Zhen Xia
Bellevue,WA
Overview
4
4
years of professional experience
1
1
Certification
Work History
Auditor's Assistant
DAXIN
SUZHOU, China
06.2024 - 02.2025
- Participated in annual audits for 4 companies, semi-annual audits for 3 companies, and compliance/internal audits for 4 companies, supporting audit execution, documentation, and evidence collection across multiple engagements.
- Performed substantive testing on various account balances, by examining accounting vouchers and supporting documents.
- Assisted in bank confirmations and accounts receivable/payable confirmations, and participated in inventory counts, ensuring completeness and reliability of audit evidence.
- Assisted senior auditors in reviewing clients’ financial and operational processes, identifying potential risks, and supporting process standardization to ensure compliance.
Business Analyst Intern
PHALANX ANALYSIS GROUP
Remote
06.2021 - 09.2021
- Conducted financial statement analyses to evaluate company liquidity, solvency, and profitability, identifying growth opportunities and risk factors to support product investment decisions.
- Applied SWOT and Porter’s Five Forces frameworks to analyze travel, sports apparel, FMCG, and PC industries, providing actionable insights for stakeholders.
- Collaborated with business intelligence to consolidate existing data sources, frame data storytelling, and deliver short-term growth strategy recommendations based on sales metrics, presented via a 22-slide research deck.
- Synthesized qualitative (user research) and quantitative (data) insights to draft executive summaries and presented findings to client management.
Education
Master of Technology Management -
University of California, Santa Barbara
Santa Barbara, CA07-2023
Bachelor of Arts - Business Management of Economics
University of California, Santa Cruz
Santa Cruz, California, CA07-2022
Skills
- Team collaboration
- Administrative duties
- Financial Analysis
- Audit Management
- Risk Assessment
- Data Analysis
- Report Preparation
Certification
- CFA Level III Candidate
- FRM Part I Passed
Languages
Chinese (Mandarin)
English
Timeline
Auditor's Assistant
DAXIN
06.2024 - 02.2025
Business Analyst Intern
PHALANX ANALYSIS GROUP
06.2021 - 09.2021
Master of Technology Management -
University of California, Santa Barbara
Bachelor of Arts - Business Management of Economics
University of California, Santa Cruz