Wendy Zhang, PhD, MBA

Dynamic finance professional with proven track record of providing efficient and effective SEC reporting, audit, and financial controlling services to one of the nation's fastest growing CPA firms and for a leading investment company. Maximizes compliance while minimizing risks by spearheading strategic planning and internal controls initiatives. Ensures integrity and accuracy of work by leveraging experience in diverse regulatory frameworks (PCAOB, SEC, and AICPA). Equally comfortable working autonomously or as team leader/member; builds loyal relationships with clients and colleagues worldwide by delivering pragmatic solutions for unique customer needs. Consistently tapped to resolve complex transactional and client relationship issues. Thrives in challenging, fast-paced, and high-pressure environments where results are time-sensitive and budget-centric. Offers full bilingual proficiency in Chinese and English.

KEY AREAS OF EXPERTISE

SEC Financial Reporting * M&A, IPOs, Restructuring * Relationship Management * Investment Management * International Business and Finance * Operational and Financial Enhancements * Internal Controls Over Financial Reporting * Regulatory Management and Compliance * Financial Statements * SOX Compliance * Risk Management * Research & Analysis