Sr. Financial Analyst

Accounting & Finance

Jane Zhang
Aliso Viejo, CA
805 404-7459
janejzane@gmail.com
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SUMMARY OF QUALIFICATIONS
Finance professional with extensive hands-on finance and accounting experience. Strong problem solver in the development and implementation of strategic and operational business plans. Proven ability to manage multiple assignments efficiently while meeting tight deadlines.  Strategic thinker with a positive ‘can-do’ attitude.  Accomplished expert demonstrated success in streamlining existing operations. Advanced user in Excel and other Microsoft applications (Access, Power Point, etc.) Tableau Essbase Hyperion & SAS.

Financial Reporting	Financial Modeling	Pro forma Analysis
Data Consolidation	Data Validation	Data Mining
Corporate Finance	Variance Analysis	Spreadsheet Automation
P&L Analysis	Revenue Forecasting	Annual Budgeting
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PROFESSIONAL EXPERIENCE
Pacific World Corporation
	2019 – Present
Sr. Financial Analyst
Department of Finance
•	FP&A reporting, Sales analysis, support annual budget process and modeling.
•	Performing pricing analysis by collaborating with Sales and Marketing departments to develop, determine and set competitive prices to achieve revenue goals.
•	Prepare and develop complete pricing models with emphasis on Sales, RD&A (Returns, Discounts, & Allowances), Cost of Sales and related SG&A.
•	Working with external IT to develop financial reports.
•	Prepare weekly cash forecast and working capital reporting packages.  

Carrington Mortgage Holdings, LLC, Aliso Viejo, CA
	2013 – 2019
Sr. Financial Analyst
Department of Finance
•	Developed and maintained business models for annual budget and reforecast.
•	Provided data support for audit and other reporting needs.
•	Prepared operational dashboard report package for senior management and business units.
•	Provided and analyzed monthly P&L for two-thirds of business units of the company. 
•	Performed cost/benefit & variance analysis.
•	Performed volume and rate analysis.
•	Automated the routine reporting packages.

Private National Mortgage Acceptance Company, LLC, Greater Los Angeles
2012 – 2013
Financial Analysis & Valuation
Department of Finance
•	Prepared enterprise level operations report package for senior management.
•	Provided and analyze monthly P&L for some business units. 
•	Performed cost/benefit analysis.

Apria Healthcare, Lake Forest, California 								2010 – 2012
Financial Consultant
Department of Sales & Marketing (September 2012 – October 2012)
Department of Finance (2010 – August 2012)
•	Prepared the executive reporting packages for company board meetings and presentations.
•	Created scorecards for divisional senior management to monitor their sales forces performance.
•	Supported company annual budgeting and forecasting.
•	Developed financial models to determine the impact of "what if" scenarios across an increasingly complex business initiatives & targets. 
•	Consolidated data from all areas of the company to generate the metric summary reports.
•	Assisted the IT team to define the business reporting rules.

Nationwide Health Properties, Inc. Newport Beach, California					2008 - 2010
Sr. Financial Analyst
•	Constructed the revenue forecast model based on the business drivers and operations in millions of dollars.
•	Gathered, cleaned, transformed, and modeled data for management decision making purposes, which including consolidating, validating and interpreting the financial data from over 600 facilities at base account level.
•	Constructed and prepared company’s annual budget and three year projection models for total enterprise value worth 5.97 billion dollars.
•	Assisted company’s annual and quarterly 10K and 10Q filings.


Countrywide Financial Corporation, Calabasas, California						2000 – 2008
Assistant Vice President, Assistant Controller, Capital Markets (2007-2008)
•	Ensured compliance with appropriate FAS 133 standards and corporate financial controls.
•	Backed up senior management in support for external auditing; Provide data specific and support for SOX requirements as well as satisfying the requirements from the internal audit department.
•	Evaluated and analyzed hedge effectiveness analysis on middle office whole loan products.
•	Assisted in FAS 159 testing and implementation.  Such as building the data roll forward models for the system implementation and reporting structure.
			  
Assistant Vice President, Structured Finance Corporate Treasury  (2004 – 2006)
•	Built detailed operating and financial models based on legal finance term agreements.
•	Administered daily Treasury Structured Finance conduit program operations and monthly reporting.
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AREAS OF EXPERTISE
•	Advanced financial modeling and reporting with excel.
•	Advanced Microsoft Access knowledge including data mining and end-user interface database creation.
•	Advanced PowerPoint, Microsoft Word and Visio applications.
•	VBA programming, Hyperion, Tableau and SAS programing.
•	Knowledge of Relational Database fundamentals and concepts.
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EDUCATION & TRAINING
California State University, Northridge, Northridge, CA 91330
B.S. in Business Administration, concentration in Management


•	FP&A reporting, Sales analysis, support annual budget process and modeling.
•	Performing pricing analysis by collaborating with Sales and Marketing departments to develop, determine and set competitive prices to achieve revenue goals.
•	Prepare and develop complete pricing models with emphasis on Sales, RD&A (Returns, Discounts, & Allowances), Cost of Sales and related SG&A.
•	Working with external IT to develop financial reports.
•	Prepare weekly cash forecast and working capital reporting packages.  


•	Developed and maintained business models for annual budget and reforecast.
•	Provided data support for audit and other reporting needs.
•	Prepared operational dashboard report package for senior management and business units.
•	Provided and analyzed monthly P&L for two-thirds of business units of the company. 
•	Performed cost/benefit & variance analysis.
•	Performed volume and rate analysis.
•	Automated the routine reporting packages.


Find out detailed information about Jane Zhang, Sr. Financial Analyst in Aliso Viejo, CA

Jane Zhang: Sr. Financial Analyst in Aliso Viejo, CA

Jane Zhang

Pacific World Corporation

Carrington Mortgage Holdings, LLC

California State University