Lily Zhu

Contact Info:

646-***-****

adu5ji@r.postjobfree.com

Objective: A challenging position in financial services that involves quantitative analytical, accounting, and administration skills

Experience:

Expense Analyst -Credit Suisse (Oct 2022-Current)

Performed extensive preparation and tracking of all expense reports and reimbursements; understand and comply with all policies, guidelines, and procedures for expense processing; complete monthly reconciliations of principal’s expense profile.

Generates research reports and pull company and client information using proprietary tools, SAP concur, Salesforce, RAVE and other sophisticated applications

Provides general administrative or office management tasks.

Financial Representative Biz2credit (2021)

Ensured all the financial information is correct for loan readiness

Performed Calculations on applications loan approval

Screened voluminous loan applications

Financial Analyst - XLA properties (2014-2019)

Utilized Excel to create financial models

Conduct various financial analysis

Created financial reports and analyzed financial statement

Respond to clients’ requests and provide excellent client services

Calculated and reported on performance and rental progress utilizing probability and statistics

Staff Accountant-Grey Healthcare Group (May 2015 to June 2015)

Prepared Journal Entries

Assisted with Monthly close and Reconciliation

Analyzed Balance sheet and Income Statement

Used SAP accounting software

Bookkeeper assistant- Geri Gerard (September 2014-December 2014)

Used primarily QuickBooks for day-to-day accounting transactions

Answered incoming calls

Performed detailed financial transaction

Accounts Payable- Firmenich (July 2013- March 2014)

Assisted auditors by providing documentation

Compiled financial statements

Created employee expense report and invoices

Transferred documents to external oversea accounting team

Education:

Master of Science in Finance (Jan 2023-Current)

Courses: Bank Management

Merger and Acquisition (Investment Banking)

Investment Analysis

MBA Finance

Data Analysis in Finance (excel, R,)

Anticipated Graduation Dec 2023

Stony brook University

Bachelor of Science in Economics and Business

Stony Brook University (SUNY) 2007-2010

Dean’s list, Presidential scholarship, New York State Scholarship for academic excellence

Bachelor of Science in Accounting

Hunter College (CUNY) 2011

Certified Public Accountant Eligible

References are available upon request

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