Shuang Zhang

Experience

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  Bank of Communications Limited

  Dec 2012 - Jan 2013

  Administrative Assistance Intern

  • Interacted with clients to address any questions and concerns regarding bank account• Assisted the clients to use the customer-oriented machines • Performed administrative duties such as filing, copying, scanning documents and data entry• Coordinated with staff to help the clients to open or cancel a banking account

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  Baruch College

  Apr 2013 - Jul 2013

  Lab Assistant of BCTC

  • Responsible for the recording and processing attendance of any events in the library • Assisted with managers to keep the library in order • Coordinated with other departments in the school

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  Compulink Technologies Inc.

  Feb 2014 - May 2014

  Accounting Intern

   Recorded account payables and receivables and reconciled general ledger on a monthly basis. Negotiated with potential suppliers to minimize contract prices, leading to 5% cost savings. Implemented discount-percentage system for products to reduce portfolio risk and maximize profitability.

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  Benjamin An & Co., P.C.

  Jan 2015 - Feb 2016

  Tax Accountant

   Prepare 40+ tax returns for both individuals and local companies; minimized tax obligations and achieved tax savings for all the clients. Provide payroll services to 20+ local corporations and partnerships on an accurate and timely basis. Develop customized tax planning and investment strategies for 40+ clients, based on research of clients’ background, financial goals and risk tolerance.

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  BDO China-立信会计师事务所（特殊普通合伙）

  May 2015 - Jul 2015

  Audit Intern

   Sampled clients’ commercial invoices by using Excel; conducted onsite spot-check to confirm the accuracy of clients’ information. Collected and verified bank information for 6 companies by sending 30+ confirmation requests to banks. Contributed to an international audit project for a U.S. public company’s Chinese branch, as the only intern assigned to an international project; performed due diligence on financial statements.

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  Exelon

  Apr 2016 - Aug 2016

  Accountant III

   Assist in tax credit research and writing, project execution, economic analysis and modeling.  Prepare technical calculations for Federal, State as well as Canadian tax returns.  Provide support to the other tax analysis and accounting functions.

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  PwC

  Aug 2017 - Jun 2020

  管理咨询顾问

  参与企业财务信息化转型项目，通过行业对标、访谈调研等方式，对其进行现状诊断及痛点分析，结合公司战略方向，从组织架构、业务流程及信息化系统三方面协助客户制定短期及中长期财务转型路径规划项目经验：• 周大福财务信息化转型项目。与公司香港团队合作，通过行业对标、访谈调研等方式，对集团财务进行现状诊断及痛点分析，结合公司战略方向，从组织架构、业务流程及信息化系统三方面协助客户制定短期及中长期财务转型路径规划• VIVO全球营销体系变革项目。职责包括国内及海外（印度）市场调研、客户业务需求分析、系统模块及功能设计等，协助客户实现一体化营销平台的设计，实现渠道精细化、可视化及数字化管理• 恒安集团O2O以及B2B新零售转型项目。O2O项目协助客户实现销售线上线下融合，提升消费者体验，打通全渠道流量。同时通过B2B项目，捕捉渠道信息，帮助品牌商掌握终端信息，实现渠道可视化

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  中国平安保险(集团)股份有限公司

  Jun 2020 - now

  财务创新变革团队-财务管理岗

  基于变革项目需求，结合竞争对手及市场动态，整合各类需求，规划方案路线及架构；负责财务变革项目的具体设计，包括业务方案、流程方案、系统方案等；协调各方资源，负责项目有效推动和交付落地项目经验：• 财务信息协同：担任集团重点项目-财务信息协同项目的项目经理，主导项目迭代2阶段业务需求沟通、系统功能设计、开发测试、系统上线等环节，同时负责统筹协调需求BRD、系统运维及科技研发合计约10人的团队沟通及资源配置事宜• 财务数据中台：作为集团财务数据中台建设核心成员，主要负责数据中台-指标管理体系搭建及能力提升，通过构建并持续迭代分析框架和维度维值，规范财务数据存储及应用方式，推动数据中台高效落地• 财服共享中心管理：负责集团侧对财务共享中心常规运营管理，包括但不限于预算定价、质量检查、风险监督、准入管理、人员转型等，强化集团、子公司、共享中心三方沟通，推动财务共享产能提升、人效优化，同时实现0重大财务操作风险目标，保障全集团财务稳健运营• 财务分析BP（资管组）：担任平安资管子公司业务BP角色，完善与业务结合的财务分析体系，提供多维财务分析报告，如营业利源分析、预算投产分析、税务风险分析等，给予业务充分支持，推动集团一表一会项目目标落地 Show less