Yichen Zhang

Experience

• 

  HSBC

  Feb 2008 - Mar 2008

  Finance Intern
• 

  KPMG US

  Nov 2010 - now

  • Supervised and conducted audit of investment bank in accordance with GAAP including ING, Guggenheim Securities, CICC US Securities, Credit Suisse, Citigroup, Shiseido Cosmetics Company, Sumitomo Mitsui Banking Corporation, The Clearing House, Daiichi Sankyo Corporation and etc.• Performed valuation of financial products including bonds, equities and complex derivatives• Reviewed price testing methodologies of fixed income securities and analyzed thresholds used by Valuation Control to adjust portfolio marks• Coordinated audits of multiple legal entities including broker dealers• Presented audit progress and key milestones to upper management• Awarded multiple KPMG Encore Awards by engagement lead partner in recognition of extraordinary efforts in leading the engagement Show less

  • Managing Director, Department of Professional Practice

    Oct 2023 - now

  • Senior Manager, Department of Professional Practice

    Jun 2021 - Sept 2023

  • Senior Manager, Financial Services

    Oct 2017 - May 2021

  • Manager, Financial Services

    Jul 2015 - Sept 2017

  • Senior Associate, Financial Services

    Jul 2012 - Jun 2015

  • Associate, Financial Services

    Nov 2010 - Jun 2012
• 

  KPMG LLP

  Aug 2013 - Oct 2013

  Transaction Service - Senior Associate

  Perform financial due diligence on potential M&A target companies, analyzing company data and financial reporting ramifications of transactions. Analyze key factors and draft the delivery report to the client.