top of page

Driving Growth with Goal Centric Financial Planning

Improve financial governance, cash flow management, operational efficiency, and growth through a tailored blend of financial accounting and data science with strategic alignment and clear progress tracking.

We work alongside you, supporting your entrepreneurial journey in the most cost-effective way possible.

Zhiyu Wang - Zimark Founder

Zhiyu Wang

Partner

For Individual Business owners, Startups, New Ventures, and Middle Markets

Trusted Advisory Service

Whether you’re looking to enter new markets with detailed insights on industry segmentation, product positioning, and consumer behavior; aiming to optimize capital efficiency and drive top-line and bottom-line growth; or ensuring accurate and compliant financial and tax management for offshore entities in China, Japan, or the US, we are here to support your strategic decisions, daily operations, and internal planning processes.

Leveraging our local expertise combined with our knowledge in finance, data science, economics, and qualitative research, we empower your organization to make informed strategic decisions, improve daily financial governance, and unlock sustainable growth.

Industries

Our Capabilities Covers the Following Industry

Food & Consumer Retail

TMT

Real Estate

How We Help Clients

We work with you on the ground to create growth opportunities and improve operation

FP&A for GTM

► Assess the impact of GTM strategy on top-line and bottom-line growth ► Evaluate capex planning with a focus on ROI optimization ► Determine capital requirements to support GTM execution ► Analyze resource allocation and its effect on the cap table and company valuation

Budgeting and Financial Forecasting

► Manage cash flow and runway effectively ► Optimize financials and processes to support future growth ► Develop goal-centric proformas, outlining key assumptions and milestones to turn forecasting into action

Pricing and Earning Management

► Develop data- and algorithm-driven pricing models to guide pricing strategies and competitive benchmarking ► Combine data science with traditional accounting-based FP&A and forecasting to deliver a competitive edge ► Analyze seasonality, dynamic inventory planning, and client behavior for strategic insights ► Provide a high-level view of pricing impacts on top-line and bottom-line growth, company valuation, and vesting design ► Implement effective pricing discrimination to enhance bottom-line growth

Fractional CFO

►Support Short Term Operations ►Achieve Long Term Strategic Goals ►Support Buy & Sale of the Business

Financial Analysis

► Provide financial insights to guide daily operations and strategic decisions ► Analyze QoE, cash flow, synergies, capex schedules, and operational health for sustainable capital planning ► Deliver recommendations to shape investment strategies and drive long-term growth

Economic and Policy Research

► Empower decision-making by monitoring the macroeconomic landscape, geopolitical risks, and policy changes ► Anticipate policy shifts to strategically position business strategies for future opportunities ► Assist clients in assessing social and economic impacts, and facilitate feasibility analysis for government-related investment projects

Diligence Ready Financial Reporting

► Provide accurate financial reports to support business decision-making ► Enable effective financial governance with a focus on strategic oversight ► Offer a bird’s-eye view of daily operations, enhancing maneuverability across runways to strategic targets, milestones, and the next funding round

Data Science Powered Financial Planning

► Utilize data science-driven models to accurately predict revenue, cost structure, user growth, and key line items ► Leverage CRM, ERP, and business data models to create a holistic view of the business ► Develop dynamic dashboards to digitize and streamline FP&A processes

Scaling Sustainability Through Financial Governance

Experienced Support for Entrepreneurs from Day One


Entrepreneurs and founders often require expert accounting and advisory support from the outset but may lack the resources for full-time solutions to navigate challenges and implement innovative ideas. At Zimark, we address this need by providing staff augmentation to strengthen your existing team or managing the heavy lifting and advisory responsibilities to accelerate your growth.

Accounting-Based Financial Forecasting and Optimization


Traditional financial forecasting, budgeting, and operational optimization rely heavily on accounting, auditing, and financial modeling. This approach is particularly well-suited for firms without access to extensive consumer-centric time-series data required for advanced modeling. Despite its simplicity, the accounting-based framework remains an effective, cost-efficient tool for startups, SMEs, and mid-market companies. Assumptions validated through diligence and key metrics ensure informed decision-making and maintain operational integrity.

FP&A-Driven Go-to-Market (GTM) Strategies


A robust Go-to-Market (GTM) strategy goes beyond market sizing, competitor benchmarking, and sales channel planning. It requires a clear understanding of how these strategies impact the operating model, enabling a comprehensive evaluation of profitability, monetization models, and key business assumptions to ensure strategic alignment.

