Zongkai (Kai) W.
About Zongkai (Kai) W.
Zongkai (Kai) W. is a Senior Corporate Finance Analyst with extensive experience in financial analysis and consulting. He has worked for various organizations, including Cano Health and Deloitte Consulting, and holds a Master of Science in Financial Mathematics from the University of Miami.
Work at Cano Health
Zongkai W. currently holds the position of Senior Corporate Finance Analyst at Cano Health, where he has been employed since 2021. In this role, he supports asset acquisition and divestment assessments by preparing materials and analyses for due diligence. He has facilitated reporting automation by integrating Power-BI, VBA, and SQL into corporate finance processes. Additionally, he plays a key role in Investor Relations by anticipating investor questions and assisting in preparing responses.
Previous Experience in Finance
Prior to his current role, Zongkai W. worked as a Financial Analyst at Spine and Wellness Centers of America from 2020 to 2021. He also served as a Financial Consultant at DiliVer LLC for four months in 2020. Earlier in his career, he completed a summer internship at Shanghai Pudong Development Bank in 2018, focusing on personal banking. He also gained experience as an Investment and Portfolio Analyst at the University of Miami Student Managed Investment Fund from 2019 to 2020.
Education and Expertise
Zongkai W. earned a Master of Science in Financial Mathematics from the University of Miami, completing his studies from 2019 to 2020. He also holds a Bachelor of Economics in Finance from Henan University of Economics and Law, where he studied from 2015 to 2019. His educational background provides a strong foundation for his expertise in corporate finance and investment analysis.
Skills in Financial Analysis
In his various roles, Zongkai W. has developed skills in financial analysis, including monitoring competitors and industry trends using Bloomberg to evaluate business penetration and identify growth prospects. He has also developed and administered quarterly enterprise financial supplements to support earnings calls and board meetings, showcasing his ability to communicate complex financial information effectively.
Internship Experience
Zongkai W. gained valuable experience through internships, including a position as a Strategy Consulting Analyst Intern at Deloitte Consulting in 2018. This role lasted for three months and provided him with insights into strategic financial consulting. His internship experiences have contributed to his comprehensive understanding of the finance industry.