Accounting · Research · Financial analysis

Chunzao
Wan

Accounting & Research Analyst

Economics trained and accounting focused, with experience spanning investment research, audit, and legal consulting.

Portrait of Chunzao Wan

Clear thinking, accountable work, and evidence-led decisions.

Incoming Master of Accounting student at Michigan Ross with a B.S. in Economics from UT Austin. I bring hands-on experience in portfolio and risk management, financial statement preparation, due diligence, and large-scale data analysis.

Download Resume Contact

Selected experience

Work across markets, numbers, and decisions.

  1. 01

    Jul 2025 - Aug 2025

    Los Angeles, CA

    Accounting & Research Analyst Intern

    Ivy Academy LLC

    • Analyzed macroeconomic trends and delivered daily market summaries to the CIO.
    • Implemented portfolio and risk management systems for family office clients.
    • Screened prospective investments, developed preliminary due diligence reports, and built cash flow waterfall models for PE/VC investments, including capital calls and distributions.
  2. 02

    Jul 2024 - Aug 2024

    Beijing, China

    Audit Intern

    KPMG International Ltd.

    • Assisted in preparing quarterly financial statements for two digital media and advertising and marketing companies, 51World and Lesi.
    • Researched industry trends and competitor performance, checked data validity, and flagged suspicious data for client review.
    • Used Python, Stata, and Excel to clean and process 28,000+ data records.
  3. 03

    Jun 2023 - Aug 2023

    Anhui, China

    Legal Assistant Intern

    Dentons Law Offices

    • Provided legal consulting on restructuring, pre-listing tutoring, data compliance, and VIE listings.
    • Assisted private equity fund clients in debt recovery, helping secure legal rights and financial recoveries from defaulting debtors.

Education

Incoming · Sep 2026

University of Michigan - Ross School of Business

Master of Accounting (MAcc)

Graduated · Dec 2025

The University of Texas at Austin

B.S. in Economics · GPA 3.3/4.0 · GRE 331

Capabilities & tools

Analysis
Financial modeling, investment screening, portfolio and risk management
Data
Python, SQL, Stata, Tableau, Excel
Business systems
MS Office Suite, Workday
Languages
English, Chinese, Spanish

Next conversation

Let’s discuss rigorous work with measurable impact.

cw39869@utexas.edu