Phoebe Zheng
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Phoebe Zheng Email & Phone Number

Director | Financial Analysis | Automation | Data Analysis | Project Management | Financial, Operation, Supply Chain Analysis | SQL | Strategic Thinker | MBA at Kaplan
Location: New York City Metropolitan Area, United States, United States 12 work roles 3 schools
1 work email found @gal.com LinkedIn matched
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Current company
Role
Director | Financial Analysis | Automation | Data Analysis | Project Management | Financial, Operation, Supply Chain Analysis | SQL | Strategic Thinker | MBA
Location
New York City Metropolitan Area, United States, United States
Company size

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Quick answer

Phoebe Zheng is listed as Director | Financial Analysis | Automation | Data Analysis | Project Management | Financial, Operation, Supply Chain Analysis | SQL | Strategic Thinker | MBA at Kaplan, a company with 1 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at gal.com and a matched LinkedIn profile for Phoebe Zheng.

Phoebe Zheng previously worked as Director, FP&A at Kaplan and Senior Manager Financial Planning & Analysis at Vantage Elevation. Phoebe Zheng holds Master Of Business Administration (Mba), Majored In Business Analytics, Minored In Finance from University Of Alabama, Manderson Graduate School Of Business.

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Profile bio

About Phoebe Zheng

As a Senior Manager of Financial Planning & Analysis at Vantage Elevation, I lead the monthly financial consolidation across global business units, streamline bank reporting and addback analysis, model and evolve purchase position analysis for supply chain optimization. I have over 10 years of experience in data/business/operation/supply chain analysis, project management, and financial analysis, with an MBA degree and SAS certifications.Previously, I was a Senior Product Data Manager at Vantage Elevator Solutions, where I led a team of 9 to implement ERP and CPQ systems, a multi-million-dollar project with a hybrid approach. I also developed and maintained product engineering logics in CPQ, standardized information and business process flow, optimized and monitored operation flow with Tableau automated dashboards and reports. I am passionate about leveraging data and technology to drive business growth and efficiency.

Listed skills include Data Analysis, Analysis, Statistics, Microsoft Office, and 37 others.

Current workplace

Phoebe Zheng's current company

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Kaplan
Kaplan
Director | Financial Analysis | Automation | Data Analysis | Project Management | Financial, Operation, Supply Chain Analysis | SQL | Strategic Thinker | MBA
London, London
Employees
1
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12 roles

Phoebe Zheng work experience

A career timeline built from the work history available for this profile.

Director, Fp&A

Current

Fort Lauderdale, FL, US

Feb 2024 - Present

Senior Manager Financial Planning & Analysis

Bronx, New York, US

  • Managing monthly financial consolidation across global business units
  • Using VB script automated consolidation of all global business unit's Trial balance details that summarized up to BS and P&L for efficient variance analysis
  • Streamlining bank reporting and addback analysis, reduced active effort by 80%
  • Automating PO approval SOP
  • Spearheading Inventory/backlog reduction analysis to improve working capital
  • Modeling and evolving Purchase Price Variance and Purchase Position analysis for Supply Chain Optimization
Jan 2022 - Feb 2024

Senior Product Data Manager

Bronx, New York, US

  • Lead a team of 9 to implement ERP and CPQ systems, multi-million-dollar project with hybrid approach (waterfall for high-level milestones and total project timeline + agile for iterative deliverables), created 4k+.
  • Optimize and monitor operation flow with creatively planned Tableau automated dashboards and reports
  • Develop Part Life cycle handbook to organize, standardize and unify the processes across entities for the full life cycle of over 60K+ parts (purchased & manufactured), including initiation, ECN, maintenance and end of.
Apr 2021 - Nov 2022

Business Analyst

  • Create and maintain entire Enterprise Reporting System with Tableau integrating 9 databases/ERP systems (various versions of Infor Visual ERP, Quickbooks, sage businessworks, home-grown system), two in-house CPQs.
  • Manage and engineer in-house web based CPQ platform with Agile method with 100% configurable product modeling and full cost+ pricing implementation
  • Lead external consultant teams and perform data cleansing and analysis for Customer Master and Product Data across entities from M&A and ERP implementation
  • Spearhead the multi-forest SharePoint /Azure AD implementation, AD PowerShell-script based automation for 5 entities
  • Utilize SQL (oracle & sql server) to add, maintain, update and extract data from the data warehouse
  • Reconcile data differences in finance (against G/L)/sales reporting to achieve 100% accuracy
Apr 2018 - Jan 2020

Sr. Supply Chain Analyst

Lodi, NJ, US

  • Managed 40+ suppliers of 1800+ SKUs across 6 countries with $3.5+ mil/ monthly budget in purchasing
  • Continuously sourced for best suppliers by identifying optimized pricing, quality and operation, saved over $200,000 annually
  • Controlled the proper inventory level with optimal timing, cost and quantity based on analyzing sales data, coordinating logistics, understanding and predicting industrial, material trend and exchange rates
  • Collaborated with multiple departments for product promotion
Aug 2016 - Oct 2017

