Chaofu (Jerry) Zhang Email & Phone Number

Richmond, British Columbia, Canada

• Ensuring the timely preparation of billings and monitoring outstanding receivable balances• Preparing J/E’s and other input prior to GL entry• Reviewing of AP invoices• Reconciliation of key GL accounts• Monitoring closely the timeliness of financial data input from other departments• Preparation of audit and tax working paper• Adhering to month-end schedules• Preparing variance reports for senior management on a monthly and ad hoc basis• Assisting in coordinating the budget process and the final preparation of budgets• Assisting in year-end close• Providing guidance to other departments (i.e. operations) for the effective and accurate transferof information• Investigating and recommending financial control options available for implementation

Calgary, Alberta, Canada

• Support Heartland Petrochemical Complex (HPC) information technology (IT) program & project management by monitoring & controlling expenditure, scheduling of projects and change management. • Day to day implementation of project controls (cost estimating, cost controls, planning and scheduling) functions during all stages of the project lifecycle. • Prepared program level reporting and forecasting to director & executive stakeholders• Align with IT project management office governance, supply chain management compliance, accounting processes guidelines & policies,• Ensure accounting and IT processes for financial reporting are aligned.• Provide guidance to project managers on IT business processes; purchase requisitioning, good reciting, accruals, forecasting, resource management and vendor management. • Maintained program, project Sharepoint site & Teams.• Provide training and follow-up with project manager’s for accurate project forecasting.• Recommend process improvements

Calgary, Alberta, Canada

• Worked closely with public and private companies and help them solve complex business issues through reliable financial reporting. • Tested assumptions and evaluate if companies are reporting information that investors and other stakeholders can rely on.• Added credibility to the assertions of management about the financial condition and performance of a company.• Helped organizations effectively handle their risks and meet complex regulatory requirements.• Kept clients up to date accounting standards and regulatory requirements as capital markets and businesses processes evolve more quickly than ever before

Calgary, Alberta, Canada

• Consolidate and analyze financial data for Corporate Services Division's (CSD) monthly management scorecard reporting, yearly budgeting and long range year plan.• Prepare and deliver in a timely and accurate manner, monthly management scorecard reporting.• Develop and maintain financial models and financial model processes for analyzing and reporting on CSD’s monthly management scorecard, budgets, and long range plan.• Track and analyze monthly actual results in comparison with forecasts for CSD and report on performance by department.• Research and prepare variance analysis and explanations.• Reconcile transactions by comparing and correcting data.• Provide monthly analysis for General and Administrative expenditures for CSD.• Collaborate with CSD Project Managers and other Business Units (BUs) to ensure the accuracy of expense and capital spending profile for CSD's accruals, forecasting and budgets.• Maintain routine communication between BUs accounting teams, CSD leadership and CSD project managers.• Prepare, consolidate and report on key performance indicators for CSD.• Assist with developing dashboard for CSD managers that reports on CSD KPIs (key performance indicators).• Develop presentations and reports for reporting on budgets, five year plan, and KPIs for CSD leadership and other BUs.• Assist with documenting and analyzing processes to improve process efficiency and understanding of the accounting processes within CSD such as monthly forecasting, accruals, budgeting, etc.• Maintain internal control systems including requirements for SOX compliance.

Calgary, Alberta, Canada

• Data mine and analyze financial and operational data with the objective of identifying patterns and cause and effect to suggest methods of setting standards for master data.• Reviewing processes that create data and determine cause and effect for reasons creating dirty data, and suggestions to processes to minimize dirty data.• Assist with developing, enhancing and maintaining financial planning models.• Performing ad hoc analysis.

Bachelor Of Commerce (Bcom), Accounting

Activities and Societies: Haskayne Commerce Undergraduate SocietyCPA PEP path

Cpa Student

Passed CFE