Jiahui Lu work email
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Jiahui Lu personal email
CPA with experience of data migration and ERP system implementation; Deep understanding of business transactions and how they translate through the accounting system and financial statements;
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Financial Systems LeadAffirmTexas, United States
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Business Systems ManagerAffirm Jul 2024 - PresentSan Francisco, California, Us
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Financial Systems LeadAffirm Mar 2022 - Jun 2024San Francisco, California, Us
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Financial Systems Analyst IiMr. Cooper Sep 2021 - Feb 2022Dallas, Tx, Us• Maintain IT SOX security, hierarchies, business process rules, validation rules, and custom reports in Workday and other financial systems• Work on IT/system projects related to financial accounting and shared services• Develop/maintain SQL queries for automation and ad-hoc reports/analysis• Create custom reports and formulate financial systems to parallel overall business strategies• Assist with integrations between systems• Support Trintech's Cadendy product with Match, Certification, and Monthly Close -
Accounting Systems AnalystWorldlink Us Dec 2020 - Aug 2021Frisco, Tx, Us• Reconcile transactions by comparing and correcting data between systems• Provide initial Sage Intacct training for company users in Finance, Operations, Project Managers, and Sales• Configure Sage Intacct to meet business needs after rollout, including fields, invoice layouts, page layouts, workflows, approvals, smart events, dashboards and statistical financial reports• Enhance existing functionality and improve processes• Develop, test, deploy customizations, custom objects, and new system functionality based on evolving business needs• Design and execute special data queries, commission reports, system reconciliations, and financial analysis via SQL• Developed and documented solutions for business products and systems -
Project Accounting AnalystWorldlink Us Jan 2020 - Dec 2020Frisco, Tx, Us• Implemented Sage Intacct and ensured accurate migration of data from Quickbooks and FinancialForce• Assisting General Ledger data integration from ADP Workforce Now to Sage Intacct• Prepare financial statements, accruals and journal entries, inter-company entries, maintaining reconciliations for all balance sheet accounts in accordance with generally accepted accounting principles• Perform periodic accounting and financial reporting• Responsible for monthly utilization reports along with resource allocation and analysis• Providing system, accounting, process, and controls support and oversight to the project management team during all aspects of a project’s life cycle• Preparation of project related monthly forecasts, budgets and financial reports• Providing analysis of financial results (trends, performance metrics, benchmarks)
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Accounting System AnalystOmnisys (Healthcare) May 2017 - Jan 2020Dallas, Texas, Us• Developed business rules and designed SDLC charts for new ERP system implementation• Streamlined data migration process for new ERP system (Sage Intacct) by manipulating MS Excel data import templates• Reconciled reports across systems to make sure data consistency and troubleshot contract module• Performed monthly billing and resolved billing issues by optimizing SQL queries• Analyzed sales contracts to ensure revenue is recorded in compliance with US GAAP, specifically ASC 606 -
Data Migration AnalystTexas Capital Bank Feb 2017 - May 2017Dallas, Tx, Us• Worked with project team to identify, collate, document and communicate the data migration requirements• Performed source system data analysis to manage source to target data mapping using MS Excel• Performed migration and testing of static data and transaction data from one core system to another• Performed data migration audit, reconciliation and exception reporting -
Data ProcessorTrintech Dec 2015 - May 2016Plano, Texas, Us• Retrieved and processed bank statement for customer database and performed bank reconciliation• Communicated data issues with customers, team leaders and bank representatives• Solved out of balance account issues and invalid data mappings
Jiahui Lu Skills
Jiahui Lu Education Details
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Georgia Institute Of TechnologyComputer Science (Omscs) -
Naveen Jindal School Of Management, Ut DallasInformation Technology Management
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Naveen Jindal School Of Management, Ut DallasAccounting
Frequently Asked Questions about Jiahui Lu
What company does Jiahui Lu work for?
Jiahui Lu works for Affirm
What is Jiahui Lu's role at the current company?
Jiahui Lu's current role is Financial Systems Lead.
What is Jiahui Lu's email address?
Jiahui Lu's email address is ji****@****irm.com
What schools did Jiahui Lu attend?
Jiahui Lu attended Georgia Institute Of Technology, Naveen Jindal School Of Management, Ut Dallas, Naveen Jindal School Of Management, Ut Dallas.
What skills is Jiahui Lu known for?
Jiahui Lu has skills like Leadership, Business Ethics, Powerpoint, Sap, Accounting, It Audit, Microsoft Powerpoint, Relational Databases, Business Analysis, Strategic Planning, Financial Accounting, Microsoft Office.
Who are Jiahui Lu's colleagues?
Jiahui Lu's colleagues are Daniel Chun, Nian Zhen, Artia Washington, Jason Zach, Anthony Lithgow, Tyler Ouillette, Ccp, Ningxin Wang, Cfa.
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