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Manager Real Estate

Location:
San Diego, CA
Posted:
December 05, 2014

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Resume:

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.



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