Fiona Zhao

Co-Founder & COO at PowerSheet.ai

Fiona Zhao is the Co-Founder and Chief Operating Officer for PowerSheet.ai.

She has an MBA in Finance and General Management from UIUC and is a Certified Management Accountant (CMA) and was among the first to ever to ever become a Certified Corporate Financial Planning & Analysis Professional (CFP&A).

She is experience with a wide-range of BI, finance, reporting automation and data analytics tools, technologies, programming languages, including with Excel, Power BI, Power Pivot, Python, JavaScript, Power Query, VBA, Tableau, SQL Server, multi-dimensional databases, OLAP cubes, Hyperion Essbase, SmartView, and Oracle BI. Even while at Microsoft, she was considered an a Microsoft Excel guru, providing assistance to her colleagues in advanced Excel and financial modeling solutions.

She has designed and implemented - personally or by leading a team - custom solutions, as well as the analysis models they were based on, for Variance Analysis & Commentary, monthly close, forecasting/project, IT Project Planning, Vendor Analytics, online advertising analytics, ad-hoc reporting, automated invoice submission and processing, automated reporting, first adoption of first BI tools and long-term forecasting & projections.

She has advised CEO's, CFO's, CIO's, IT VPs and other executives at companies ranging from Fortune 1000's down to startups, surpassed targets while managing $1B+ budgets, directed all aspects of Financial Planning & Analysis at multi-billion dollar corporations, prepared decks for board of directors, enabled businesses to successfully enter into new markets, and implemented and automated solutions while working at Microsoft.

She has managed, implemented, improved, and automated processes, analysis models, tools and workflows relating to all aspects of business, including IT, finance, accounting, marketing, legal, operations, business/strategic planning, tax, payroll, accounts payable, marketing, advertising, and investment. She has lead companies to first ever adoption of BI tools such as Power BI and Tableau.

She has a passion for data visualization, design and effective utilization of interactive dashboards, drill-down analysis, and visuals, as well as for automating reporting and the workflow between various BI, data warehousing, reporting, and analysis tools to save time and greatly improve accuracy. Her focus is on delivering analytical tools and models which provide the insights necessary to drive effective executive decision making and implementation.

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  • Co-Founder & COO

    Current role