Dylan Zheng

Dylan Zheng

Vice President of Finance

Followers of Dylan Zheng669 followers
location of Dylan ZhengSan Diego, California, United States

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  • Timeline

  • About me

    Structured Finance Associate @ KPMG | Capital Markets/Financial Securities Analysis | Maximizing Profitability and Ensuring Financial Precision

  • Education

    • University of California, Los Angeles

      2020 - 2022
      Bachelor of Science - BS, Mathematics/Economics

      Activities and Societies: UCLA STEM Learning Assistant Program - Mathematics, Association of Chinese Americans Tau Sigma National Transfer Honor Society

    • University of California, Santa Cruz

      2018 - 2020
      Bachelor of Arts - BA, Economics/Mathematics Econometrics and Quantitative Economics

      Activities and Societies: UCSC College Ten Senate(VP of Finance) Honors Scholar Research Program, Dean's Honors (Fall 2018, Winter 2019, Spring 2019, Fall 2019, Winter 2020)

    • Valencia High School

      2014 - 2018

      Activities and Societies: UNICEF (Member) National Honors Society (Member) STEMS (Member)

  • Experience

    • UCSC College Ten Senate

      May 2019 - Jun 2020
      Vice President of Finance

      - Co-led key decisions about the constitution and organization finances as part of the executive council which allowed the maximization of their budget; and to remain financially stable for the duration of the year - Managed the annual budget of $42,000 and leads the committee that maintains it; hosted events that allowed all senate members to bond as a group and attracted potential members.- Prepared proposition proposals for senate meetings with the senators on a weekly basis: led to weekly meetings flowing with more precision and efficiency which enabled us to be on or ahead of schedule Show less

    • UCLA College

      Sept 2020 - Jun 2022
      Learning Assistant

      ● Managed weekly discussions sessions to help students better understand Differential and Integral Calculus● Prepared pedagogical feedback to instructors about the content taught and the sort of questions asked by students during weekly sections● Collaborated with professors to ensure efficient learning for students through creating course-related materials for students to benefit from● Created teaching reflections to help instructors improve any areas of the course that students may have voiced concerns in● Coordinated with Professor and TA to assist their workloads by serving as a source of information for students in the class Show less

    • KPMG US

      Jun 2021 - Aug 2021
      Strucutured Finance Advisory Intern

      Key Accomplishments:- Prepared and assessed deal-specific offering memorandums for 3+ billion-dollar financial asset clients- Supported senior team members in managing the due diligence/securitization process for 8+ hundred-million-dollar asset-based deals, receiving commendation from multiple full-time members of the team- Conducted market research to aid the senior management team in identifying potential new sectors and clients to explore and connect with

    • KPMG US

      Jul 2022 - Aug 2023
      Structured Finance Advisory Associate

      Responsibilities include arranging the conversion of various financial assets such as mortgages or loans into securities that are eventually offered to investors; assuring compliance with regulatory guidelines; and facilitating complex securitization processes through document creation and data analysis.Key Accomplishments:- Analyzed and assessed the quality of 18+ underwriter/client-provided data sets and collateral analysis information, increasing the efficiency of the data analysis process for each deal and the respective underwriters for that deal- Prepared and evaluated deal-specific offering memorandums for 10+ billion-dollar financial asset clients- Managed the due diligence/securitization process for 50+ hundred-million-dollar asset-based deals Show less

  • Licenses & Certifications

    • Corporate Finance Fundamentals

      Corporate Finance Institute® (CFI)
      Apr 2024
      View certificate certificate
  • Honors & Awards

    • Awarded to Dylan Zheng
      Dean's Honor List University of California Santa Cruz April 1, 2020 Received this award for Fall 2018, Winter 2019, Spring 2019, Fall 2019, and Winter 2020 quarters by completing each quarter with a qualifying grade point average of 3.73+ in academic coursework
    • Awarded to Dylan Zheng
      Tau Sigma National Honor Society Tau Sigma National Honor Society's UCLA chapter March 1, 2020 Tau Sigma is a national academic honor society designed specifically to recognize and promote the academic excellence and involvement of transfer students.
    • Awarded to Dylan Zheng
      Honors College Scholar University of California Santa Cruz Feb 2019 UCSC's Honors College Scholar Program is an invitation-only, highly-selective education curriculum that focuses on undergraduate research and the fields of study connected to the research. Students selected after Fall Quarter take part in a 2-credit research seminar in the Spring Quarter.
    • Awarded to Dylan Zheng
      The National Society of Collegiate Scholars - Jan 2019 The National Society of Collegiate Scholars is an honors society that recognizes and elevates high-achieving college freshmen and sophomores. Less than 10% of students at UCSC receive this honor each year.
    • Awarded to Dylan Zheng
      AP Scholar - July 1, 2018
  • Volunteer Experience

    • Food Distribution Volunteer

      Issued by Help the Children on Feb 2016
      Help the ChildrenAssociated with Dylan Zheng
    • Summer Reading Volunteer

      Issued by Santa Clarita Public Library on Jun 2015
      Santa Clarita Public LibraryAssociated with Dylan Zheng