Joyce Lu is a highly motivated financial leader with over 31 years of experience in developing and implementing financial processes and systems. She currently serves as the Principle Manager of A&G Shared Services at Southern California Edison, where she provides leadership, financial analysis, and budget management. Previously, she held various managerial roles in corporate accounting, regulatory finance, tax depreciation, and benefits accounting. She is skilled in areas such as financial reporting, budgeting, variance analysis, and ensuring compliance. Feedback from colleagues highlights her strong leadership, work ethic, and commitment to excellence.

1. Joyce Lu Joyce.Lu@sce.com
1842 Island Dr. Fullerton, CA 92833
562.716.0620
SUMMARY OF QUALIFICATIONS
Highly motivated, results-driven financial leader with 31 years’ experience developing, presenting, and implementing value-
added recommendations, processes and systems for improvement. Excellent analytical, technology, and communication skills
with a track record of achievements in financial planning and project management. Committed to high ethical standards.
Internal/external customer and employee focused. Core competencies include:
Leadership
Staff training and development
Teambuilding
Coordinate cross-functional groups
Motivate groups to accomplish
objectives in fast-paced, dynamic
environment
Ability to communicate effectively
with a variety of personality styles
Financial
Financial statements and executive
management reporting
Earnings variance analysis and
presentation
Financial and regulatory accounting in
compliance with GAAP, Sarbanes-
Oxley 404, CPUC and FERC
requirements
Financial Continued
Revenue, fuel and purchased power
expense budget preparation
Benefits accounting and payroll
reconciliation
Tax return supporting documentation
Affiliate transaction accounting officer
“Joyce is dedicated to her job with a commitment to excellence in everything she does. She is able to perform
her responsibilities with little guidance by fully understanding all aspects and reaching sound decisions.” –
Assistant Director
“Joyce sets an example to the Controllers organization as a leader committed to getting the job done, doing it
right, working efficiently and effectively and delivery results in a timely manner.” – 2010 PDP Comments Section
As a leader, Joyce, “delegates and promotes decision making to direct reports by providing guidance and
support rather than resolutions.” – Feedback on management style
PROFESSIONAL EXPERIENCE
SOUTHERN CALIFORNIA EDISON, Rosemead, CA (2/1984-present)
Principle Manager of A&G Shared Services (4/2014 to present)
Principle Manager of Corporate Budgets (3/2013 to 4/2014)
Commit Journey to Great in achieving and sustaining Operational Excellence and High Performance Organization to close
affordability gap to 1st
Quartile in cost efficiency and establish foundation for sustainment. Provide direction and make
key decisions on 2014 OpX Initiative project, strengthened A&G budgeting’s functions, and enhance the cross-functional
knowledge in supporting budget preparation, building good clients-based relationships and improving the team’s
analytical skills. Fully Support the transitioning of ad-hoc reporting to standardized reporting project as well as Analysis
for Excel (AFE) Budget and Forecast template. Monitor actual performance against budget and provide periodic updates
on consolidated and/or non-consolidated financial and operational performance to senior management. Perform
financial analysis, reporting and governance activities such as budget variance analysis. Manage resources and budget
levels to meet strategic objectives and operational needs. Establish performance expectations and goals aligned with
Company objectives, policies and procedures. Manage, train and develop staff by providing timely feedback, coaching
and support. Possess the overall responsibility for reviewing the budgeted Income Statement for SCE in 2013.
Key Results:
• Successfully identified OpX savings opportunities for A&G organizational units: Kicked off this project in March
of 2014 and reflected all savings in 2014 YE forecast and 2015 budgets.
• Continuously provided leadership to staff including counseling, training and development, as well as cross-trained

2. Joyce Lu
employees within the group in improving the group’s efficiency.
• Promote accuracy and consistency in financial analysis, reporting and governance activities
such as budget variance analysis, budget development, and regulatory finance
• Interface with OU Executive Management and SCE Corporate staff to report on the status of OU O&M and Capital
spend relative to budgets, as well as project-specific financial reporting and with other Finance managers
to resolve cross-OU budget/funding issues related to projects and or daily operations
• Coordinate the process and procedures to ensure consistent, timely and standardized annual
and total project forecasting and scheduling. Tracks estimates, actual and committed spend
and alerts project managers of potential budget shortfalls. Responsible for administering
project management reporting tools and change management including earned value metrics
such as cost performance index and schedule performance index
Manager of Tax Depreciation and Property Tax Accounting (3/2011-present)
Manage a staff of 10 managers offering counseling, training and development, salary administration and performance
management. Provide direction and make key decisions on diverse, strategic company-wide issues. Strengthen
divisional tax/accounting functions and streamline efficiency closing processes. Oversee operation of calculating GAAP
and Internal Revenue Code requirements which impacts Southern California Edison’s (SCE) company-wide earnings and
Tax Return Filing. Work with cross-functional groups to ensure timely and accurate preparation of book and tax
depreciation accounting, budgeting variance analysis, long range forecasts, writing regulatory related testimony, memo
accounts related depreciation and average investment rate base, property tax expense accrual, corporate Federal and
State tax return supporting documentation and accrual to tax return true-up schedules. Develop and support all
regulatory filings (CPUC, FERC and IRS) as they pertain to all property related tax matters and interface with federal and
state taxing authorities including writing testimony. Establish and implement accounting policies and procedures
consistent with GAAP and tax requirements. Report directly to the Director of Capital Recovery and Valuation Services.
Review and certify Tax Depreciation and Property Tax related SOX documents. Ensure that the team is in compliance
with Sarbanes-Oxley requirements.
