Van Luc, CPA
***** ******* *******, *** *****, CA 92130
760-***-**** (mobile) / acgxw3@r.postjobfree.com
EXPERIENCE:
EDF Renewable Energy, San Diego, CA
Senior Project Accountant
1. Responsible for a portfolio of approximately $500 Million of solar and
wind projects, duties include month-end closing of single and
consolidated entities, reconciliation of balance sheet accounts,
preparation of monthly financial statements for GAAP and IFRS,
quarterly investor reports, annual financial and tax reporting
documents and ad-hoc reporting requirements
2. Supervise and review work prepared by project accountants
1. Review accounts payable, accounts receivable and sign checks
2. Regular interactions with asset managers, investors, and landowners on
various issues related to the projects
3. Analyze monthly & quarterly flux variances
4. Interact with outside auditors/tax firms for annual financial
statement audits and tax return preparation
Kuhn and Koviak, Inc., San Diego, CA
8/11 -5/12
Supervising Senior
1. Reviewed individual, corporate and partnership returns
2. Supervised and mentor 4 staff accountants
3. Prepared complex individual, corporate and partnership returns
4. Provided tax planning strategies for individuals, partners and
shareholders
McKay, Carne, Lazarus & Goldbarg LLP, San Diego, CA
1/05 - 8/11
Manager
1. Planned, supervised (staff of 2, depending upon size of engagement)
and performed reviews and audits of financial statements of clients in
telecommunications, real estate, service, start-ups, employee benefit
plans and not for profit industries.
1. Prepared single and consolidated financial statements
1. Reviewed and prepared multi-state income tax returns for individuals,
partnerships, S-corps, C-corps, estates, trusts, exempt organizations,
and benefit plans.
1. Assisted clients with maintenance of fixed asset modules.
1. Provided tax planning strategies for individuals, partners and
shareholders.
1. Coordinated with taxing authorities on tax audits and informational
requests.
1. Worked on forecasting, budgeting and other ad-hoc projects as
requested by clients and partners.
Heyman & Associates, Inc., San Diego, CA
8/00 - 11/04
Consultant
1. Implemented accounting software
1. Reviewed and compiled financial statements of telecommunications,
manufacturing and publicly traded companies
1. Prepared and reviewed individual, partnership, LLC and corporate
income tax returns
1. Performed tax planning and tax projections
1. Created and analyzed financial projection models for various business
purposes.
CBIZ SKB Business Services, Inc., Denver, CO
5/99 - 6/00
Real Estate Tax Consultant and Analyst
1. Provided clients with analyses of real estate transactions and its tax
effects; including preparing various cash flow scenarios
2. Provided clients with estate planning and wealth transfer assistance
3. Researched and prepared and reviewed individual, partnership and
corporate income tax returns
4. Conducted lease audits
5. Performed year-end accounting procedures for clients
6. Created databases to assist clients in their construction contracts
management.
Deloitte & Touche - Resources Connection and KPMG LLP, Irvine, CA
9/98 - 4/99
Associate
1. General ledger systems conversion and implementation
1. Preparation of analysis schedules for mergers and acquisitions, and
financial statement reviews
1. Analysis of the accounts payable process to document procedures and
improve process
Franklin Templeton, San Mateo, CA
12/97 - 6/98
Corporate Senior Accountant
1. Handled the month-end closing process, analysis of variances, account
analysis and reconciliation; preparation of monthly management
reports, preparation of internal review binders, income tax
calculation, business management fee calculations, budgets and
consolidation of financial statements of subsidiaries. Assisted with
10K/10Q reporting as needed.
Legacy Partners, Irvine and San Mateo, CA
7/96 - 12/97
Senior Administrative Accountant (8/97 - 12/97 - San Mateo, CA)
1. Performed daily administrative operations of corporate cost center
including cash management, budgeting, forecasting, supervision of on-
line accounts payable, and office management. Duties of cash
management includes administering and operating an on-line wire
transfer system, maintaining and reconciling corporate operating,
savings, and imprest accounts, investing in commercial papers and
treasury bills.
Project Accountant (7/96 - 8/97 - Irvine, CA)
1. Handled the financial management of a portfolio of eleven apartment
communities. Responsibilities included managing all cash functions,
preparing privilege tax returns, conducting month-end close, preparing
and analyzing financial statements and customized reports, maintaining
accounting-related on-site computer systems, and assisting District
Property Manager and clients in interpretation of financial statements
and customized reports.
EDUCATION:
University of Denver, Denver, Colorado, (June, 1996)
Master of Accountancy
Bachelor of Science in Accounting
5-Year Program for Dual Bachelor/Master's Degree, completed in 4 years
with a 3.7 GPA
Certified Public Accountant, (California, Colorado)
TECHNICAL SKILLS:
. SAP (ERP), CCH ProSystem Trial Balance, CCH ProSystem FX Tax, Lacerte,
FastTax, Proseries, QuickBooks Professional, MS Office Professional, BNA
Fixed Assets, FRX Dallas & Coda and Great Plains Dynamics.
. I am exposed to numerous software utilized by different clients as part
of my work for CPA firms and have developed an aptitude for learning new
software in a very short amount of time.