Max Yuming Zhang Email & Phone Number

Beijing, China

Beijing City, China

IPO, M&A, Refinancing, Corporate Bonds, Convertible Bonds

Greater New York City Area

· Analyzed large amount of data for various accounts to improve the processes of reconciliation· Updated and maintained general ledger account reconciliation schedules· Researched and gathered general ledger activity for auditors, and create monthly journal entries

New York, New York

• Conducted detailed research of foreign investor’s offshore investment and asset management strategies, wealth management products, currency market, influence of policies, and tax issue (FATCA)• Assisted with supplement documents of company’s fund, FOF, and other investment products

New York, Ny

• Conduct detailed market research and analyst report of auto repair industry for foreign investors• Assist with pitches for fund firms and insurance firms about various insurance products, tax solutions, and trust solutions facing high net worth individuals overseas

Beijing City, China

• Participated M&A due diligence process for international tax purpose: worked on tax working papers, created tax business plans for VIE, filed documents and ESOP trading summaries• Assisted associates and managers on their international legal regulation and treaties (BEPS related) research, translation, meeting minutes, slides making, code management and communication with tax professionals

Beijing City, China

• Participated M&A due diligence process: collaborated with accountants, lawyers and auditors, communicated with clients’ board members and Securities Regulatory Commission, and prepared reorganization plans• Assisted analysts and managers on pitch and business plans, M&A plans, bonds issuance plans, NDA, financial statement and business analysis reports, and industry research and analysis for local and international companies

Beijing, China

• Collaborated extensively with accounting professionals to facilitate auditing projects for security, high-tech manufacturing, and food industry clients• Applied advanced technical skills utilizing Excel to streamline more than 200 spreadsheets from three different accounting databases to facilitate audit procedures• Assisted the completion of audit procedures over cash, accounts receivable, accounts payable and inventory, including vouching for financial documents, pending out confirmations, and inspecting physical inventory

Newport Beach, Ca

• Utilized the internet, industry association company lists, and the company’s own proprietary database to identify and profile acquisition candidates, CEOs, PE group, corporate, and hedge fund clients• Supported the team and worked closely with director and analysts on all aspects of deal generation process via exclusive research to increase the efficiency and accuracy of projects• Interacted and communicated regularly with managers, senior executives, partners and clients • Acquired practical knowledge of mergers and acquisitions (M&A), private equity, and merchant banking to help perform job effectively

Thousand Oaks, Ca

• Researched and built a database of more than 500 assisted reproductive technology clinics and laboratories’ information in the North America for marketing purpose via Excel and Google Doc Spreadsheet • Contacted professional journals’ managers and discussed posts of the company’s monthly advertisement • Helped the inventory manager to check company’s weekly inventory and storage of all medical supplies and made spreadsheet for all inventories

Orange County, California Area

• Assisted clients from different backgrounds in preparing and filing annual tax returns via professional software• Learned income tax knowledge through training and working with tax preparation professionals and other assistants• Collaborated with other assistants and shadowed professionals to solve various problems for clients in a short time• Utilized professional tax software such as Taxwise to help clients complete their annual tax report quickly and accurately

Irvine, Ca

• Researched and collected legal professionals and law firms’ information and created a database for marketing purpose• Reviewed, advised and improved the details of firm’s official Chinese website to increase publicity among people speaking Chinese language (Main Land China, Hong Kong and Taiwan)

Beijing City, China

• Trained by bankers about Chinese commercial banking practice and knowledge of bank products• Used Excel and other banking software to research and produce databases of client information for business • Assisted bank staff in performing their daily duties including different kinds of documents and emails• Handled liaison and networking between different branches and the headquarter through phone calls and emails• Observed and gained insight into the operation of a commercial bank and built strong network with professionals

Master’S Degree, Accounting, 3.6

Activities and Societies: Vice President of Fordham Accounting and Tax Society

Bachelor'S Degree, Business Economics / Accounting, Major Gpa 3.6

Activities and Societies: Accounting Association, Economics Society, Phi Sigma Pi National Honor Fraternity

High School