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KEVIN LU

Pasadena California, US

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Accountant & Auditor, Financial Analyst

  • Occupation: Business and Finance

  • Degree: Master's Degree

  • Career Level: Qualified

  • Languages: English, Mandarin Chinese

Career Information:

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Highlights:

Skills:


Experiences:

Advisory Senior Associate 08/2011 - current
PwC, Taipei, Taiwan
Conducted in-depth buy-side financial due diligence
• Conducted in-depth buy-side financial due diligence and closing review across different industry sectors including electronics, food , pharmaceutical, financial services, industrial and consumer products, etc • Providing sell-side advisory services including the preparation of pitch materials, Information Memorandum, and dataroom assistance for potential buyers • Conducted Foreign Corrupt Practices Act (FCPA) compliance due diligence over a Taiwanese company in a cross- border deal--
Assurance Associate 12/2010 - 08/2011
KPMG, Taipei, Taiwan
Conducted external financial statement auditing
• Accountable for reviewing and verifying records, external financial statement auditing, compliance with policies, procedures and standards • Completed audit reports for dissemination to management and ensure proper follow up of outstanding items and recommendations--
Internship 12/2008 - 02/2009
State Farm Insurance, Champaign, Illinois Taiwan
Winter internship
• Worked in a team of four to analyze capital allocations and tax issues in the insurance industry • Presented results and made recommendations to managers at corporate headquarters--
Equity Researcher 07/2006 - 09/2007
Truswell Securities Investment Trust Co., Taipei, Taiwan
Conducted equity research
• Researched and prepared reports for portfolio managers on current trends of the equity market • Performed industry and company analyses including site visits, management meetings, financial statement analysis, and valuation • Make investment recommendations to portfolio managers--

Education:

National Central University 09/2000 - 06/2004
, , United States
Degree: Bachelor's Degree
Major:Finance
Bachelor of Business Administration, Major in Finance, GPA:3.5/4.00


University of Illinois at Urbana-Champaign 05/2008 - 05/2009
Urbana-Champaign, , United States
Degree: Master's Degree
Major:Finance
Master of Science in Finance, GPA:3.5/4.00 • Coursework in Valuation, Financial Statement Analysis, Advanced Corporate Finance, Private Equity, M&A, Hedge funds, and Quant Methods for Finance
University of Illinois at Urbana-Champaign 05/2009 - 05/2010
Urbana-Champaign, , United States
Degree: Master's Degree
Major:Accountancy
Master of Science in Accountancy, GPA:3.4/4.00 • Coursework in Intermediate Accounting, Advanced Accounting, Managerial Accounting, Process Management, Business Law, and Federal Taxation

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  • Email:xxx@xxxx.xxx
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