Michael Lu Email & Phone Number

Houston, Texas, United States

Houston, Texas

I worked under the Renewables Accounting Deparment at CAMS.Here, I assisted clients in:•Tracking and paying client invoices•Updating client budget file and determining capital call needs•Updating books to match client payments•Creating monthly investor presentations for clients•Performing quality control activities concerning accounts, records, and invoices•Securing vendor W9 and banking information•Streamlining form and report-creating processes via macros and other forms of basic automation•Updating outdated files

Richardson, Texas, United States

• Reviewed financial statements and PCAPs sent by outside auditors on behalf of CFO to ensure no discrepancies on reports• Monitored invoices and bank balances, and recorded subsequent cash flows to ensure no account became overdrawn• Constructed dashboards and graphs in Excel for usage in presentations and reports for clients and investors• Created an online database for easy client reference

Houston, Texas, United States

• Recorded tips, takeout orders, and other cash transactions into company’s electronic accounting system for reimbursement• Ensured a friendly and welcoming environment to both customers and fellow employees for a enjoyable, stressless experience• Resolved issues with squatters, solicitors, and anti-maskers to ensure a friendly and non-disruptive environment to actual patrons• Coordinated with coworkers via radios and careful surveying to ensure a fair and efficient operation at peak hours

Sugar Land, Texas, United States

• Practiced friendly and welcoming communication with customers to ensure that Covid-19 prevention practices were followed• Assisted coworkers in fulfilling orders when understaffed ensuring satisfied customers and saving several hours of work• Ensured the store remained a clean and sanitized environment during the height of the pandemic to prevent mass infection• Addressed cleaning supply concerns with managers and supervisors to facilitate compliance with Covid-19 guidelines

Bachelor Of Business Administration - Bba, Finance, General, Senior

Activities and Societies: University Finance Association, Model UN, DND ClubRecipient of Fall 2022 University Honors

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Member of the Living Learning CommunitiesRecipient of the UTD Dean's List for 4 semesters.

High School Diploma, High School/Secondary Diplomas And Certificates

Activities and Societies: Academic Speech and Debate Team member Recipient of Academic Excellence Award