Zhe Chen Email & Phone Number

Littleton, CO, US

Denver Metropolitan Area

• General Reporting:
• Support the FP&A monthly review roll up and management summary.
• Support Month Close activity (i.e., prepare journal entries, explain P&L impacts, etc.).
• Monthly review of company’s marketing and operating expenses.
• A key partner with IT in Microsoft Power BI.
• Assist in the generation, review and publishing of monthly performance reports for senior management.Quarterly Budget Process:

Englewood, Colorado, United States

• Prepared the annual budget and rolling forecasts.
• Analyzed and interpreted monthly financial performance, including commentary on variances to budget and monthly trends.
• Built and maintain financial models for reporting on financial performance, including key operational performance metrics and business drivers.
• Created and delivered financial presentations to leadership and executives.
• Attained a solid working knowledge of field operations and other department teams.
• Provided financial business decision support and analysis on process improvement initiatives, new business operations and cost-savings opportunities.

Englewood, Colorado, United States

• Managed Public Interest and CXO accounting, working closely with the CXO, Direct Sales team, and other Accounting groups.
• Performed monthly close duties including preparing journal entries, PL variance analysis, reconciliations, and account analysis.
• Created and improved internal accounting controls and developed efficiency improvements.
• Created and presented ad-hoc analytics, effectively communicating with various departments.
• Assisted KPMG and Internal Audit with quarterly and annual audits by providing supporting documents and answering inquiries.

美国

• Responsible for all regulatory reporting requirements annual audit report.
• Analyze claims payment information and prepare related journal entries for the month close process.
• Prepare and process monthly use tax return, annual personal property tax return and unclaimed property filing.
• Maintain fixed asset system and prepaid schedule, reconcile general ledger accounts as well as bank accounts, assist with audits and special projects.

Colorado

• Prepared monthly closings by journal entries and reconciliation of accounts for review by Controller monthly.
• Helped in a major accounting and POS software conversion including remapping the general ledger account structure.
• Prepared local and state sales tax reporting, ensuring timely and accurate payments including helping with several city and state sales tax audits.
• Daily reconciliation of our main sweep account to ensure accurate and timely information for CEO.
• Reconciled and maintained balance sheet accounts monthly.
• Reviewed preliminary financials and performed variance analysis to ensure financials accuracy prior to review of the executive team.

Master'S Degree, Accounting

Bachelor'S Degree, Accounting And Finance