Charlene Zhang
Project Accountant at Plan Group Inc.- Claim this Profile
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Mandarin Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Google Data Analytics Specialization
CourseraAug, 2023- Sep, 2024
Experience
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Plan Group Inc.
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Canada
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Construction
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700 & Above Employee
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Project Accountant
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Jun 2022 - Present
- Analyze the P & L accounts monthly - Prepare balance sheet account reconciliations and analyze with Budget - Generate and analyze monthly project profitability reports and provide insightful commentary based on performance - Prepare billing schedules and revenue forecasts for the project - Issue invoices for revenue, contractors, and expenses - Generate fiscal performance forecasts for both existing projects and assigned planning projects for annual budget and mid-year forecast - Analyze the P & L accounts monthly - Prepare balance sheet account reconciliations and analyze with Budget - Generate and analyze monthly project profitability reports and provide insightful commentary based on performance - Prepare billing schedules and revenue forecasts for the project - Issue invoices for revenue, contractors, and expenses - Generate fiscal performance forecasts for both existing projects and assigned planning projects for annual budget and mid-year forecast
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Acadian Seaplants
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Canada
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Biotechnology
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100 - 200 Employee
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Intermediate Accountant
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May 2019 - Apr 2022
- Built project cost from various sources, and worked with BU leader on allocation - Reconciled and reviewed key accounts, produced monthly journal entries - Performed monthly and annually cost planning and forecasting - Developed and standardized financial reports - Created standard process and dailed process document to end-user for continuous improvement - Coordinated with affiliate companies (India, China, Ireland, Brazil, US) finance teams to roll out corporate finance reporting standard Show less
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thyssenkrupp Elevator
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Germany
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Machinery Manufacturing
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Senior Financial Planning Analyst
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May 2016 - Apr 2018
- Control monthly closing results, monitor, analysis, and report business performance; - Provided monthly and quarterly analysis of financial and operating results for the Germany, AP, and factories. - Cooperated with cross-functional teams(e.g Sales, Marketing) to draft & completed the planning/forecasting to AP/Germany - Lead and continuously improve the forecasting and budgeting process, reporting templates, and analytical models to ensure high-level analytical support for the AP/German - Prepared the China finance performance presentation monthly, review/presentation to China CFO and AP team. Show less
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Cardinal Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Integration Analyst
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2014 - May 2016
- Coordinate Finance team SME for SAP rollout to new integrated subsidiaries- Lead the Finance Shared Service Center establishment, saving 100,000 hours/year in Asia Pacific level- Consolidated subsidiary finance process to standardize the corporate process and reduce 15% management cost
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Costing Analyst
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2013 - 2014
- Reviewed purchase item standard cost, inventory, and provide the estimation sale cost forecast report - Solution provider of actual cost and standard cost variance- Prepare, analyze and review finish goods product cost- Provide the monthly analysis report (based on B/S report) which mainly show the variance between actual, budget and forecast
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Abbott
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United States
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Hospitals and Health Care
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700 & Above Employee
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Accountant
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2010 - 2013
- Execution of the monthly financial close journal entries with documented support, e.g. accrual, allocation - Verified the bills and adjust the differences with the monthly business of the bank statement - Allocated marketing and BD cost to each business unit and project - Prepared monthly B/S account reconciliation and separate into business units - Execution of the monthly financial close journal entries with documented support, e.g. accrual, allocation - Verified the bills and adjust the differences with the monthly business of the bank statement - Allocated marketing and BD cost to each business unit and project - Prepared monthly B/S account reconciliation and separate into business units
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Education
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2006 - 2010
Shanghai Jiao Tong University
Bachelor's degree, Management & Economic -
2022 -
British Columbia Institute of Technology
Data analytics
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