- Golf
- Animal Care
- Pilates
Nina Zhao
Irvine,CA
Summary
Experienced in a fast-paced financial environment, skilled in analysis and problem-solving with a focus on data-driven decision-making. Proficient in financial modeling and reporting, with a solid understanding of market trends. Seeking to apply transferable skills to make a significant impact in a new field.
Actively preparing for the Chartered Financial Analyst (CFA) Level 1 examination, scheduled for 2025, to further enhance expertise in investment analysis and financial management.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Applied GeoKinetics
02.2024 - Current
- Performed comprehensive financial analysis to assess operational changes, identify emerging trends, and pinpoint opportunities for improvement.
- Streamlined month-end closing procedures by ensuring accurate account reconciliations and resolving discrepancies in a timely manner.
- Developed and maintained weekly Backlog/Pipeline reports to provide actionable insights, supporting FP&A initiatives and enhancing organizational decision-making.
- Enhanced operational efficiency by introducing Power BI for automated data extraction, significantly reducing reliance on manual data entry processes.
Investment Performance Analyst
Meketa Investment Group
11.2022 - 10.2023
- Oversaw the management of more than 10 diverse investment plans, including Defined Benefit (DB) and Defined Contribution (DC) plans, ensuring compliance and optimal performance.
- Analyzed and resolved performance discrepancies, conducted detailed reconciliations, and validated results to ensure accuracy in asset transfers and pricing.
- Calculated and verified investment-related data and statistics, providing clients with accurate and timely information to support decision-making.
- Collaborated with client teams to successfully complete special projects within established deadlines, ensuring client satisfaction and operational excellence.
Accountant Intern
Heilongjiang Zhisheng Accounting Firm
06.2019 - 09.2019
- Reviewed and verified financial documents and journal entries to ensure accuracy and compliance with accounting standards.
- Provided administrative support by organizing and maintaining files, spreadsheets, and financial records for efficient retrieval and reference.
- Coded and categorized invoices, files, and receipts to maintain organized and easily accessible records for auditing and reporting purposes.
Education
Bachelor of Science - Financial Actuarial Mathematics
University of California - Los Angeles
06.2022
Skills
- Microsoft Excel
- PowerBI
- Prioritized Task Management
- Skilled in Python and C Programming
- Team Collaboration
- Data Collection
- Financial Reporting
Interests
Timeline
Financial Analyst
Applied GeoKinetics
02.2024 - Current
Investment Performance Analyst
Meketa Investment Group
11.2022 - 10.2023
Accountant Intern
Heilongjiang Zhisheng Accounting Firm
06.2019 - 09.2019
Bachelor of Science - Financial Actuarial Mathematics
University of California - Los Angeles
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