Peilu Chan, Cpa Email & Phone Number

United States

Raritan, New Jersey

Morris Plains, NJ

• Finance business partner for Industrial Product segments with a total revenue of $120M - prepare monthly rolling forecast, analysis of business trends, budget variance of financial results and key performance.
• Develop in depth analysis of business performance and gap closures with business action plans and recommendations on cost management and pricing strategies. Model/assess scenarios to help execute repositioning project.
• Create robust working capital/Free Cash Flow model for Fluorine Products business with revenue exceeding $1B. Conduct sensitivity analysis to assist the business in achieving 1 turn improvement in working capital and.
• Manage Annual Operating Plan (AOP) and 5 Year Strategic Plan (STRAP). Key contributor in demand planning, supplying planning and SIOP processes.
• Measure and track revenues and fully absorbed costs for new product introductions and breakthrough projects.

Morris Plains, New Jersey

Site controller for mothballed plant in Canada. Managed month-end activities.

Coopersburg, PA

• Performed various aspects of month end closing – prepared necessary journal entries, accruals, variation analyses for COGS expenses and Balance Sheet Accounts.
• Conducted budget/cost analysis to identify cost drivers. Led the monthly CTO (Cost to Operate) meeting to review financial performance of the plant, assisting business partners (plant managers) in managing spending.
• Created annual budgets to assist senior management measure the implementation of cost controls
• Generated valuable financial and non-financial reports (P&Ls, Balance sheets & scorecard) to support business decision making within different functions of the organization (Tax, Operations, IT and Legal)
• Reconciled bank accounts and various balance sheet accounts to ensure the accuracy of financial records. Reconciled inter-company transaction discrepancies.
• Led year-end physical inventory audit

Coopersburg, PA

• Incorporate effective learning strategies to maximize the students’ potential for academic progress
• Provide individual and group-based tutoring to facilitate students’ achieving academic goal

Greater Philadelphia Area

• Utilized ATX software to prepare income tax returns including 1040, 1120S, 1120 and 1065 for individuals, corporations and partnerships
• Collected and analyzed client information from PaperPort and prepared supporting workpapers using Excel spreadsheets to improve the efficiency of filing returns
• Compared current year’s tax returns with prior years’ returns to identify large discrepancies from year to year
• Communicated effectively with tax authorities to ensure compliance with updated tax regulations
• Conducted online research on tax issues and properly substantiated tax preparer due diligence

Ms In Accounting, Accounting, 3.81

Activities and Societies: Treasurer of Delta Tau Chapter, Beta Alpha Psi (The National Honors Fraternity for Financial Information.

Bachelor Of Science, Electronic Commerce