Key Results:
• Core Member of the EIX/SCE Closing Efficiency Project: Recommended changes and implementation of current
processes (Discussed all closing related critical paths) and prepares a presentation to EIX and SCE Controllers
• Provided accounting guidance to Tax Depreciation and Property Tax staff with any new or updated IRS tax rules.
Communicated regularly with Tax Department managers and team in implementing automated system between
Power Tax and Power Provision which resulted in reducing manual errors significantly.
• After evaluating the Tax Depreciation closing process, implemented a major change in evaluating, developing
and streamlining month-end closing of SCE’s financials. Within 2 months, reduced monthly reporting processing
time by 5 business days and significantly improved reporting accuracy.
• Standardized the process of Cost of Removal allocation methodology to create consistency with year to year
comparisons impacting SCE’s financials. Ensure the overall method of accounting is meaningful and leveled out
the earnings impact.
• Streamlined accrual accounting processes improving the group’s efficiency by 45%.
• Created and established the Tax Depreciation group’s only employee training to expand utility related tax
knowledge and relationship-building between management and employees. As a result this training has
increased accountability and improved accuracy department and business unit-wide in a deadline-dependent
environment. Worked effectively to deliver training that met the team’s diverse communication styles.
Manager of Corporate, Regulatory and Benefits Accounting
Manager 3 (7/2005-3/2011)
Supervisor to Manager 2 (9/1997-6/2005)
Promoted to a Senior Manager position in recognition of ongoing performance and dedication in 2005 and acquired
Benefits Accounting section in 2009. Reported to the Assistant Controller and led a unit of 20 accountants, responsible
and accountable for the day-to-day operations of Edison International (EIX) and SCE financial records. Oversaw the
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3. Joyce Lu
recording of SCE’s electricity revenue of $10 billion and fuel and purchased power expense of $3.5 billion per year.
Ensured 100% accuracy in all recorded amounts as any error would impact SCE’s financials significantly. Provided timely
closing of SCE and EIX’s financials on a monthly basis overseeing the recording of revenues, regulatory treatment of
revenues and costs, benefits related accounting such as executive deferred compensation, stock-based compensation
accounting, various Payroll related account reconciliations, timely filing 401K Tax Return, benefits related audited
financial statements, and routine monthly corporate accounting entries. Compiled, analyzed and presented earnings
impact to Chief Financial Officer, SCE Controller, Treasurer and EIX Controller to make key financial decisions on a
monthly basis. Provided variance explanations and communicated financial discrepancies with management and Price
Waterhouse which enhanced the quality and content of the monthly financial reporting package. Regularly delivered
high-level financial presentations to executive management.
Key Results:
• Successfully developed and established new financial and regulatory accounting processes and procedures
consistent with GAAP and regulatory requirements. First created a tool in 1998 for the electric restructuring
market which is still used today. Once tool was put into production it quickly captured problems such as missing
revenue, with was estimated to have impacted findings by $100 Million.
• Part of a core team in the Controller’s group which developed a month-end/year-end financial process that is
instrumental to the CFO and Controller in releasing company financials to the media. Because of the success of
this streamlined process it has now become a regular procedure.
• Improved the overall financial review process by changing the analysis methodology of Accounts Receivable
Uncollectible Reserves, Accounts Payable Accrual, and Payroll related issues.
• Successfully guided the Corporate, Regulatory and Benefits Accounting group through ERP/SAP system and
accounting conversions which resulted in over 20 accountants being prepared and familiar with new system to
minimize conversion downtime.
• Successfully established new Accounting Procedures, Policies and Processes during the conversion period from
the traditional regulated electric utility industry to a more competitive market system in 1998. Provided strong
leadership and guidance to Corporate Accountants and various departments to define accounting and
regulatory issues.
• Properly accounted for Fuel Expense, Purchased Power Expense (including transactions with the California
Power Exchange and ISO), Billed Revenues, Unbilled Revenues, Balancing Accounts and Memorandum Accounts
that resulted in providing accurate data for preparation of monthly, quarterly, and annual financial statements.
• Analyzed earnings impact for senior management on the write-down and restoring of regulatory assets due to
unknown collectability of TCBA/TRA (Transition Cost Balancing Account/Transition Revenue Account)
under-collections and PROACT settlement agreed upon on September 2001. This allowed SCE to settle the under
collection with the CPUC so that the financial stability of the company was no longer at risk.
• Played a key role providing guidance to the group in supplying proper documentation and responding to data
requests in General Rate Cases and Balancing and Memorandum Accounts filings with regulatory agencies (CPUC
and FERC) which led to accurate compliance filings and minimal disallowances.
• Responded timely to CPUC, FERC and DRA data requests related to General Rate Case and during the Energy
crisis period; fully supported the team in the accomplishment of the Settlement Agreement between the CPUC
and SCE.
• Provided financial information, analysis and consulting to external and internal clients such as Price Waterhouse
Cooper, GRC Team, Law Department, Regulatory Policy and Affairs Department, Nuclear, Financial Compliance,
Tax, Business Units, and Corporate Budgets.
• Regularly built positive collaborative relationships with other departments in and outside of Controllers and
worked for a common goal to achieve positive results for accounting and regulatory issues and reporting.
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4. Joyce Lu
• Completed Sarbanes/Oxley process and control documentations and provided support to internal and external
SOX audit.
Corporate Financial Reporting
Accountant 1-4 (1985-1997)
Bookkeeper (1984-1985)
EDUCATION
MBA
University of La Verne, La Verne, CA
BS Accounting (Cum Laude)
Eastern New Mexico University, Portales, NM
TECHNOLOGY
Fully proficient in: SAP, BI Reporting, MS Excel and Word
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