Khang Lu Email & Phone Number

Remote, Us

Remote, Us

Remote, Us

- Compile monthly a 100 metric report with data collected across 9 departments for the senior leadership- Generate weekly a 94 slide Power Point presentation on KPIs for the senior management- Converted 80% of the weekly KPI slides’ data sources from Excel spreadsheet uploads to SQL ETL- Created a SQL query to automate the weekly sales forecast and saved 95% of the time- Communicate with the senior managers monthly on emerging information to update P&L forecast- Assisted in research of quantitative analysis on competitors in the cybersecurity industry and peers with a subscription based business model

- Created a 3 Year Plan Financial Model that projected Revenue, Expenses, and Cash Balance and was updated on a monthly basis for the Board of Directors- Maintained multiple versions of the Financial Model to produce various scenarios that were requested by the Executives, Board Members, and Investors- Worked directly with the CEO in building the pricing model that calculated the Price and Gross Margin to support the strategic direction of the product- Compiled monthly consolidated Financial Statements, including international entities, within 5 business days- Coded in VBA to automate the publication of the Financials in various formats, saving 95% of time- Also supported other G&A roles in Accounting, HR, and Admin Assistant- In Accounting, maintained the Prepaid and Fixed Assets schedule, and processed AP and AR- In HR, processed the on-boarding of new hires, and maintained the payroll information- In Admin Assistant, planned and ordered for onsite events, and processed expense reports of executives

Santa Clara, Ca, Us

- Chosen to work directly with the CFO to compile critical actual versus budgets analysis for 17 departments resulting in better budgets and improved management decision making. - Partnered directly with the Finance Director to set up the BESP adjustment and VSOE for improved revenue recognition allowing for strict compliance to FASB pronouncements.- Designed and introduced an innovative Monte Carlo simulation/model of customer calling patterns for the VP of Global Support.- Streamlined the purchase price variance calculation process for the VP of Supply Chain from 2 hours to 10 minutes (a 92% reduction) resulting in faster and more nimble decision making.- Researched, analyzed and rolled out warranty amortization calculation improvements resulting in greater accuracy and faster compilation turnaround time.- Drove the monthly analysis and sale reporting process by product line, region, customer type, and vertical from Salesforce and ERP databases resulting in greater sales trends visibility.- Responsible for analyzing and preparing the complex monthly global consolidation process of the balance sheet and income statement.- Key driving force in updating the demo aging and open RMA report biweekly for VP of Supply Chain Management resulting in better visibility of returned goods patterns.

- Designed a customized Excel spreadsheet to more thoroughly organize consumer jewelry products using Macros and VBA minimizing excess inventories.- Drove the detailed analysis of jewelry sales patterns using pivot tables accurately assessing and truing up future merchandise purchases resulting in improved cash flow.

- Assessed customers’ preferences and provided best seating options- Communicated with customers to answer their inquiries or to resolve their problems- Multi-managed customers over the phone and online via LivePerson chat

Master Of Engineering - Meng, Data Science Engineering

Bachelor'S Degree, Computational Mathematics