Zhiwen (Donna) Zhang, Cpa
About Zhiwen (Donna) Zhang, Cpa
Zhiwen (Donna) Zhang is a Senior Accountant with extensive experience in financial analysis and profit-sharing projects. She holds a Master of Accounting Science and has worked at Oportun since 2020, following roles at various financial institutions including Royal Business Bank and Freedom Financial Network.
Work at Oportun
Zhiwen (Donna) Zhang has been employed as a Senior Accountant at Oportun since 2020, contributing to the financial operations in San Carlos. In her role, she leads projects focused on profit-sharing, ensuring that profits are fairly allocated across various departments, including non-revenue generating areas. She utilizes Nortridge Lending Software to generate reports that support loan operations teams and extracts key information for management and investors. Her expertise in reconciliations covers loan information for over 150,000 customers.
Previous Experience
Before joining Oportun, Zhiwen Zhang held several accounting positions. She worked at Intuit as a Tax Expert for one month in 2020. Prior to that, she served as an Accountant at Royal Business Bank from 2012 to 2015 and later as a Credit Counselor from 2015 to 2018. She also worked at Freedom Financial Network as an Accountant from 2018 to 2019. Her diverse experience in these roles has equipped her with a strong foundation in financial analysis and customer credit evaluation.
Education and Expertise
Zhiwen Zhang earned her Master's Degree in Accounting Science and Bachelor's Degree in Accounting from the University of Illinois at Urbana-Champaign. Her academic background provides her with a solid understanding of accounting principles and practices. In addition to her formal education, she has pursued additional training in SQL and Python, enhancing her skill set in financial analysis and data management.
Achievements in Financial Analysis
Zhiwen Zhang has demonstrated her capabilities in financial analysis through various projects. She led a profit-sharing project that involved analyzing and allocating profits among different departments. Her role also includes performing credit analysis to assess the financial strength of customers applying for loans, such as construction and commercial real estate. She specializes in reconciliations and is proficient in using Microsoft Navision for financial reporting and bank reconciliation.