Vivien Zhao
Analyst | CFA Level II Candidate | Collaborative Creator | Strategic Thinker
- Role
- Finance and Operation Manager at Aibot
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Vivien Zhao
As a collaborative creator with a background in finance, accounting and business…
Experience
Finance and Operation Manager
Mar 2024 — Present · Long Beach, CA, US
Led the company’s annual strategic planning and budget planning, including strategic structure updates, monthly forecasting, and annual budgeting processes. Streamline top-down and bottom-up strategic budget planning and sign-off process.• Assisted the team in the month-end accounting and operation close process, including preparing accounting entries, reconciliation, and financial reports, collecting financial performance data, conducting variance analysis, and providing in-depth and detailed analysis and insights to support management’s intelligent decision-making and drive business performance.• Collaborated with project teams of 30 to provide operational support and guidance, from project initial project deliverables and budget planning to project execution, ensuring projects are delivered on time, within budget, and to the highest quality standards. Led project weekly and monthly financial operation meetings and prepared reports for the management team.• Updated the company’s business plan. Maintain and update financial models and assumptions to align with the company\'s vision and goals.
Education
Shanghai University of Finance and Economics
Bachelor of Science - BS, Accounting & Business Communication
2014 — 2018
The Johns Hopkins University - Carey Business School
Master of Science - MS, Finance
2019 — 2020
University of Pennsylvania
Summer Program, Business Communication
2015 — 2015
University of California, Berkeley, Haas School of Business
Exchange, Business Administration
2016 — 2017
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