The FP&A-driven GTM approach enables companies to:

  1. Benchmark alternative strategies and acquisition channels while quantifying their financial impact prior to product launches or capital investments.

  2. Adjust business and monetization models based on diligence findings and pre-launch survey data to identify the optimal strategy for the company.

  3. Effectively manage cash flow and funding requirements, while anchoring valuation for future financing rounds or exit strategies.

  4. Fine-tune the operating model and resource allocation to enhance profitability, drive topline and bottom-line growth, and achieve ROI targets.

Budgeting & Capital planning

 

Optimize cash flow, extend runway, and mitigate credit risk. Develop and implement tailored strategies, frameworks, and financial planning aligned with each SME’s business model, risk appetite, and market conditions. Leverage diligence and accounting based capital planning to ensure financial forecasts and strategy drive business objectives.

We have implemented a hybrid working model combining a digital working landscape and traditional engagement pipelines.

  • We maintain strong governance and high standards for project delivery, whether our talents join in-house, work part-time, or on a project basis. Our team members can participate either onsite or remotely.

  • Significantly lower costs driven by the digital working landscape, a flat team structure, reduced communication inefficiencies, integrity, a sense of self-fulfillment, devotion, and real-world expertise.

  • We focus on real solutions and experience gained through our knowledge network, built by our clients and partners.

  • We work solely for solid results and implementation, with the goal of achieving success through a long-term partnership mindset.

Daniel, NY

"Zhiyu was a massive help, diligent, and did everything we needed in a timely manner. Would highly recommend him to anyone looking for services in the capital markets."

Some of our Talents are Ex

KPMG

UBS

JPM

Amazon

HSBC

EY

IBM Institute

CICC

PWC

Google

国泰君安

BAML

Morgan Stanley

中信

Disclaimer and Clarification

 

The above names indicate prior employment history of our talents, it is a statement of fact. It does not indicate any affiliation, partnership nor any business relationship with above mentioned institutions and firms, nor do they indicate talents are currently employed by above mentioned firms as compliance issue may rise. We are independent and do not receive any endorsement from those firms

Robust Project Governance and Monitoring 
  • Robust Project Governance and Dedicated Support

  • Projects transacted through the platform are NDA binding

  • No conflict of interests

Fee Structures

  • One man-hour is defined as one hour of work performed by an individual.

  • Typical projects for heavy lifting (diligence, research, GTMs modular offerings, etc) range from $1.5k to $50k, and we handle projects of all sizes.

  • Non-heavy lifting projects are commission, project, or retainer-based, and are subject to detailed discussion.

Agile Management & Quick Start

Hourly Contract

  • Open-ended contract with the number of hours tracked by the system.

  • Deposit required at the start of the project.

  • Invoices are sent weekly at the end of each week.

  • An hourly cap can be set by mutual agreement.

  • Any extra deposit will be refunded.

$80 - $250 per hour 

Control Over Spending 

Fixed Rate

  • Predefined requirements.

  • Invoices issued based on milestones.

  • Adjustments to project scope and details are typically limited and require re-evaluation.

  • Great for projects that are small and have quantifiable line items

Based on Project Size

Cost Reduction Through Scale

Monthly Contract

  • Offers great flexibility in terms of project management and workload.

  • No workload limits, except during normal working hours (60 man-hours per week).

  • No need to manage taxes, pensions, or other employee-related costs.

  • Deposit required at the start of the project.

  • Invoices are issued at the end of each month.

$4k to $12k per month
Title
Zimark Connect
Freelancing Site
Gig Economy
Traditional Hiring
Payment Schedule
Flexible Time Frame
Fixed or Hourly
Fixed
Fixed
China & Japan Friendly
Termination Cost
$0
$0
$0
3 to 6 month package
Minimal Management Cost
Seasoned Professionals
Limited
Talent Pre-Screening Interview
Hiring Time Frame
0 to 3 Week
Limited Seasoned Professionals
No Seasoned Professionals
1 to 6 months

Connect & Get to Know Our Cases and Practice

  • Twitter
  • LinkedIn
Transaction Advisory
02:03
Management Consulting
02:13
Economic and Equity Research
01:23
Data Science and Analytics
01:12
bottom of page