LONG ZHAO
Maspeth,NY
Summary
Results-driven Applications Manager with over 10 years of experience in the accounting and IT field. Proven expertise in implementing and administering financial systems, driving process improvements, and ensuring regulatory compliance. Demonstrated track record of establishing best practices, automations, and optimizing operations to enhance efficiency and productivity.
Overview
10
10
years of professional experience
Work History
Manager of Commercial Applications
Gen II Fund Services, LLC
01.2021 - Current
- Partnered with client service, reporting, and development teams to understand business needs and develop technical and operational solutions.
- Re-architected client onboarding process resulting in reduced platform deployment time by 1 month.
- Implemented automated solutions to increase efficiency by 80% for user onboarding/offboarding.
- Generated and conceptualized innovative metrics and key performance indicators (KPIs) to evaluate performance, serving both tactical and strategic decision-making.
- Cultivated productive partnerships with external partners and vendors to enhance SAAS platform capabilities.
- Contributed to successful achievement of SOC 1(SSAE18) and SOC 2 Type 2 compliance certifications, actively participating in compliance initiatives, and implementing necessary controls.
- Led agile execution, manage dependencies, facilitate smart trade-offs, and ensure transparent communication for seamless product delivery.
Senior Business Analyst
Gen II Fund Services, LLC
01.2017 - 12.2020
- Mentored and supported 4 junior-level analysts within department on system administration and maintenance.
- Prepared user documentation and trained 500+ users on system usage for automated financial reporting.
- Supported company's compliance with Sarbanes-Oxley Act (SOX) including monitoring and testing key controls identified by management.
- Demonstrated expertise in 5 core SaaS systems across different business processes and workflows.
- Cross collaborated with teams for requirement gathering and system design.
- Took ownership of data collection, data schema, standardization, documentation, and providing guidance to stakeholders.
Business Analyst
Gen II Fund Services, LLC
05.2015 - 12.2016
- Built and maintained financial reports/dashboards to help 200+ clients gain real-time access to fund performance metrics.
- Facilitated user access management and client onboard/offboard across 5 SaaS platforms.
- Supervised transition and integration of data between different systems/databases resulting in decreased of manual labor by 160 hours per month.
- Served as primary liaison for 400+ users on small to medium troubleshooting needs within firm.
- Coordinated with third parties for application implementation, support, development, and optimization.
Staff Accountant
Mosholu Montefiore Community Center
05.2014 - 05.2015
- Collaborated with Controller in account analysis, budget proposal, and budget modifications for federal Head Start grant over $1M
- Prepared monthly financial reporting for 30+ DYCD contracts
- Monitored 30 programmatic budgets and ensured properly documented and utilized of divisional expenses
- Forecast budget variances based on analysis of spending: provide routine budget reports to Controller.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Education
Bachelor of Business Administration - Accounting
Baruch College, Zicklin School of Business
New York, NY09.2012
Skills
- Applications proficiency: Office Suite (Excel, Word, PowerPoint, Access, Azure, Active Directory and Exchange), Oracle, Sage MIP, Sage Intacct, Billcom, Trackvia, Box, Net Documents, ADP Payroll, Jira, OneLogin, ServiceNow
- Programming Language: Knowledge of SQL, XML, API, JavaScript
- Familiar with Relational Database
- Experience with Agile System Development Life Cycle (SDLC)
- Project Management
- Vendor Management
- Business Needs Analysis
- UI Improvements
- User Acceptance Testing (UAT)
- Business Needs Analysis
- UI Improvements
- User Acceptance Testing (UAT)
Timeline
Manager of Commercial Applications
Gen II Fund Services, LLC
01.2021 - Current
Senior Business Analyst
Gen II Fund Services, LLC
01.2017 - 12.2020
Business Analyst
Gen II Fund Services, LLC
05.2015 - 12.2016
Staff Accountant
Mosholu Montefiore Community Center
05.2014 - 05.2015
Bachelor of Business Administration - Accounting
Baruch College, Zicklin School of Business
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