
W. Elaine Lu, CPA
Event Planner

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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 - 2009MAcc AccountingActivities and Societies: Beta Alpha Psi
Experience

CRCJ
Jan 2004 - Jan 2006Event PlannerProposed 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 2015Lead Project Manager/Senior Accountant
Jun 2009 - Sept 2010

Bridge Investment Group
Mar 2015 - nowCorporate Controller
Jan 2023 - nowAssistant Controller
Jan 2017 - Jan 2023Senior 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
Associated with W. Elaine Lu, CPA
Languages
- enEnglish
- chChinese
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