THERESA LUU
Sacramento,CA
Summary
Senior Accountant with 20 years of experience in financial and operational roles, recognized for exceptional organizational and communication skills. Proven track record in project management and leadership, delivering accurate financial tools that align with corporate goals. Expertise in financial planning and reporting, with a focus on enhancing profitability and identifying new revenue opportunities. Highly skilled in developing and adapting complex financial reporting processes to drive organizational success.
Overview
27
27
years of professional experience
Work History
Controller
FST Design Build Concrete
01.2016 - 01.2025
- Managed human resources operations as well as account payable and receivable, and prepared financial statements and monthly reconciliations.
- Prepared and analyzed monthly and quarterly sales tax returns and other financial documents and filings, and oversaw the preparation of the year-end binder as required for the annual financial audit.
- Coordinated with banking institutions to attain major financial loans for the company, prepared the monthly Borrowing Base Certificate, negotiated with suppliers and equipment creditors, and organized interest rates, discount rates, and repayment schedules.
- Prepared and managed payroll and payroll taxes, and coordinated with various government agencies to meet all federal and state regulations regarding tax issues.
- Detailed reporting, Audit support, month end closing, internal controls, accounting Team Management, cash flow forecasting, bank reconciliations
Senior Accountant
HEALTHY PETS INC
Union City, CA
01.2011 - 01.2016
- Oversees and prepares financial statements, supporting schedules, monthly account reconciliations, and facilitates monthly close procedures.
- Analyzes financial statements, reports on variances in the data, and corrects any discrepancies.
- Supports numerous departments and managers in the documentation and monitoring of internal controls, and oversees various financial and budgetary projects and assignments.
Controller & Purchasing Manager
KNT MANUFACTURING INC
Fremont, CA
01.2007 - 01.2010
- Managed human resources operations as well as account payable and receivable, and prepared financial statements and monthly reconciliations.
- Prepared and analyzed monthly and quarterly sales tax returns and other financial documents and filings, and oversaw the preparation of the year-end binder as required for the annual financial audit.
- Coordinated with banking institutions to attain major financial loans for the company, prepared the monthly Borrowing Base Certificate, negotiated with suppliers and equipment creditors, and organized interest rates, discount rates, and repayment schedules.
- Prepared and managed payroll and payroll taxes, and coordinated with various government agencies to meet all federal and state regulations regarding tax issues.
Bookkeeper & Purchasing Manager
PRO-DRIVES 2000 INC
Milpitas, CA
01.1998 - 01.2007
- Directed all operations pertaining to accounts receivable and payable, and payroll and payroll taxes.
- Created and organized monthly sales reports, and sales commission reports for each sales representative.
- Maintained open-order status reports, and oversaw all order processing and scheduling.
Education
Associate Degree - Accounting
Mission College
Santa Clara, CARegistered Tax Preparer -
California C-TEC
Skills
- Financial accounting and reporting
- Business management
- Human resources and payroll
- Accounts payable and receivable
- Professional communication
- Corporate tax preparation
- Financial audits and controls
- Networking and negotiations
- Business loans and budgeting
- QuickBooks and PeachTree proficiency
- ERP systems expertise
- Microsoft Office applications
- Cash flow forecasting
- Budget management
- Audit coordination and closing
- Account reconciliation and banking
- Team leadership and relationship building
- Effective communication skills
- Problem solving and detail orientation
- Time management strategies
- Tax compliance
- Staff management
Languages
- English
- Vietnamese
Timeline
Controller
FST Design Build Concrete
01.2016 - 01.2025
Senior Accountant
HEALTHY PETS INC
01.2011 - 01.2016
Controller & Purchasing Manager
KNT MANUFACTURING INC
01.2007 - 01.2010
Bookkeeper & Purchasing Manager
PRO-DRIVES 2000 INC
01.1998 - 01.2007
Associate Degree - Accounting
Mission College
Registered Tax Preparer -
California C-TEC
Similar Profiles
Jessica MullinsJessica Mullins
Part Time Administration, Onsite Residential Remodels at Refined Design and Build, JDM Design CoPart Time Administration, Onsite Residential Remodels at Refined Design and Build, JDM Design Co
PAUL MORALESPAUL MORALES
Project Manager at Spectrum Design BuildProject Manager at Spectrum Design Build
Mohammed KaleemMohammed Kaleem
Estimation & Procurement Lead at Trispec Design & BuildEstimation & Procurement Lead at Trispec Design & Build
Marissa IloviceanuMarissa Iloviceanu
Leadership Student at Natomas High SchoolLeadership Student at Natomas High School
Milysse RamosMilysse Ramos
Server/Bartender at Casa Flores Mexican ResturantServer/Bartender at Casa Flores Mexican Resturant