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* 20+ years progress in finance leadership positions across private and public companies* Built first-class finance/analytics/operations functions for high growth companies* Led multiple rounds of equity and debt financing, IPO readiness and execution* Proven record of setting and achieving financial and operational goals * Passionate in being the "backseat driver" and support the First Team* In-depth knowledge about fintech verticals: payment, money movement, digital banking, ecommerce
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Chief Financial OfficerBrim Financial Mar 2022 - PresentToronto, Ontario, Ca -
Vice President, Finance And Revenue OperationsMarqeta, Inc Apr 2016 - Mar 2022Oakland, California, Us- Fund raising (Series D, D-1, E, E-1) and one debt financing prior to Series D.- Building the finance function from a team of 2 to 30+ (Accounting, FP&A including topline and opex, Corporate Reporting, Analytics, Procurement).- Supporting the First Team: pricing strategy and analysis, resource allocation and budget prioritization, new product initiatives and international expansion, cross functional support for settlement operations and partnership teams.- Co-led the IPO project from readiness analysis and project plan, banker bakeoff, S1 drafting, financial modeling, audit and compliance preparation, to roadshow and pricing/ allocation.- Supported IR, SEC reporting, Board communication, and earnings guidance process post IPO. -
Head Of Finance And Analytics, Braintree (A Paypal Company)Paypal Dec 2013 - Mar 2016San Jose, Ca, UsAdapted to a "startup" like environment since acquisition and built from scratch the FP&A/Analytics function. Budgeting/Forecasting, Management Reporting, Expense Management, Analytics (product, marketing, and sales), Pricing, KPI dashboard, Operations Reviews. -
Senior Manager, North American FinancePaypal Jan 2008 - Nov 2013San Jose, Ca, UsLed the finance team to support the largest business division of PayPal. P&L management, budgeting, forecasting, transaction expense management, margin analytics, mobile expansion. -
Senior Financial AnalystHsbc Card Services May 2005 - Dec 2007London, GbFinancial analysis, forecasting and reporting, business valuation, project management. -
Senior Financial AnalystSupertex Jul 2000 - Apr 2005UsSEC reporting, business analysis, budgeting, fixed asset accounting, equity accounting.
Arthur Zhao Skills
Arthur Zhao Education Details
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University Of San FranciscoFinance -
Jinan University, Guangzhou, ChinaEconomics -
Cfa
Frequently Asked Questions about Arthur Zhao
What company does Arthur Zhao work for?
Arthur Zhao works for Brim Financial
What is Arthur Zhao's role at the current company?
Arthur Zhao's current role is CFO @ Brim Financial.
What is Arthur Zhao's email address?
Arthur Zhao's email address is ar****@****hoo.com
What is Arthur Zhao's direct phone number?
Arthur Zhao's direct phone number is +151034*****
What schools did Arthur Zhao attend?
Arthur Zhao attended University Of San Francisco, Jinan University, Guangzhou, China, Cfa.
What skills is Arthur Zhao known for?
Arthur Zhao has skills like Finance, Analytics, Forecasting, Financial Analysis, Cross Functional Team Leadership, Business Analysis, Management, Analysis, Financial Modeling, Strategy, Financial Risk, Financial Planning.
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