciliations with accuracy.

Analyze budgets, financial reports and projections for accurate reporting of financial standing.

Conduct target market research to scope out non-profit competition and identify advantageous trends and target market in competitive environments.

Prepare journal entries, financial statements, annual reporting and tax filings.

Investigate and address business development challenges to proactively mitigate problems.

Coordinate schedules and assignments for volunteer staff, maximizing team efficiency and effectiveness.

Develop and create programs and monitor effectiveness against individual participant needs.

Conduct target market research to scope out competition and identify advantageous trends and target market in competitive environments.

Develop key operational initiatives to drive and maintain over 100% business growth annually despite budget crisis in public sector.

Investigate and address business development challenges to proactively mitigate problems.

Spread public awareness for children in need in the Bay Area, including advocating for needs and resolving roadblocks.

additional experiences: Prior to the experiences above, had two years of Controller experience at SHIEKH SHOES HEADQUARTERS, Ontario, CA and two years of Accountant experience at DARE TECHNOLOGIES, INC(Parent company DARE GROUP/DARE GLOBAL, CHINA), San Diego, CA

Education, certification & membership

Bachelor of Science, California Polytechnic State University-Pomona – CA Dean's honor list

Certified Public Accountant / CPA, CALIFORNIA

Member of AICPA

Member of CalCPA

Member of Institute of Management Accountant

Hobbies

Travel Photography Music

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