Senior Financial Analyst

Bo Zhang

Aurora, ON

Summary:

Objective Looking for a senior level project finance position

Highlights:

Strong financial analysis and reporting

Proficient in MS software such as Word, Excel and PowerPoint

Experienced on SAP and Oracle BI system and project management tool such as Microsoft Project

Experienced with IFRS 15 for project revenue recognition

Fluent English and Mandarin

Motivated and energetic team-player

Multi-tasking skills and professional knowledge

Organized self-starter and goal-oriented quick learner

Education:

University of Toronto Scarborough, Toronto, ON 2008 - 2012

B.B.A in Management and Finance

Courses:

Corporate Finance, Investments, Derivatives, Financial Accounting, Management Accounting

Work Experience:

Xplornet Communications, Markham, Canada Jun 2019 - Oct 2019

Senior Financial Analyst

Prepare general entries to assign the cost to specific project to categorize the Capex and Opex.

Adjust the account receivable entry to clear the balance for billing for the project on the monthly basis

Manage the cost analysis to support project manager on budget control

Track project Capex and Opex for monthly billing and reconciliation with customer

Document cost tracking and billing process for efficiency improvement

Huawei Technologies Inc., Markham, Canada Mar 2018 - Mar 2019

Project Finance Controller

Manage the financials analysis and reporting for project over 6 Million revenue scale to successfully achieve the business targets

Provide solution and action plan to PMs and management team on project cost saving to improve the project delivery efficiency

Prepare project budget, review and analyze the variances between budget, forecast and actual figures and provide explanation monthly by using Microsoft software such as Excel, PowerPoint and Word

Provide analytical report by focusing on revenue, controllable cost, gross margin and working capital cost for management decisions.

Manage the project accounting on the accrual basis for revenue and cost recognition

Manage the provision to issuance of the rebate such as cash incentive and voucher provided to the customer and reconcile on the routine basis

Experienced on using ERP – Oracle, SAP system to generate financial analysis report to the management team

Prepare and update monthly reports and presentation in project review meetings

Work closely with project management team to identify risk and opportunities discussion and following up on action plans. Monitor Project revenue, controllable cost, accounts receivable and closely monitor project budget overrun

Prepare account level revenue forecast monthly and track them throughout the month

Update and inform Project Managers for control of cost and direct hours on monthly basis

Involve in Project Finance Management metrics tracking and improvement plan

Prepare baseline on Project historical trends

Improve system know how, data quality and accounting policy compliance

Huawei Technologies Inc., Markham, Canada Apr 2016 - Mar 2018

Project Control Manager

Build up delivery plans for project of 1M scale by communicating with customers and internal delivery teams.

Mange the end to end delivery from quotation generation to collection.

Coordinate internally with contract management and Finance to ensure achievement of delivery targets.

Provide financial analysis and reporting to Management team to identify the risks and provide delivery improvement plan to continuously improve the delivery efficiency

Utilized the Microsoft software such as Excel, PowerPoint, Word and Project to monitor the project delivery and analyze the delivery performance to identify the risks and adjust delivery plan for target completion

Manage the provision to issuance of the rebate such as voucher provided to the customer and reconcile on the routine basis

Experienced on using ERP-Oracle, SAP system to generate financial analysis report to the management team

Provide analytical report by focusing on revenue, controllable cost, gross margin and working capital cost for management decisions.

Provide solution and action plan on project cost saving and improve the project delivery efficiency

Prepare project budget and provide gap analysis to assist PM adjust the delivery plan and successfully achieve the delivery target

Manage the team internal compliance check to align up with company request through semi-annual control test

Prepare purchase and billing for supporting delivery

Huawei Technologies Inc., Markham, Canada Apr 2014 - Apr 2016

Training Delivery Support Coordinator

Provide financial analysis and reporting to PM for project of 1M scale and continuously achieve the business goals

Prepare and arrange training events for both on site and at Huawei training center customer trainees

Support pre and post training on Huawei online learning platform

Used Microsoft software such as Excel, PowerPoint and Word to assist PM to prepare project budget and provide gap analysis to assist PM adjust the delivery plan and successfully achieve the delivery target

Experienced on using ERP- Oracle, SAP system to generate financial analysis report to the management team

Record and monitor the training delivery, identified delivery risks and provide plans to adjust the resource allocations to achieve the target

Manage the team internal compliance check to align up with company request through semi-annual control test

Prepare purchase and billing for supporting delivery

World Financial Group, Toronto, Canada Mar 2013 - Oct 2013

Financial Consultant

Perform presentations to new associates to facilitate their fast start

Meet customers in field to collect and analyze relative financial data to provide proper investment and saving plans

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