Project Manager Sales
Resume:
Grace Wen Lu, CPA
**********@*****.***
Houston, TX 77042 Cell: 832-
SUMMARY
. Independent strategic thinker with ability to identify key financial
element, assessing area for improvement and creatively solve issues with
enhancement
. Strong account analysis skills with broad accounting exposure in AP, AR,
General Ledger, product costing, project accounting and financial
statements preparation
. Ability to analyze key factors that drive industry trend and market
movements
. Solid knowledge of financial hedging product, risk management and
valuation tools
. Computer literate and proficient with SAP, Microsoft Excel, Business
Objects, Crystal, etc
. Honor commitments with ability to comprehend new task quickly and always
willing to take on more responsibilities.
WORK EXPERIENCES
Shell Trading, Houston, TX Project Accountant
2007 -2009
. Implemented new processes to increase percentage of time write from 70%
to 90%.
. Successfully implemented new accounting process for major blueprint oil
project, Capex reporting, month-end settlement review to eliminate
duplicate transaction and to reflect actual spending within the same
period.
. Reviewed project charter, investment proposal, cash flow analysis, NPV,
and IRR calculation to assess risk and ensure all rates were accurate for
project manager.
. Participated financial sign-off of project spending vs. budget and
completeness of trading project scope for risk management and accounting
operation.
. Identified trends and variances and resolved accounting &
processing issues for AP department.
. Annual budgeting and forecast per project scope and manpower
. Analyzed operations to implement new accounting policy and worked closely
with programmer to prepare training material and class for enhancement.
. Focal point for project manager for financial reporting and researches
. Subject expert for project related accounting issues - prepared all
training materials and classed for the group
. Focal point for SAP financial issues
Shell Oil Product US, Houston, TX Stock Accountant
2005 -2007
. Implemented new SAP balancing program to reduce overtime dramatically for
month-end close and to ensure inter-company transactions balanced to zero
without insert or suspense. - prepared training material and classes
(Received an award for the implementation)
. Worked closely with marketing manager to Identify business
opportunities and improve profit for the business unit with excellent
sales, P&L, competitor, industry and market analysis (customer base
increased with sales from 3,000 ton to 30,000 ton)
. Intermediate product group vendor, customer, ledger account and
location reconciliation
. Standard costing maintenance, costing variances analysis and mark to
market valuation
. Trade deal processing with purchase & sales quantity and pricing
variances analysis
. Weekly exchange and consignment review with supply chain and plant
locations
. Awarded for developing Business Warehouse queries for the department
. Liaison with internal and external auditor and tax authorities - sales
tax review for the group
. Product group marketing sales report and business plan preparation
. GAAP and IFRS conversion researches
Shell Chemical, Houston, TX IOT (interoffice) Accountant
2001 -2005
. Successfully mapped balancing database and designed spreadsheet with
counter party for accounts that were out of balance for years
. Timely balanced and closed month-end interoffice transactions
. Cleared IOT suspense account to remain current within 3 months after
joining the group
. Enhanced IOT balancing access database - with trading partner field
program
. Analyzing IOT accounts (11 customers and 6 vendors) - Shell groups
related
. Coordinating meeting with counter parties to balance and clear
settlements
Additional responsibilities after clearing all suspense account and
standardizing the balancing process with counter party after one year with
the group:
. Business Warehouse Query - Designed all reports for the accounts payable
department (Received an award for the implementation) - focal point for
inputs from AP processors
. Analyzing and classifying all accounts payable department's ledger
account (3 accrual accounts, 3 suspense accounts, 8 good receipts and
invoice receipts accounts, and all the third party vendor accounts) -
third party related
. Locations scorecard and key performance index for global accounts payable
. Focal point with plants for GRIR issues - issues resolution of open
purchase & sales
. Monthly AP trend and cash flow analysis - vendors variances analysis and
reporting
. Coordination of annual audit reports with internal and external auditors
. Analyzing and classifying all contingent liability accounts and tax
deferral account for the closing team - extra responsibilities picked up
after third years
EDUCATION
MBA, University of Houston, Houston, Texas
BBA, University of Oklahoma, Norman, Oklahoma
LICENSE & MEMBERSHIP
CFA, Level III candidate -3 year program for charter Financial Analyst
CPA, Texas
Shell Asian Pacific Network Group Executive Committee - elected by member
Shell Mastery Professional Study Group
SAPENG Finance
Golden Key National Honor Society-Scholastic Achievement, U. of Oklahoma
CFA Society of Houston member
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