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Zimu (Jimmy) Zhang

ASSOCIATE

Jimmy is a licensed CPA with a strong background in audit, financial analysis, and data-driven decision-making. Fluent in Mandarin, English, and Cantonese, he brings a global perspective to his work with clients across financial services, real estate, and hospitality. Jimmy has conducted financial due diligence for M&A transactions, streamlined reconciliation and consolidation processes through automation, and built KPI dashboards to support FP&A initiatives. His ability to combine technical accounting knowledge with modern data analytics tools—including Alteryx, Tableau, and Power BI—enables him to deliver accurate insights, enhance efficiency, and support regulatory compliance.

CREDENTIALS
  • Certified Public Accountant (CPA)
EDUCATION
  • Wake Forest University – Master of Science in Accountancy
  • College of the Holy Cross – Bachelor of Science in Accountancy

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