Erik Zhou

Erik Zhou is the Chief Accounting Officer (CAO) at Brex, a financial services technology company. Here are some key points about his background and responsibilities:

Background

• Erik Zhou graduated from Georgetown University's McDonough School of Business in 2007 with a Bachelor's Degree in Accounting and Finance.23
• Before joining Brex, he spent over 11 years at PwC, where he held various managerial and senior positions, primarily in the Banking and Capital Markets practice. During his time at PwC, he focused on complex financial transactions, regulations, and day-to-day client operations.145

Roles at Brex

• Zhou joined Brex in December 2018 as the Chief Accounting Officer. In this role, he manages the day-to-day operations of all aspects of financial operations and accounting, including regulatory reporting and tax compliance planning.145
• He also holds additional titles such as President of Brex Treasury LLC and COO of Brex Asset Management. As COO of Brex Asset Management, he oversees the provision of venture debt capital to early-stage companies on the Brex platform.23

Responsibilities

• His remit includes all of the company’s controllership, technical accounting, and financial reporting. He is responsible for ensuring the accuracy and compliance of financial information and manages the team that oversees company-wide back-office systems for governance and operations.45
• Zhou played a key role in the formation of Brex’s broker-dealer in 2019 and is involved in designing and launching financial products such as the Brex business account, which focuses on preserving deposits, providing daily liquidity, and mitigating risk through fund diversification.5

Certifications and Licenses

• Zhou holds a CPA (Certified Public Accountant) license from the California Board of Accountancy and has Series 24 and Series 27 certifications from FINRA.3

Additional Activities

• He hosts a Brex-sponsored podcast and has been involved in various industry discussions and webinars, including those on the evolution of accounting and finance in the context of AI and remote work.6