Bike

Fashion

Lifestyle

Moto & Powersports

Outdoor

Skate

Snow

Streetwear

Surf

Swim

Wake

Highly analytical, detail-oriented financial professional with extensive experience in accounting, financial reporting, modeling, valuation and risk analysis. Excellent bilingual communicator fluent in Mandarin Chinese and English. Recognized for problem solving skills and ability to develop and implement solutions that increase efficiency and achieve financial goals. Accomplished IT user knowledgeable in applying programming languages and accounting software to streamline company processes.

Promoted to oversee accounting activities including coding and payment approval. Responsibilities included budget analysis/control, financial reporting for the US operation of this global humanitarian organization and NGO.
?	Facilitated in new chart of account/coding design and mapping, ADP payroll G/L mapping and importing, executed cost allocation between inter-departments.
?	Efficiently processed payment approval, code checking and designed systems to ensure the integrity of accounting database. Developed new e-voucher form that help increase accuracy and reduced A/P processing time by 50%.
?	Prepared various report templates to help the management team monitor the execution of projects and budget plan, better utilize financial resources, gain more control of operation ratios and achieve predefined financial goals.

Associate Finance Manager

Gathered and consolidated budget plans from 19 departments across 10 regions and 76 locations for the US operation.  Managed $50 million fixed assets book transition to new accounting database.   
?	Formulated and assembled financial data and prepared various reports for the management team. Developed Access database for organization budget and Excel template that enables accurate and efficient data collection and consolidation.
?	Participated and contributed in budget meeting with the management and various department managers. Assisted in budget revision process.
?	Identified budget and function overlaps between departments at the planning stage to ensure the highest and best use of resources and public donation.

Financial Analyst

Selected to monitor foreign currency risk exposure and process transactions of over $2.5 billion cash flow to global subsidiaries for this leading waste paper recycler. Scope of responsibility encompassed aggregating PO information from regional offices, managing currency contracts with commercial banks, preparing daily/monthly reports and handling special tasks such as target company valuations and financial statement spreadsheet modeling. Assisted controller in creating pro-forma financial statements that forecasted and monitored financial ratios for compliance with covenants.
?	Built complex spreadsheet from the ground up, which entailed gathering requirements from various management team members.
?	Created database capable of combining all spreadsheets and developing complex formulas and functions. This database enabled timely data management and analysis and automatic reporting while reducing currency risk; provided real time usage/balance of existing currency forward contracts with different commercial banks; managed customer information and automatically generated different templates of bank wire documents; enabled management to act quickly when favorable rates were available; and enabled the timely data management and analysis.
?	Contributed to company growth by constructing DCF valuation models and offering suggestions related to the acquisition of a private company.

Find out detailed information about Kelvin Zhu,  in Hacienda Heights, CA

Kelvin Zhu: in Hacienda Heights, CA

Kelvin Zhu

Tzu Chi Foundation

Tzu Chi Foundation

America Chung Nam Inc.

University of Southern California