Lisa Lu-Dangler Email & Phone Number

Richmond, Va, Us

Richmond, Virginia Area

• Work with department heads on their preparation of overhead budgets and the long-range plan, provide guidance where needed and review submissions for completeness• Coordinate budget input for over 40 cost centers into the company system and field questions from the central functions team on input and variances• Analytically review budget variances for reasonableness and make adjustments as needed• Review actual cost center results monthly in comparison to budgets to identify potential over or under spending and contact department heads to discuss. Ensure all relevant items are posted prior to each month’s cost center close• Lead the data collection and manage the submission of the annual financial reports• Prepare and submit the quarterly Board of Director compensation statements. Oversee the stewardship expenses posted by the Shared Service Center • Check and confirm the monthly transmissions of the income statement and balance sheet for all US general ledgers• Coordinate with the actuaries and HR department to collect information and manage the accounting and reporting for select US pension, post-retirement plans. Respond to inquiries from Consolidations and ensure adherence with both ASC 712 and company standards• Liaise with the Tax Department and other members of the Finance team to account for selected executive compensation plans. Coordinate with Payroll and the Executive Compensations groups to reconcile withholding taxes for both local and oversea employees for proper apportionment• Oversee the accounting for fixed assets located in the US and compliance with company policies. Monitor balances, activities and reporting done by the Shared Service Center. Support the Tax Department as needed in their preparation of the US tax return as it pertains to fixed assets.

Burlington, Ontario, Canada

• Prepared consolidated financial statements on monthly basis• Assisted the controller on generating month-end and quarter-end analytical reports• Prepared financial budgets on quarterly basis • Prepared working paper, account analysis and account reconciliation• Maintained inter-company accounts and fixed assets records• Calculated and prepare adjusting entries• Assisted the controller in financial forecasting process• Prepared year-end financial information for tax purpose

Hamilton, Ontario, Canada

• Provided consulting services to various clients of month-end and year-end closing, bank and accounts reconciliation, payroll, government remittance, budgeting, financial statements and other accounting functions• Analysed and reconciling G/L accounts, generating financial statements and other reports• Produced corporation and personal tax returns• Prepared client’s file with lead sheets and working papers