Tony Zhou
@tonyzhou
I am a Senior Financial Analyst driving forecasting, budgeting, and strategic decision-making with Excel and SQL expertise.
What I'm looking for
I am a Senior Financial Analyst with 5+ years of FP&A experience focused on budgeting, forecasting, and advanced financial modeling. I partner with executives and cross-functional teams to translate complex data into clear, actionable strategies.
I have a proven track record of improving forecast accuracy by 15%, supporting $15M+ in annual budget planning, and identifying over US$200K in annual cost savings through vendor analysis and process improvements. I build executive dashboards, KPIs, and financial models that inform board-level decisions.
Technically, I am proficient in Excel, SQL, Power BI, QuickBooks, Xero, Tableau, SAP, NetSuite, and Hyperion. I support audits, M&A due diligence, month-end close, and revenue recognition processes with attention to detail and a focus on driving measurable business impact.
Experience
Work history, roles, and key accomplishments
Staff Accountant
Deloitte
Jul 2021 - Feb 2022 (7 months)
Reconciled cash flows and performed month-end bookkeeping on QuickBooks, executing monthly balance sheet reconciliations and P&L flux analysis. Supported external audits by preparing detailed support schedules to improve reporting accuracy.
Education
Degrees, certifications, and relevant coursework
University of Waterloo
Bachelor of Mathematics, Mathematics (Financial Analysis and Risk Management)
2016 - 2020
Completed a Bachelor of Mathematics with a specialization in Math/Financial Analysis and Risk Management at the University of Waterloo from September 2016 to December 2020.
Rotman School of Management, University of Toronto
Master of Business Administration, Business Administration
Attended the Master of Business Administration program at the Rotman School of Management, University of Toronto.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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