HEALY ZHUO

781-***-**** Linkedin.com/in/healy-zhuo adzmyw@r.postjobfree.com

EDUCATION

University of Massachusetts Amherst, Amherst, MA

Isenberg School of Management

Bachelor of Business Administration in Finance (Cum Laude) May 2021 Track: Risk Management and Financial Analyst

Minor: Information Technology

PROFESSIONAL PROFILE

I am a hardworking and self-motivated financial analyst with 2 years of experience. In pursuit of my goal, I strived to learn advanced skills in excel and new software devices. My goal is to build upon my IT knowledge and financial experience in the healthcare industry to advance my career in the finance industry. EXPERIENCE

Cambridge Health Alliance, Malden, MA

Financial Analyst II Jan 2022 – Present

• Prepare and maintain the budget for ten service lines, including Supply Chain, Marketing, Executive Offices, IP OBGYN Maternity, Institute Expense, Corporate Finance, Human Resources, PO Administration, Psychiatry Grants, and Quality & Safety

• Support Senior Director Reimbursement and Financial Systems by analyzing data, creating quarterly (Center for Health Information and Analysis Report) and monthly reports, running general ledgers, and researching variances needed for CFO meetings

• Report and manage employee statuses, ensuring the accuracy of the cost center of the associated employee

• Drive decision-making of department heads through financial reports presented to managers on monthly basis

• Assist and communicate with various departments regarding background information for accruals, reclasses, invoices, ad-hoc reports, and projects

• Train new managers, supervisors, and employees related to annual fiscal year budget process Wolf Greenfield, Boston, MA

Law firm specializing in biochemical patenting

Financial Analyst (Contract) Aug 2021 – Nov 2021

• Evaluated and prepared report analyzing firm wide monthly budget vs actual cost variances in order to ensure expectations were clearly laid out

• Parsed raw data from Elite (data retrieval software) into high presentation quality Excel files, composing complex financial reports into PDF files from multiple sources and dispensing them via email to leadership in the firm

• Provided firm partners with monthly updates of their expenses, including running totals and breakdowns.

• Shadowed CFO to compile annual budget for the entire firm by extracting data from OLAP based software into Excel and presenting reports to different departments

• Checked accuracy of all journal entries and performed data analysis to measure efficiency of all working attorneys

• Modified existing report templates to increase efficiency and eliminate potential sources of error by having all parts of larger reports reference source data

Granite Telecommunications, Quincy, MA

Offer Management Analyst (Contract) June 2021 – Aug 2021

• Analyzed Granite products against customer offerings to create customized quotes to best match customer needs

• Coordinated with other departments to develop high level cost and savings analysis for prospective customers

• Reviewed all documents relating to cost pricing to ensure quality and accuracy before sending to customers

• Researched broadband service opportunities to match customer inventory to ensure real world service availability matches quotes provided to customers

SKILLS/CERTIFICATIONS

Technical: Microsoft (Word, PowerPoint, Excel), SQL (advanced), Tableau (intermediate), Python (intermediate), automated repetitive tasks using VBA programming (macros), OLAP based software (Elite/ Redwood), Syntellis (Axiom), Meditech, ScerIS ECM

Certifications: Bloomberg Market Concept; Cengage SAM Excel; SAP Student Recognition; Salesforce Certification Language: Fluent in Chinese (Mandarin)

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