Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

XIAOMING ZHU

Long Island City,NY

Summary

Results-driven Finance Professional with over 10 years of experience leading financial initiatives in banking, financial services, and real estate. Expertise in developing finance infrastructure, stabilizing operations during transitions, and driving financial transformation. Skilled in FP&A, financial reporting, budgeting, treasury, and cross-functional collaboration. CPA and CMA with a solid foundation in finance strategy and operational execution.

Overview

1
1
Certification
10
10
years of professional experience

Work History

Vice President, Finance

ICBC Financial Services LLC
New York, USA
06.2024 - Current
  • Directed liquidation accounting and financial reporting for trust establishment, reserve funding, and asset disposition planning, supporting the firm's orderly wind-down while ensuring compliance with U.S. GAAP and regulatory requirements.
  • Led cross-functional finance initiatives throughout the firm's recovery from a cybersecurity incident through an orderly wind-down, contributing to a clean 2023 audit opinion and transition to the liquidation basis of accounting.
  • Partnered with executive leadership to manage trust establishment, reserve funding, and legal entity wind-down, strengthening strategic decision-making and ensuring regulatory compliance.
  • Coordinated regulatory matters with FINRA and partnered with EY, KPMG, Deloitte, external legal counsel, and Home Office leadership to resolve complex accounting issues, facilitating external audits and enabling key governance decisions.
  • Developed executive-level Board materials, technical accounting memoranda, and financial analyses that enhanced executive decision-making, informed liquidation strategy, and ensured compliance in regulatory reporting.

Senior Finance Associate

Vanke US Management LLC
New York, USA
07.2021 - 06.2024
  • Stabilized the finance function after the departure of the entire finance team, ensuring uninterrupted operations across a $5B real estate portfolio while supporting executive transition and onboarding of a new finance team.
  • Directed financial reporting, quarterly close, cash management, and audit coordination across 10+ projects, delivering consolidated financial analysis that enhanced executive decision-making and investment strategy.
  • Partnered with Asset Management, Investment, and executive leadership to develop profit projections and capital activity reports, delivering financial analyses that informed investment and operational decisions.
  • Led finance process improvements by standardizing workflows and implementing Yardi automation, training business users to strengthen financial controls and increase system adoption.

Senior Accountant

DMG Investments LLC
New York, USA
10.2018 - 07.2021
  • Led implementation of Entrata by designing reporting workflows, overseeing financial data migration, configuring accounting processes, and acting as primary system resource for Finance and Property Management.
  • Delivered Entrata training for Accounting, Property Management, and Accounts Payable teams, guiding AP staff and promoting standardized system adoption across departments.
  • Established in-house finance function post-transition from outsourced accounting, creating financial reporting processes, system infrastructure, and internal controls for four real estate development projects.

Budget Analyst

HNA Property Holdings
New York, USA
09.2016 - 07.2018
  • Led the annual budgeting and forecasting process for a diversified real estate portfolio generating approximately $253M in annual revenue, partnering directly with Project Managers across eight commercial properties and two golf clubs to develop operating plans aligned with business objectives.
  • Collaborated with CFO to deliver financial analyses, budget reviews, variance reporting, and performance insights that informed executive decisions during rapid portfolio expansion.
  • Managed rolling forecasts, budget monitoring, and variance analyses, evaluating project performance against financial targets and formulating budget scenarios to align with evolving business priorities.

Education

Master of Science - Accountancy

University of Illinois at Urbana-Champaign
Champaign, IL
05-2016

Skills

  • FP&A
  • Budgeting
  • Forecasting
  • Financial analysis
  • Microsoft Excel
  • cross-functional leadership

Certification

  • CPA
  • CMA

Timeline

Vice President, Finance

ICBC Financial Services LLC
06.2024 - Current

Senior Finance Associate

Vanke US Management LLC
07.2021 - 06.2024

Senior Accountant

DMG Investments LLC
10.2018 - 07.2021

Budget Analyst

HNA Property Holdings
09.2016 - 07.2018

Master of Science - Accountancy

University of Illinois at Urbana-Champaign
XIAOMING ZHU