Professional Summary
Professional Overview
Juan Luna is a seasoned finance and accounting professional with extensive experience in the alternative investments industry. As the VC Controller at Kranz Consulting, he is responsible for overseeing the financial operations and reporting for venture capital and private equity fund clients.
Experience Summary
Current Role
As VC Controller at Kranz Consulting, Juan is trusted to provide strategic financial guidance and ensure the accuracy and integrity of clients' financial records. He leverages his deep understanding of fund structures, investor reporting, and regulatory requirements to optimize financial processes and drive operational efficiencies.
Career Progression
Prior to joining Kranz Consulting, Juan held various leadership roles within the alternative investments space. As Senior Manager at Ultimus LeverPoint Private Fund Solutions, he managed a team of professionals responsible for the accounting and reporting for a diverse portfolio of private funds. Earlier in his career, Juan served as Controller at Aduro Advisors and held audit positions at Richey May & Co., LLP, where he specialized in alternative investments.
Juan's background also includes experience as a Financial Controller at Gravity Renewables, Inc. and as a Credit Analyst at Sumitomo Trust, further broadening his financial expertise and industry knowledge.
Academic Background
Juan holds a Bachelor of Science in Accounting from the University of Colorado Boulder. He is a Certified Public Accountant (CPA) and is committed to ongoing professional development to stay at the forefront of industry trends and best practices.
Areas of Expertise
- Venture capital and private equity fund accounting and reporting
- Fund structure analysis and optimization
- Investor relations and communications
- Financial forecasting and strategic planning
- Team leadership and process improvement
- Regulatory compliance and audit management
Professional Impact
Throughout his career, Juan has demonstrated a track record of driving operational excellence and implementing innovative solutions to enhance financial reporting and controls. His contributions have helped clients navigate complex regulatory environments, improve transparency, and make more informed investment decisions.
Conclusion
With his extensive experience, technical expertise, and commitment to client service, Juan is positioned to make a significant impact as the VC Controller at Kranz Consulting. He is dedicated to leveraging his skills and industry knowledge to deliver exceptional results and support the firm's continued growth and success.
