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Chen (Zach) Zhao is a seasoned finance professional with expertise in financial analysis, marketing strategy, and consumer behavior. With a Master of Professional Accounting and experience in auditing, financial reporting, and management accounting, he has worked with top firms like Deloitte and KPMG. Fluent in English, Shanghainess (Wu), and Wuxi dialect, he has a strong background in cross-cultural communication. He has held various leadership positions, including Associate Director at Deloitte, where he led global employee services and consistently generated annual revenue growth of 50%+ above. With a strong educational foundation from the University of Auckland and Shanghai Finance University, he is well-equipped to provide expert financial guidance. As a certified member of the Chartered Institute for Securities and Investment (The CISI), Chartered Accountants Australia and New Zealand, and Institute of Public Accountants, he is a trusted professional in the finance industry.

Credentials

  • Member (MCSI)
    The Chartered Institute for Securities & Investment (The CISI)
    Jan, 2022
    - Apr, 2026
  • Member (MIPA)
    Institute of Public Accountants
    Dec, 2021
    - Apr, 2026
  • Member (CA)
    Chartered Accountants Australia and New Zealand
    Mar, 2018
    - Apr, 2026

Experience

    • Associate Director
      • Jun 2022 - Dec 2023

      - Chinese Services Group (CSG) MY PIC/Team Head & Global Employer Services AD- Chinese business development, consistently generate annual revenue growth 50%+ above since 2018.- Lead Global Employee Services CSG team of 20 consultants, with annual NSR increase rate at 100+%.- Professional investment advisory for Chinese investors in MY.- Cross-functional project management for CSG related Corporate Tax, Indirect Tax, TP, Global Employer Services Individual Tax, Immigration, Audit, Consulting etc.- Relationship managment with clients and stakeholders (e.g. both china and local govt authorities, banks, and lawyers).- Team Management for both GES Immigration and CSG teams.Double promotion (skip Senior Manager)

    • Tax Manager
      • Jun 2020 - Jun 2022

    • Tax Assistant Manager
      • Jun 2019 - Jun 2020

      Double promotion (skip Supervisor)

    • Tax Senior 2
      • Jun 2018 - Jun 2019

      Double promotion (skip Senior 1)

    • Tax Semi-senior
      • Mar 2018 - Jun 2018

  • KPMG New Zealand
    • 新西兰 奧克蘭
    • Audit Associate
      • Jun 2017 - Feb 2018
      • 新西兰 奧克蘭

Education

  • 2015 - 2017
    新西兰奥克兰大学
    Master of Professional Accounting, Accounting
  • 2014 - 2015
    新西兰梅西大学
    Postgraduate Dipolma in Business and Adminstration, Marketing
  • 2009 - 2013
    Shanghai Finance Univeristy
    Bachelor of Management, Information Management and Information System

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