Ling Zhang

Critic
DISC Type : C

Partner, Accounting Advisory & CFO and Business Advisory at Forvis Mazars US

McLean, Virginia, United States

Overview

Ling Zhang is a Partner at Forvis Mazars US, providing accounting advisory services with a focus on IPO readiness, de-SPAC transactions, and M&A. A Certified Public Accountant with a Masters from Indiana University, she assists clients in the software, technology, and life science sectors with complex accounting and SEC reporting.

She has guided a diverse client portfolio with company revenues ranging from $10 million to over $50 billion through complex financial events.

Personality Overview

Information Seeker

Negotiator

Critic

They like to take decisions independently and do not seek others' support often.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

IPO & SPAC Readiness
A primary focus of her work involves guiding private companies through the complexities of going public via IPOs, de-SPACs, and reverse mergers.
M&A Accounting
She has deep expertise in the accounting intricacies of mergers and acquisitions, including carve-out financial statements and post-merger integration.
Complex Transactions
Her specialties include navigating complex accounting for stock compensation, debt and equity financing, and implementing new standards like revenue recognition.

Media Appearances

Ling has no verified media appearances

Work History

5-2019
Partner, Accounting Advisory & CFO and Business Advisory at Forvis Mazars US
10-2018 - 5-2019
Manager, Financial Accounting Advisory Services at EY
3-2016 - 9-2018
Audit Manager at BDO
12-2011 - 3-2016
Senior Associate at Gurman & Company, PLLC (Merged with Gross Mendelsohn & Associates)
10-2010 - 11-2011
Accountant at F&F landscaping, Inc

Education

Master from Indiana University - Kelley School of Business

More Information

Social Presence :

Prographics :

Exp : 15 Location : McLean, Virginia, United States Job Level : Leadership Designation : Partner, Accounting Advisory & CFO and Business Advisory at Forvis Mazars US
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Insights For Selling To Ling

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ling is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Ling

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Ling move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Ling take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Ling

Personality Compatibility


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