Fiona Zhao

Finance Director | FP&A Leader Driving Transformation with Data, Systems & AI

Role
Director of Finance at Symetra
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Fiona Zhao

A serial entrepreneur co-founder of disruptive no-code, finance, data science, AI & decentralized platforms. Co-Founder & COO of Power Web5 — the only Web5 platform & DB.\"Co-create the future in real-time with the new internet.\" Free @ https://PowerWeb5.ai. Free for unlimited users. Decentralized. AI powered. Offline-capable. Integrated everywhere. Own your data.#1 no/low-code platform in CIOReview Magazine.Join community of Power Sheet — no-code/low-code AI powered Web5 universal app/DB builder & smart spreadsheets for finance, data science, planning & hyper-automation AI. Co-create (standalone), AI generate (from any spreadsheet or data source) or embed & sync (instantly transforming any doc, spreadsheet, app or site) no-code apps, DBs & smart spreadsheets — with embedded automatic Power Tables, Dashboards, Forms, Task Boards, Calendars, Power Formulas, Python, JS, SQL & Web5DB. Web5DB — the only Web5 & offline-capable PWA DB. 615x faster & more scalable vs top cloud DBs & blockchains. Edit, sync, merge & query any kind of data (GBs of graph, JSON, multi-dimensional, time series) instantly, even offline, always conflict-free. Power Invest AI — auto invest in stocks & crypto. Based on hundreds of indicators, data sources, social sentiment & fundamentals in real-time. Showcases what\'s easy to build & only possible with Power Web5. Free @ https://PowerInvest.ai Web5 Smart Content Marketplace — Build from, share & sell smart templates & building blocks in our embeddable decentralized marketplace or private cross-org libraries. Template everything — apps, rows, sheets, formulas.Embed & smart sync platform/created apps in 1-click into existing spreadsheets, docs, sites, messages & apps — Excel, G Sheets, Teams, SharePoint, Salesforce, QuickBooks & moreI\'m ex Microsoft. A data science, automation, finance, Excel, predictive analytics guru with a track record of co-founding and growing high-tech companies into industry disrupting multinationals featured on the cover of magazines, while overseeing all operations and playing a critical role in product design, consulting, marketing, consulting, sales & strategy.An entrepreneurial & intrapreneurial leader who successfully transformed Fortune from descriptive reporting to predictive analytics, leading first adoption of data science, as well as finance modernization, automation, cloud migrations & digital transformation.Welcoming VCs to join our Seed round to expand in LA & Seattle – see Investors Deck ( https://PowerWeb5.ai/InvestDeck) or email I••••••••@PowerSheet.ai

Experience

  1. Director of Finance

    Symetra

    Apr 2013 — Present · Bellevue, WA, US

    FP & A leadership: enterprise-wide strategic financial planning, budgeting, and forecasting, driving performance through KPI alignment and cross-functional collaboration• Finance transformation & AI Adoption: implementing AI-driven automation, designing data structures for analytics, and piloting AI/ML use cases to improve financial efficiency• Financial Operations: month-end activities, fixed assets, technical accounting research

Education

  • Gies College of Business - University of Illinois Urbana-Champaign

    MBA, Finance and General Management

    2006 — 2008

Skills

  • Data Analysis
  • Microsoft Office
  • Financial Reporting
  • Mergers & Acquisitions (M&a) | Financing | Investment | Due Diligence
  • Business Strategy
  • Analysis
  • Financial Modeling
  • Financial Analysis
  • Business Intelligence – Power Bi | Tableau | Sql | Dax | Dashboards | Interactive Reports | Powerapps | Power Query | Oracle Bi | Hyperion Planning | Real-Time Insights
  • Program Management
  • Cross-Functional Team Leadership
  • Valuation
  • Strategy
  • Financial Services
  • Mergers & Acquisitions
  • Entrepreneurship
  • Due Diligence
  • Corporate Finance
  • Vendor Management
  • Mergers
  • Competitive Analysis
  • Finance
  • Variance Analysis
  • Strategic Planning
  • Business Intelligence
  • Management
  • Business Intelligence — Power Bi | Tableau | Sql | Dax | Dashboards | Interactive Reports | Powerapps | Power Query | Oracle Bi | Hyperion Planning | Real-Time Insights
  • Financial Planning
  • Microsoft Access
  • Process Improvement
  • Forecasting
  • Managerial Finance
  • Leadership
  • Risk Management
  • Microsoft Excel
  • Budgeting
  • Business Analysis

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Fiona Zhao — Director of Finance at Symetra in Seattle, WA, US | Unifers