Patrick Zhou Email & Phone Number

San Francisco, California, United States

Berkeley, California

• Assisted in preparing 600+ tax returns per tax season, including individuals, partnerships, corporations and fiduciaries• Developed and implemented a more efficient tracking process of client’s returns

San Francisco Bay Area

Financial Analyst within Stores Development and Real Estate Department• Improve accuracy of month end close • Streamline reconciliation process of monthly forecast and accruals • Explain forecast variances and identify improvement areas to reduce variances• Complete Annual R&M Budgeting for all brands stores (650+ stores)• Recoup over $50 million in store construction allowances from landlords• Accurately account for payments through constant communication with PMs and AP dept.

San Francisco Bay Area

Financial Analyst within IT, Supply Chain Project Management Office (SCPMO) • Monthly, quarterly, and annual project forecasting for IT Supply Chain projects• Review and provide data towards explaining forecast variances • Identifying ways to reduce forecast vs actuals variances infuture months• Maintaining various trackers and key reporting documents• Processing and reconciling invoices and purchase orders• Logistics support for IT SCPMO

Pleasanton, Ca

• Collaborate regularly with Digital, Radio and TV broadcasting teams on weekly promotions• Plan and execute quarterly company priorities by leveraging all 3 media channels• Build and communicate out quarterly/weekly calendar grids for the 3 media channels• Organize data and changes from various Business Units until promotion releases• Successfully take point and complete special projects assigned by VP of Shopper Marketing• Lead weekly planning meetings• Career Development – complete 2-part Public Speaking course taught by Marketing Manager

Pleasanton, Ca

• Awarded Seafood Communication Lead for packaged category items by Regional Manager• Train new Promotion Specialists in Department (mentor newer Promotion Specialist) • Prepare Ad Meeting Financials for Seafood team using Access Database • Compile and update the Daily Sales Report for divisions • Monitor Seafood overstocks for Portland/Seattle’ stores using Marketing Support Center• Experience accurately building and interpreting figures using Real Time Promotion Planning System (RTPP) – make recommendations base on costs and regular retail prices• Updating promotional calendars to reflect adjustments by vendors• Tabulated Post Financial Reports and Post Sales Reports for Manager and Director • Running queries on Teradata to forecast future movement and run various reports

Dublin, Ca

• Collaborate with finance team to complete 2012 forecast models and trend reports • Research data and manually translating annual financial sales reports from Excel into SAP CRM for each sales personnel in regions assigned• Revenue reporting for individual sales representatives• Document proper procedure of SAP CRM for annual forecasting budgets

Castro Valley, Ca

• Analyze daily reports to successfully meet branch and individual goals• Work with fellow employees to reach sales goals as a team through product knowledge and cross-selling with business partners.• Assess and recommend solutions for customers’ individual financial needs ranging from opening new accounts, mortgage/investment loans and lines of credit. • Strong sales skills demonstrated by reaching monthly sales goals.• Surpass goal of monthly mortgage loans, over eight checking accounts a month within first 6 months, and reached a high value of $45k in investments within first year.• Develop strategies with management team towards reaching team/individual goals through daily management discussions regarding project timelines and progress.

San Jose, Ca

• Manage current and continue building clientele • Develop strategies with management team towards reaching team/individual goals• Help clients solve their retirement goals by managing their investment portfolio• Reviewed clients investment goals and then recommended an investment strategy• Explain to clients a strong and proper investment philosophy and current trends• Research companies financial standings and future outlook for clients• Prepare meeting notes with management team before meeting with clients

Davis, Ca

• Build a bond and connection with UC Davis alumni• Raise over $30,000 per year for UC Davis Annual Fund

Bachelor Of Science, Managerial Economics

Bachelor Of Arts, Communications

• Vice President, UC Davis Asian American Association (6/2007 – 6/2008) • Internal Chair, UC Davis Asian American Association (6/2006 –.