Joan Lu Email & Phone Number

Board Member and Co-chair of Program Committee to Houston Chapter @ FEI | Financial Executives International

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Joan Lu Location

Houston, TX, US

Joan Lu Work

Board Member and Co-chair of Program Committee to Houston Chapter @ (December 2022 - Present)
CFO, Managing Director (U.S.), Member to Board of Directors @ (January 2022 - January 2025)
Vice President - Global Business Development and Finance @ ECF - A private owned energy advisory and service firm with China market focus (January 2019 - January 2022)
Group Controller, Great China, General Motor Int'l Operation @ (January 2016 - January 2018)
Commercial Finance Director @ GE Aero Derivative PowerGen (June 2010 - June 2016)
Finance Controller @ (January 2007 - January 2010)
Finance Director - Goldman Sachs and Constellation Energy ($800m oil and gas investment portfolio) @ (January 2006 - January 2007)
International Controller, International Onshore Operation @ (January 2004 - January 2006)

Joan Lu Education

University of Michigan - Stephen M. Ross School of Business
General Motors Sponsored Executive Education Program
The University of Texas Permian Basin
Bachelor of Business Administration - BBA
Certified Public Accountant (CPA) 2003

Joan Lu Skills

Credit Analysis
Financial Instruments
Commercial Banking
Leadership Development
Influence At All Levels
Asana
Oracle Applications
SAP Products
Microsoft Office
Leadership
Internal Audits
Financial Reporting
Financial Analysis
Financial Statements
Strategic Partnerships
Marketing Strategy
Executive Management
Project Management
Go-to-Market Strategy
International Business Strategy
Strategic Thinking
INCO terms
Client Services
Customer Relationship Management (CRM)
Deal Structuring
Contract Negotiation
Risk Management
Commercial Transactions
Strategic Influence
Board Presentations
Organizational Leadership
Staff Mentoring
Team Building
Recruiting
Cross-cultural Competence
Cross-functional Team Leadership
Acquisition Integration
Control Systems Design
Infrastructure Finance
Finance Transformation
International Financial Reporting Standards (IFRS)
U.S. Generally Accepted Accounting Principles (GAAP)
MD&A and Management Reporting
Internal Control Implementation
Global Consolidation
Quality Control
Enterprise Resource Planning (ERP)
Business Process Improvement
Accounting
Financial Operations
ASC 606
Auditing
BOD Advisory
BOD Negotiation
BOD presentation
Banking
Branding
Business Development
Business Process Development
Business Process Re-engineering
Business Strategy
Capital Expenditures
Cash Management
Client Relations
Commercial Negotiation
Control System Redesign
Corporate Partnership Development
Cost Accounting
Cross-border Transactions
Deal Strategy
ERP Implementations
Finance Operation Go-life
Financial Variance Analysis
Fundraising
GP & LP Partnerships Management
Global Operation Go-life
International Tax
Investment Banking
JV
JV BOD Negotiation
MD&A and Management Reporting
Mentoring
Month-End Close Process
Multicultural Team Leadership
Multiculture Leadership
Operation Scale-up
PeopleSoft
Private Equity, Energy Portfolio
Process & Procedure Redesign
Program Development
Program Management
Public Speaking
Risk Assessment
SEC Financial Reporting
Shared Services
Statutory Audits
Statutory Compliances
Strategy
U.S. GAAP Reporting
Finance
Commercial Finance
Trade Finance
Sales Management
Internal Controls
China Business Development
International Business Development
Oil & Gas Industry
Power Generation
EPC
Sales Operations
Financial Accounting
Corporate Social Responsibility
Organizational Development
Project Accounting
Delivery
Policy
Desktop Computers
Energy Industry
Net
Motivational Speaking
Tax Planning
Training
Budget Process
English
Hyperion
Statutory Audit
New Mexico
Management
Treatment
Reports
Partnerships
Portfolio
Communication
International
Statutory Accounting
E&p
Fortune 100
Ecuador
Algeria
Compliance
System Maintenance
Active
Data Conversion
Rig
Far East
Forecasting
Cell
Pwc
Information Systems
Project Planning
Afe
Gas
Responsibility
Oil and Gas Industry
Texas
Reporting
Oil and Gas
Operations
Writing
Market
Financial Data
Natural Resources
Legal Writing
Mergers and Acquisitions
Pioneer
US GAAP
SEC filings
System
Query Writing
Asset
GAAP
Affiliation
Performance Appraisal
Real Estate
Financial Transactions
Houston
Yahoo
Filing
International Operations
Shanghainese
Inter Company
Financial Forecasting
Property
Project
Proposal Writing
Tax
Data Consolidation
Initiation
Midas
Budgets
Coordinated
Information System
Budgeting
Documentation
China
Encompassing
Revenue
User Training
Vendors
End Users
Progression
SOX 404
CPA
Restore
Customer Relations
Monthly Closing
Dialogues
Combination
Energy
Presentations
Income Tax
Open Communication
Capital
Onshore
Invoicing
Accounting System
Deepwater
Data Entry
Controller
Research
Cost
Capitalization
Cantonese
Monthly Closings
Corporate Office
Internal Audit
Statutory
Moral
Analytical Abilities
Oracle
Analysis
Medical Intuitive
Chinese
Joint Ventures
Finance Infrastructure Development
Automotive
Portfolio Management
Business Planning
Cross Functional Team Leadership
Strategic Planning
Change Management
Customer Relationship Management
Enterprise Resource Planning
Project Finance
Corporate Finance
Due Diligence

Joan Lu Summary

Joan Lu, based in Houston, TX, US, is currently a Board Member and Co-chair of Program Committee to Houston Chapter at FEI | Financial Executives International. Joan Lu brings experience from previous roles at Qosmosys, ECF - A private owned energy advisory and service firm with China market focus, General Motors and GE Aero Derivative PowerGen. Joan Lu holds a General Motors Sponsored Executive Education Program @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Credit Analysis, Financial Instruments, Commercial Banking, Leadership Development, Influence At All Levels and more. Joan Lu has 1 emails and 1 mobile phone numbers on RocketReach.