Nancy Zhu in

Nancy Zhu

Critic · DISC type C
SVP | Director of FP&A at Cornerstone Home Lending
📍 Greater Houston, United States

Nancy Zhu is the SVP and Director of FP&A at Cornerstone Home Lending, bringing over a decade of international experience in finance, accounting, and auditing. A Certified Public Accountant (CPA) and Certified Mortgage Banker (CMB), she holds an accounting certificate from U. C. Berkeley and a Masters in Finance.

She is a dedicated professional driven by a desire to continuously sharpen her business analysis skills and embrace new challenges. Her interests suggest a focus on staying current with top-tier business and financial news, following publications like The Wall Street Journal and Harvard Business Review.

Nancy holds an impressive and diverse array of professional certifications, including CPA, CIA, CMA, and multiple advanced mortgage banking designations.

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Experience
16 Years
Current Role
SVP | Director of FP&A
Job Level
Leadership
Location
Greater Houston, United States
Personality Overview

How Nancy shows up

ROI Driven
Precise
Information Seeker

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Nancy cares about

Mortgage Banking
She has recently obtained several advanced certifications from the Mortgage Bankers Association, including the Certified Mortgage Banker (CMB) and Accredited Mortgage Professional (AMP) designations.
Financial Planning & Analysis
Her career is centered on FP&A, with extensive experience in financial reporting, analysis, forecasting, and managing month-end close processes for multiple affiliates.
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Career

Work history

8-2023
SVP | Director of FP&A
Cornerstone Home Lending
9-2019 - 8-2023
Manager, Financial Reporting and Analysis
Cornerstone Home Lending
11-2018 - 7-2019
FP&A Consulting Manager
Rand Group
7-2017 - 10-2018
FP&A Senior Consultant
Rand Group
9-2016 - 5-2017
Finance Manager
Snack Street
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2015
Certificate Program
University of California, Berkeley
2007 - 2008
Master of Science
University of Houston
1997 - 2001
Bachelor of Science
Shanghai Jiao Tong University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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