Lucas Luan
Financial Advisor @Monarch Wealth Corporation
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WORK HISTORY
Financial Advisor @Monarch Wealth Corporation
Mississauga, ON, CA
Mutual Funds offered through Monarch Wealth Corporation.
EDUCATION
University of Economics, Ho Chi Minh City, Vietnam
Bachelor's Degree, Business Administration - Foreign Trade
Massey University
Master’s Degree, Corporate Finance
French-Vietnamese Center for Management Education
Master of Business Administration (M.B.A.), Business Administration and Management, General
ABOUT LUCAS LUAN
Detail- and results-oriented person with extensive experience in accounting, corporate finance, financial reporting/budgeting, performance analysis and internal control. Adept at using financial modeling and Microsoft Excel at advance level and proficiency in using QAD, Quickbooks Pro, JDE, XERO. Effective professional communication in both oral and writing and strong interpersonal skills. HIGHLIGHTS OF QUALIFICATIONS• Good standing member of CPA, CGA (Canada), ACCA (UK), ANZ CA (New Zealand)• Over 8-year experience in corporate accounting and finance with Cleveland Range Ltd (Canada), Ernst & Young, ExxonMobil, Toll Logistics, Abraaj Capital, Pernod Ricard and Frogs-In-NZ• Extensive experience in full accounting cycles of Cash, A/R, A/P, fixed asset, GL and tax reporting• Expertise in preparing and analyzing financial statements under IFRS, financial reporting, budgeting, financial modeling and managing cash flows• Practical exposure with internal controls, auditing and Sarbanes-Oxley (SOX)• Successful implementation of JDEdwards E1 (Oracle ERP), Hyperion (HFM) and Business Object• Proficiency in QAD, JDE E1, XERO, advanced Excel (Pivotable, Data Table, and basic VBA)• Master in Finance with distinction grade from Massey University (New Zealand).
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