Summary
Overview
Work History
Education
Skills
Timeline
Barista
Max Lu

Max Lu

CFO

Summary

Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Overview

22
22
years of professional experience
6
6
years of post-secondary education

Work History

Executive Assistant to CEO

Daily_Dae
Taichung
07.2021 - Current
  • Developed and maintained automated alert system for upcoming deadlines on incoming requests and events.
  • Organized and coordinated conferences and monthly meetings.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Created expense reports, budgets, and filing systems for management team.
  • Contributed to smooth business operations by planning and organizing meetings and conferences.

CFO

Callistogaming
Taipei
09.2019 - 03.2021
  • Oversaw budgets, payroll, and expense.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Analyzed operational issues and implemented corrective action.

CFO

TimeBox
Taipei
09.2018 - 08.2019
  • Company Setup/Financial and Back Office Affairs
  • Monthly operating results, budget execution performance reports
  • Provide and analyze management accounting information needed for other management decisions
  • Tax Planning Review the company's various tax declarations and problem handling

Deputy Director of Finance

CHICONY ELECTRONICS CO., LTD.
Taipei
05.2001 - 08.2018
  • Applied effective time management techniques to meet tight deadlines.
  • Paid attention to detail while completing assignments.
  • Proven ability to develop and implement creative solutions to complex problems.
  • Identified issues, analyzed information and provided solutions to problems.
  • Handle monthly closing, review financial statements, analyze and review abnormal items and report to the head office.
  • Funding needs scheduling
  • Planning and reviewing the company's accounting process, and reviewing various accounting operations to comply with accounting and taxation regulations
  • Review the regular and irregular announcements and various information reported to the competent authority
  • Provide and analyze management accounting information required for other management decisions (provide different requirements and purpose-specific reports by week/month/quarter/year)
  • Cooperate with local and head office personnel and CPAs to complete the audit report and annual\other reports
  • Review the monthly operating results and budget execution performance reports of each operating unit
  • Resolution and review of the execution of various fund allocation operations
  • Understand tax regulations and changes, so as to plan the company's overall tax issues
  • Review and summarize the company's annual budget

Education

EMBA

National Chung Hsing University
Taichung
02.2010 - 02.2012

Accounting

National Chengchi University
Taipei
09.1991 - 06.1995

Skills

Inventory ordering

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Timeline

Executive Assistant to CEO

Daily_Dae
07.2021 - Current

CFO

Callistogaming
09.2019 - 03.2021

CFO

TimeBox
09.2018 - 08.2019

EMBA

National Chung Hsing University
02.2010 - 02.2012

Deputy Director of Finance

CHICONY ELECTRONICS CO., LTD.
05.2001 - 08.2018

Accounting

National Chengchi University
09.1991 - 06.1995

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