Sharri Lam

Highly skilled Financial Analyst with demonstrated expertise in delivering comprehensive financial analysis for industry-leading organizations.

Certified Professional

Accountant with extensive experience in forecasting, budget development, financial reporting, variance analysis, and process improvement initiatives.

Financial Analyst – Financial Planning - Honda Canada Inc

(2019-07)

Provide financial planning support and serve as a subject matter expert for annual business planning, budgeting, and forecasting processes. Support month-end close activities and preparation and submission of financial reporting packages.

• Responsible for developing and maintaining budget processes, providing analyses and identifying risks and opportunities
• Co-ordinate and prepare reserve calculations, projections and simulations
• Prepare various financial reports and presentations for management and business stakeholders
• Validate and review schedules and reports completed by team members, identify inconsistencies and provide improvement ideas
• Co-ordinate accounting month-end close process, financial statements preparation and reporting analysis
• Work closely with internal & external auditors for SOX support and requirements
• Identify, initiate, and execute continuous process improvements. Provide training/knowledge sharing sessions as required
• Develop and maintain good working relationships with team members and all other internal/external stakeholders
• Perform ad-hoc projects/duties as assigned

Senior Financial Analyst – FP&A (Sales Ops / Supply Chain & Tech Support) - Rogers Communications Inc

(2008-08 - 2019-06)

Financial lead on month-end closing, forecasting and budgeting

• Led month-end process includes preparation of journal entries, financial and KPIs variance analysis, and month-end packages for distribution
• Developed and maintained forecast models at LOB level, including KPIs preparation and submission
• Worked closely with division leaders and planning team to ensure assumptions used were reasonable and aligned with target
• Prepared and presented month-end result and forecast outlook with in-depth analyses to stakeholders
• Served as a key person to business partners for any accounting, forecasting and budgeting issues
• Prepared and distributed extensive expense trackers, headcount and KPI reports for business partners
• Responsible for continuous improvement in month-end closing and forecasting process
• Provided financial support on business cases and ad hoc projects

Bachelor of Commerce - Major in Accounting, Minor in Finance - Toronto Metropolitan University (TMU)

Chartered Professional Accountant, Certified General Accountant