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    JAMES ZHAN

    Wellesley, Massachusetts

    Sr. Manager, Financial

    Zoominfo

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    Zoominfo logo

    Jul 2020 – Present

    Sr. Manager, Financial

    Zoominfo

    Jan 2018 – Feb 2020

    Consulting/contract Roles

    Alere Inc logo

    Sep 2013 – Dec 2017

    Sr. Manager

    Alere Inc
    Lazard Freres & Co. Llc logo

    Apr 2012 – Sep 2013

    Manager of SEC

    Lazard Freres & Co. Llc
    L

    Feb 2012 – Apr 2012

    Senior XBRL/SEC-Filing Consultant, Finance Department

    Loral Communications
    F

    Apr 2011 – Jun 2011

    XBRL Best Practice Review Associate Fellow, XBRL Project Team

    Fasb
    U

    Dec 2007 – Feb 2011

    Senior Accountant/Functioned as Director

    Universal American Corp
    L

    Oct 2006 – Dec 2007

    Senior Financial Accounting and Reporting Analyst, Finance/HR/Executive Compensation

    Lehman Brothers
    Revlon, Inc logo

    Dec 2003 – Sep 2006

    Senior Financial Analyst/Functioned as Manager

    Revlon, Inc
    C

    Oct 2003 – Dec 2003

    Sr. Financial System Project Analyst, Corporate Finance

    Cendant Corporation
    Td Bank logo

    Jun 1997 – Jun 2001

    Senior Financial Analyst/Accounting Officer

    Td Bank
    Where I've Studied

    In Progress

    MS, Management Information System

    Marist College

    In Progress

    BA, American/British English Linguistics/Language and Literature

    1997

    MBA, Accounting

    the College of St. Rose

    1995

    BS, Business Administration/Accounting

    1994

    Shanghai International Studies University

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