Kathryn S. Lui
Controller & Operations/Accounting Manager
Mabank,TX
Summary
Well diversified Controller, Operations Manager, Supply and IT manager with 30+ years experience spanning a variety of corporate, manufacturing, commercial, health insurance and non-profit entities. Deep expertise in all facets of accounting, financial management, inventory management, statistical analysis, financial analysis and controllership. Demonstrated skills in designing, evaluating and updating office or enterprise computer needs, systems, and procedures, resulting in significant cost savings and streamlined efficiencies. Experienced with international business management issues, particularly in the pan-Pacific environment. Accomplished with a variety of software products/platforms, including Microsoft Office Suite, Sage Intacct, Great Plains, Quickbooks Online, QB Desktop, ERP, SAP as well as various enterprise-scale retail sales and accounting packages.
Results-proven executive with extensive experience in strategic leadership and operational excellence. Proven track record in fostering team collaboration, driving organizational growth, and adapting to evolving business needs. Skilled in strategic planning, financial management, and stakeholder engagement. Known for strong decision-making abilities and unwavering focus on achieving measurable outcomes.
Overview
14
14
years of professional experience
1
1
Certification
3
3
Languages
Work History
Owner
SMARTACCOUNTING FIRM
01.2020 - Current
- Small to medium business client base, providing business owners with the financial information they need to grow their businesses and realize maximum profitability. Our strategies grew a client’s net profit from FYE24 $334K to $1.5M FYE25 in 8 months.
- For many of our clients, I serve as their outsourced accounting, overseeing and/or supervising daily accounting, inventory and office operations: OE, AR, AP, Purchasing, Fixed Assets, GL, Cash Management, Financial Reporting, performing month end reconciliations.
- My business consulting and CFO services incorporate diving deeper into the numbers providing insight to business owners that help drive revenue, identify opportunities for increased margins, decrease expenses and reduce taxes.
Controller
CLASSIC TRUCK SALES
01.2018 - 01.2020
- Oversee and supervise daily accounting, inventory and office operations: OE, AR, AP, Purchasing, Fixed Assets, GL, Cash Management, Financial Reporting, trucking platform services, perform month end reconciliations.
- Develop, design, implement, install a GAAP certified accounting system including Chart of Accounts, and inventory management system, which did not previously exist at this company
- Streamline and update inventory to operate in a real-time environment, improving accuracy by 95%
- Reconcile purchasing
- Daily reconciliation of all P&L and Balance Sheet accounts
- Develop strategy to reduce office expense by 40%
- Design and create multilevel dashboard reporting to drive management analysis for inventory, purchasing, sales order processes, commissions, truck-service workload
- Design dashboard to streamline workflow process from sales order to delivery. Provides a window view to see where each order is in sales process ultimately fine-tuning to real-time transaction processing
- Investigate and solve warehouse inefficiencies
- Designed and implemented real time COGS resulting in reduction of commission overpayment
- Database administrator and trainer: Sage Intacct and BrightOrder’s EMDECS
Consultant- Controller Level Assignments, Design, Installation and Implementing Accounting Divisions/functions
ROBERT HALF
01.2016 - 01.2018
- DALLAS AREA: transportation industry – day to day responsibilities for all accounting functions specifically revenue, OE, AR, AP, GLJE. Implement best practices according to GAAP for AR, OE, AP, GLJE, financial statements including P&L and Balance Sheet, revenue forecasting, COGS, inventory, KPIs, month end reconciliations
- Research, propose, design, implement and install all modules of SAGE INTACCT (GAAP certified) software, including special Projects, and third party Fixed Assets.
- Research, propose, design, implement and install all modules of EMDECS (transportation service) software, including Inventory Management., identify and improve warehouse efficiencies.
Consultant- Controller Level Assignments, Design, Installation and Implementing Accounting Divisions/functions
ROBERT HALF (Con’t)
01.2016 - 01.2018
- LONGVIEW AREA: manufacturing environment, implementing Dynamic Great Plains accounting system and procedures
- Financial month end reconciliations, inventory cycles
- Design and implement General Ledger, Accounts Receivable, Accounts Payable, Sales, Inventory, Invoicing/Shipping, Fixed Asset module systems and functions
- Monitor and report on debt/credit, bill of material/costing accuracy, manufacturing issues
Controller
INTERNATIONAL BUILDERS SUPPLY
01.2015 - 01.2016
- Design, install and implement full scale GAAP accounting system SAP related ERP
- Government reporting tax compliance litigation response
- Responsible for day to day operations including AP, AR, debt reduction, cash flow & management, forecasting, financial statements, cash controls, all month end operations
President
RWLL, a 501(c)3 CORP
Store Administrator
KOHLS DEPTMENT STORE
General Manager
ILLUSTRATED GRAPHICS/MAGTECH CORP
Vice President, Information Technology
BLUE CROSS ASIA PACIFIC/AETNA CORP
Vice President, Information Technology
TRANSAMERICA FINANCIAL SYSTEMS & CONCEPTS
Director, Information Technology
TICOR TITLE INSURANCE
Director
STANFORD ACADEMY
01.2012 - 01.2015
- Direct student education, progress, curriculum
- Supervise instruction, testing, ensure graduation requirements are met
- Coordinate with, and provide guidance to, parents and students on curriculum and career options
- Classical Education methodology and Montessori based
Education
Bachelor of Science - Finance and Accounting
Utah State University
Logan, UTSkills
- Accounting system implementation
- Financial planning & strategies
- EXCEL
- Payroll
- Government agency negotiations
- Disaster recovery
- Zero Based Budgeting
- Grant writing
- Vendor relations
- Public Relations
- Financial Systems Management
Business planning
Project management
Strategic visioning
Process improvement
Certification
Licensed NOTARY PUBLIC, Texas #130514460
Timeline
Owner
SMARTACCOUNTING FIRM
01.2020 - Current
Controller
CLASSIC TRUCK SALES
01.2018 - 01.2020
Consultant- Controller Level Assignments, Design, Installation and Implementing Accounting Divisions/functions
ROBERT HALF
01.2016 - 01.2018
Consultant- Controller Level Assignments, Design, Installation and Implementing Accounting Divisions/functions
ROBERT HALF (Con’t)
01.2016 - 01.2018
Controller
INTERNATIONAL BUILDERS SUPPLY
01.2015 - 01.2016
Director
STANFORD ACADEMY
01.2012 - 01.2015
President
RWLL, a 501(c)3 CORP
Store Administrator
KOHLS DEPTMENT STORE
General Manager
ILLUSTRATED GRAPHICS/MAGTECH CORP
Vice President, Information Technology
BLUE CROSS ASIA PACIFIC/AETNA CORP
Vice President, Information Technology
TRANSAMERICA FINANCIAL SYSTEMS & CONCEPTS
Director, Information Technology
TICOR TITLE INSURANCE
Bachelor of Science - Finance and Accounting
Utah State University