Open to opportunities

Tony Zhou

@tonyzhou

I am a Senior Financial Analyst driving forecasting, budgeting, and strategic decision-making with Excel and SQL expertise.

Canada

Message

What I'm looking for

I'm seeking a Senior FP&A role where I can lead forecasting, budgeting, and financial modeling, partner with executives, drive cost savings and support strategic growth in a collaborative, data-driven environment.

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.

Quickbooks Month End Close Account Reconciliation Cash Flow Analysis Revenue Recognition Bookkeeping

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.