Juan Zhao

Experience

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  DHL GLOBAL FORWARDING

  May 1997 - May 2007

  Assistant Finance Manager - North China

  Fully responsible for North China financial work, assist finance manger to accomplish the following department goals:Prepare accurate and timely financial reports to management;Make sure accounting and tax compliance;Provide financial analysis reports to management;Cooperate with audit firm to complete annual audit reports;Maintain third-party relationship.Promoted from assistant to supervisor, senior supervisor, manager with the full function accounting and finance experience in A/R, A/P, ICA, G/L, reporting etc. Show less

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  D&B

  May 2007 - Apr 2010

  Senior Consultant - Customized Solutions

  Lead North China consulting team to fulfill various consulting projects and credit/financial training as the project manager. Served diverse industrial clients by well understand their operating workflow and characteristics. The main industries are including Iron and Steel Industry, IT Industry, Communication Industry, Pharmaceutical Industry etc.. Delivered customized in-house training and public course in accumulated over 500 hours, the maximum class was over hundreds person, personally completed 1/3 training fulfillment of the China group, and always receive high evaluation score from clients. Show less

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  Availink

  Apr 2010 - May 2012

  Finance Manager

  Guide and lead finance team, assist VP of finance, cooperate with internal and external cooperators to accomplish finance targets in the following:All financial functions including accounting, finance, audit, tax etc.: Manage daily finance operating of China entities, coach the team on consolidated F/S and FP&A;Draft financial policies and procedures, design the relevant forms as well; Make treasury management and cash forecasting;Make tax planning for China entities and propose transfer pricing for inter-company transactions to the management team;Lead the audit work for China entities and participate in group annual budget and audit; Work with BD department in Gov’t project application process, make project budget, calculate IRR, NPV, break-even point, etc., and lead relative post-project audit;Be in charge of business contract review and authorization; Select and cooperate with qualified insurance broker to maintain global insurance policies and negotiate with insurance companies for insurance clauses; Maintain third-party relationship, including but not limited to Tax Bureau, Audit Firm, Legal Firm, SAFE etc.Performance:Initiated tax planning and got favorable tax treatment for China entities, succeed in tax savings for more than 10 million China Yuan in a year;Timely completed the high-tech audit for China entities and successfully earned favorable corporate income tax treatment;Completed 3 post-project audits for Gov’t project within a half year;Established FP&A procedure and designed financial reporting package;Performed outstanding contribution in the group ERP upgrade project. Show less

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  Tiandi Energy Inc.

  Jul 2012 - Mar 2014

  Financial Controller/Financial Consultant

  Be participate the full process in ERP project implementation and in charge of the data migration, financial statements construction and workflow design. Be delegated as interim Finance Controller to accomplish finance targets in the following: Ÿ Restructure the finance team and design the role responsibilities accordingly; Ÿ Responsible for the individual entities financial reports and group consolidation reports for US GAAP; Ÿ Dig out and resolve the historical problems on inter-company transactions and standardize the transfer pricing policies; Ÿ Assist CFO to prepare the investors' reports and board presentation; Ÿ Analyze and monitor the company’s financial and accounting risks under actual status, propose improvement suggestions to the top management on tax issues, accounting and internal control process to ensure it could be efficient and practical. Show less

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  Pacific Insights LLC. (Short-term part time job)

  Oct 2014 - Jun 2015

  Associate

  Responsible for industrial research, financial analysis, due diligence, assist the partner to prepare documents and information memorandum for merger and acquisition projects.

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  Chongqing Easy Crediting Co., Ltd.

  Jul 2015 - Jul 2017

  Chief Financial Officer

  Responsible for finance, legal, risk management, procurement, governance and compliance functions for two Group wholly-owned companies, mainly business are credit information investigation and evaluation, B2B financing. Fully support the CEOs to make company strategies and business/financial forecasts and budgets, initiate and continuously improve internal control and governance compliance. Work as the business partner with the management team to support company business development and growth. Participate in Group investment appraisal and financial due diligence (DD), build financial models and suggest the valuation scope of the targeted companies to the investment team, make sensitive analysis to key business and financial assumptions direct at WACC and multiplier. In charge of the DD and restructuring implementation of Group M&A project. Show less

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  Chongqing Born Science & Technology (Group) Co., Ltd.

  Jul 2017 - now

  General Manager of Finance Management Center

  Lead a small team that in charge of the internal control and internal audit, portfolio management, DD and enterprises valuation modeling for M&A projects as well.