Business Analyst And Management Representative

Carter Enterprises Llc
  • Gathered and analyzed quality inspection data to monitor KPIs, identify improvement opportunities, conducted root cause analysis on defects to prevent future occurrence.
  • Created relational database of inventory with 3,000+ weekly data, elevated efficiency by 300%
  • Time-studied and composed all 200+ procedures across 4 product lines, visualized with process charts to optimize throughput and streamline operations, created working instructions for over 300 operators
  • Led and trained internal auditors across 10 departments and acted spokesperson for all external audits
  • Administered the Quality System with over of 200+ forms, 50+ procedures, 100+ categories of records
Jun 2012 - Jul 2016

Marketing Specialist Of Asia Pacific Region

Rochester, New York, US

  • Standardized working processes and increased efficiency by halving order fulfillment time
  • Hosted quarterly budgeting ($80 million+) planning with marketing, communication, and product teams across regional areas, including Australia, Singapore, Japan & Korea cluster, and South East Asia cluster
  • Provided Asia Pacific regional guidance from campaign initiation support to commercial design
Feb 2010 - Aug 2010

Account Manager

Hoofddorp, North-Holland, NL

  • Managed all project aspects from account establishment, materials procurement, data processing, daily status analyzing, timeline execution and cost control, payment settlement, cash transfer with daily operating flow.
  • Led operation teams in Beijing, Guangzhou and Shanghai with various projects. Major clients included P&G, Reader’s Digest, top online stores including Newegg, Lafaso, operating daily volume of 3,000+ parcels: 50%-80%.
  • Defined alcohol-delivery process, expanding market potential with revenue of $170,000
  • Optimized operations processes/user database, saving 25%, or $12,000 from original project budget
Dec 2008 - Jan 2010

Marketing Executive

Hoofddorp, North-Holland, NL

  • Set-up company official website, designed visual interface and sales tools
  • Conducted feasibility analysis of parcel industry, saving cost on customer approaching by approximately $30,000
  • Developed media channels, doubling yearly media exposure, while reducing expenses by 20%, or $20,000, and catapulted direct inquiries from an average of zero (0) to 15 per month
Jul 2008 - Jan 2010

Marketing Specialist

CN

  • Assisted in planning and monitoring annual marketing budgets of $2.5 million, analyzed potential advertising channels
  • Established and maintained East China media network in all 8 cities
  • Organized over 30+ events/year, including annual customer symposiums with over 2,000 attendees
  • Created and edited 50+/month advertorials for both internal and external usage
Jul 2006 - Jun 2008
Team & coworkers

Colleagues at Kaplan

Other employees you can reach at kaplaninternational.com. View company contacts for 1 employees →

3 education records

Phoebe Zheng education

Master Of Business Administration (Mba), Majored In Business Analytics, Minored In Finance

University Of Alabama, Manderson Graduate School Of Business

Bachelor Of Arts (B.A.), Business Journalism

Shanghai University Of Finance And Economics

Bachelor Of Science (B.S.), Human Resources Management And Services

Shanghai University Of Finance And Economics
FAQ

Frequently asked questions about Phoebe Zheng

Quick answers generated from the profile data available on this page.

What company does Phoebe Zheng work for?

Phoebe Zheng works for Kaplan.

What is Phoebe Zheng's role at Kaplan?

Phoebe Zheng is listed as Director | Financial Analysis | Automation | Data Analysis | Project Management | Financial, Operation, Supply Chain Analysis | SQL | Strategic Thinker | MBA at Kaplan.

What is Phoebe Zheng's email address?

AeroLeads has found 1 work email signal at @gal.com for Phoebe Zheng at Kaplan.

Where is Phoebe Zheng based?

Phoebe Zheng is based in New York City Metropolitan Area, United States, United States while working with Kaplan.

What companies has Phoebe Zheng worked for?

Phoebe Zheng has worked for Kaplan, Vantage Elevation, Gal Manufacturing Company Llc, Winco, and Carter Enterprises Llc.

Who are Phoebe Zheng's colleagues at Kaplan?

Phoebe Zheng's colleagues at Kaplan include Jacob Rosenberg, Alan Williams, Jerry Dervin, Cpa, Kaplan Aspect Sydney Business (Vet), and Zach Muha.

How can I contact Phoebe Zheng?

You can use AeroLeads to view verified contact signals for Phoebe Zheng at Kaplan, including work email, phone, and LinkedIn data when available.

What schools did Phoebe Zheng attend?

Phoebe Zheng holds Master Of Business Administration (Mba), Majored In Business Analytics, Minored In Finance from University Of Alabama, Manderson Graduate School Of Business.

What skills is Phoebe Zheng known for?

Phoebe Zheng is listed with skills including Data Analysis, Analysis, Statistics, Microsoft Office, Sas, Sql, Financial Analysis, and Operations Management.

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