W. Elaine Lu, CPA

W. Elaine Lu, CPA

Event Planner

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location of W. Elaine Lu, CPASalt Lake City, Utah, United States

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  • Timeline

  • About me

    Corporate Controller

  • Education

    • University of Bedfordshire

      -
      Advertising and Marketing Communications Mass Communication/Media Studies
    • University of Utah - David Eccles School of Business

      2007 - 2009
      MAcc Accounting

      Activities and Societies: Beta Alpha Psi

  • Experience

    • CRCJ

      Jan 2004 - Jan 2006
      Event Planner

      Proposed and prepared for event plans;Recruited sponsors for the events;Hunted for talented musicians;Coordinated communications between Beijing office and LA headquarter.

    • Health Line International Corporation

      Jun 2009 - Feb 2015

       Responsible for accounting, cash reporting, consolidated financial package of the company. Prepared annual budget and monthly budge –to-actual variance analysis. Submitted various tax filing and tax payments including federal and state quarterly estimated tax payments and annual extensions, excise tax, personal property tax, payroll tax and sales and use tax. Prepared the financials and schedules for federal and state C-Corporation returns of the company. Advised senior management with new tax law changes affecting compliance, tax accounting and tax planning. Assisted CFO in reviewing liquidity solutions for company funding. Advised CFO of government policies and export financing with EXIM bank and various financing institutions. Proposed and implemented cost accounting analysis to enhance cost control of the company. Finance liaison with external consultants regarding corporate strategic planning, valuation and transfer pricing. Show less  Reviewed U.S. and China’s GL systems, reporting requirements and financial statements. Improved consistency on inter-company transactions. Coordinated the company’s supply chain and import-export between U.S. and China. Research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues. Responsible for bi-weekly sales and aging report to provide timely reflection of company’s performance. Assisted and prepared timely responses to state audit inquiries and stayed current with changes in tax law affecting the company, its tax compliance and tax accounting. Communicated with China’s core team daily. A/P, A/R, GL accounting and reporting. Implemented MRP system which sufficiently improved company’s operation by 30%. Provided cross training on MRP, supervised system performance, and provided technical support; which facilitated manufacturing and accounting functions. Reconciled variance between the GAAP in the States and China. Improved consistency of accounting recording and reporting. Show less

      • Corporate Controller

        Sept 2010 - Feb 2015
      • Lead Project Manager/Senior Accountant

        Jun 2009 - Sept 2010
    • Bridge Investment Group

      Mar 2015 - now
      • Corporate Controller

        Jan 2023 - now
      • Assistant Controller

        Jan 2017 - Jan 2023
      • Senior Corporate Accountant

        Mar 2015 - Jan 2017
  • Licenses & Certifications

    • CPA

      Utah
  • Volunteer Experience

    • VITA Tax Clinic

      Issued by University of Utah Beta Alpha Psi on Jan 2008
      University of Utah Beta Alpha PsiAssociated with W. Elaine Lu, CPA