SU ZHOU
New York
Summary
Finance professional with extensive experience at Big 4 accounting firms and leading asset management companies, focusing on investment advisory and tax optimization. Proficient in regulatory compliance and valuation techniques, utilizing advanced Excel and Python to drive operational efficiency. Committed to developing customized wealth strategies and building strong relationships with high-net-worth clients.
Overview
12
12
years of professional experience
5
5
Certifications
Work History
Founder & Principal
Pine Stone Partners LLC
New York
07.2024 - Current
- Founded boutique tax and investment advisory firm specializing in high-net-worth individuals, families, and foundations.
- Delivered comprehensive wealth strategies focusing on investment structure, estate planning, and tax optimization.
- Managed analytics of client portfolios and ensured tax compliance across diverse asset classes.
- Provided business valuation and strategic planning services tailored for small enterprises.
Controller
ZD Jasper Realty
New York
08.2024 - 02.2025
- Directed all accounting, tax, and financial operations for real estate development firm.
- Streamlined reporting and capital budgeting processes to improve accuracy and transparency.
- Oversaw compliance with regulatory standards, enhancing operational efficiency.
Audit Manager
EY
New York
10.2023 - 03.2024
- Managed audits for hedge fund portfolios with more than $60 billion in assets under management.
- Advised clients on automation of audits, enhancing control reliability and operational efficiency.
Audit Senior Manager
Withum
New York
05.2023 - 08.2023
- Directed audit engagements for hedge funds, private equity, and management companies.
- Advised clients on complex disclosures related to new accounting standards.
Vice President
HPS Investment Partners
New York
10.2022 - 03.2023
- Conducted performance analytics for direct lending and SMA portfolios, producing NAV and performance reports.
- Enhanced ERP-based reporting to improve accuracy in investor communications.
Accounting Manager
Park West Asset Management LLC
New York
12.2021 - 08.2022
- Directed fund accounting, valuation, and portfolio monitoring to ensure compliance with regulations.
- Oversaw NAV reporting while coordinating effectively with external auditors and regulators.
Audit Manager
PricewaterhouseCoopers
New York
07.2013 - 12.2021
- Audited global Fortune 500 and asset management clients with over $50B AUM.
- Specialized in valuation, derivatives, and fair value measurement according to ASC 820, 815, and 133.
- Gained expertise in IFRS and Canadian GAAP through international rotation in Toronto.
Education
Master of Science - Business Analytics
University of Rochester
Rochester, NY01.2015
Bachelor of Science - Accounting
Fordham University
New York01.2013
Skills
- Investment advisory and wealth planning
- Tax optimization strategies
- Regulatory compliance
- Client relationship management
- Valuation techniques
- Financial reporting
- Python programming
- AI audit and automation
- Advanced Excel proficiency
- AI tools and prompt engineering
Certification
CPA
Timeline
Controller
ZD Jasper Realty
08.2024 - 02.2025
Founder & Principal
Pine Stone Partners LLC
07.2024 - Current
Audit Manager
EY
10.2023 - 03.2024
Audit Senior Manager
Withum
05.2023 - 08.2023
Vice President
HPS Investment Partners
10.2022 - 03.2023
Accounting Manager
Park West Asset Management LLC
12.2021 - 08.2022
Audit Manager
PricewaterhouseCoopers
07.2013 - 12.2021
Master of Science - Business Analytics
University of Rochester
Bachelor of Science - Accounting
Fordham University
Similar Profiles
BETSY GALIANO MADIEDOBETSY GALIANO MADIEDO
CODING at Health Stone Primary Care Partners LLCCODING at Health Stone Primary Care Partners LLC
Aenon MeyersAenon Meyers
Family Service Counselor at Everstory Partners/Pine Forest Memorial GardensFamily Service Counselor at Everstory Partners/Pine Forest Memorial Gardens
Luke MarkoeLuke Markoe
Financial Analyst Intern at Pine Valley Investments, LLC. Pine Valley InvestmentsFinancial Analyst Intern at Pine Valley Investments, LLC. Pine Valley Investments
Talia HaddadTalia Haddad
On Air Sales Host at Puff MediaOn Air Sales Host at Puff Media
Erika PinkusErika Pinkus
VP, Senior Client Advisor at Marsh McLennan AgencyVP, Senior Client Advisor at Marsh McLennan Agency