Jason Lu

About Jason Lu

Seasoned energy industry finance professional, a CPA, and a passionate individual contributor, who adds exceptional value in IFRS financial reporting, Budget & Forecast, Financial Analysis and Decision Makings.

Experience

1. Director of Finance

   Veolia | North America

   Apr 2022 — Present · San Francisco, CA, US

   Facility & Building Service business line - west coast, United States• Oversaw full finance and accounting operations of $60M USD business portfolio composed of four business lines.• Managed and trained a team of eight: empowered employees to make decisions on their own – improving employees job satisfaction and efficiency by 50%• Educated senior operations management team’s financial knowledge, improved communication efficiency by 50%• Designed analytic structure and implemented accounting tracking process and system, enabling activity-based accounting analysis and reporting.• Designed and implemented month end closing process, corrected fundamental closing process issues, and completely turned around month end closing operations – from unable to close the month to able to close on time and produce meaningful financial statements with accurate variance explanations for the business.• Educated operations and management team intercompany transfer pricing concept, implemented inter-company deal structure framework and financial settlement process.• Analyzed underperforming business line profitability, provided financial insights that drove the results being high fixed costs for short terms, recommended to focus on revenue growth instead of shedding fixed costs.• Audited RFP price bidding models, analyzed user knowledge of pricing, cleared misuse of EBITDA % as the target to solve for the pricing in a super competitive market, recommended to bring in more acceptable gross margin projects to achieve company level total EBITDA instead.• Built numerous data heavy financial models through PowerPivot and slicer – solved Excel frozen issue completely and shortened the time used to perform month end closing analysis from days to a couple of hours.

Education

• Chartered Professional Accountants of Canada (CPA Canada)

  Professional, Accounting and Finance

• Hefei University of Technology

  Bachelor of Engineering - B.Eng.

• Schulich School of Business - York University

  Master of Business Administration - MBA

Skills

• Accounting Standards for Private Enterprises (Aspe)
• Project Finance Modelling
• Microsoft Excel
• Free Cash Flow
• Variance Analysis
• Project Management
• Strategy
• Financial Variance Analysis
• Discounted Cash Flow Modelling
• Financial Modeling
• Ms Excel Pivot Tables
• Strategic M&a
• Reporting & Analysis
• Break-Even Analysis
• Flexible Budget Analysis
• Corporate Finance
• Corporate Tax
• Financial Analysis
• Transfer Pricing
• International Financial Reporting Standards (Ifrs)
• Master Budget
• Management
• Wacc
• Journal Entries
• Budget Forecasts
• Cvp
• Finance
• Cost Variance Analysis
• Sensitivity Analysis
• Relevant Cost Method
• Financial Accounting
• Microsoft Office
• Project Finance
• Business Strategy
• Management Accounting
• Variable Costing
• Forecasting
• Process Costing
• Competitive Analysis