Algernon Lam Email & Phone Number

United States

We partner with our clients providing the best High Risk Merchant Processing Solutions.

London, London, GB

London, London, GB

London, London, GB

• 2017 Paysafe Employee of the Year
• Leading a global team of 4 to create tools, automated reports, and dashboards utilizing SQL, SSRS, and Tableau for risk monitoring, credit underwriting, and compliance functions
• Building ad-hoc models and analytics that drive strategic business decisions, initiatives, and improve profitability
• Creating executive presentations that effectively communicate key messages and data driven recommendations
• Demonstrating strong analytical skills with ability to dig into details and identify the impact on the “big picture”
• Developed a portfolio optimization model that weighed risk vs profit that strategically redefined merchant closures

London, London, GB

• Developed budget model in preparation for company acquisition that was adopted as the standard budget model
• Built forecast model that accurately forecasts monthly revenue and EBITDA within 5% of actuals
• Designed and streamlined monthly reporting package utilizing financial modeling expertise
• Led team of 3 analysts proving ability to adapt and proactively respond to rapidly changing business environment
• Managed P&L by sales channel and cost center to understand drivers affecting company performance

• Successfully streamlined reporting process for 250 restaurants reducing preparation time by 50%
• Improved accuracy of forecasts and efficiency of budget process by collaborating with departmental leadership
• Analyzed, interpreted and concisely communicated trends, variances and recommendations to Executive team
• Assisted senior management in strategic planning process and developed presentations to Board of Directors
• Built models to quantify success of sales promotions, margin improvement initiatives and marketing campaigns
• Tracked restaurant performance examining revenue trends/variances and assessing regional market performance

• Utilized financial modeling skills to develop pro forma financial statements for investor presentations
• Collaborated with CEO in strategic business planning influencing the business model of this startup

US

• Streamlined monthly and year end closing procedures reducing closing time by 40%
• Performed financial analysis and ad-hoc reporting for CFO and led accounting team maintaining G/L and sub-ledgers in accordance with GAAP
• Developed and maintained recurring reports improving operational efficiency and processing speed
• Prepared corporate quarterly and annual state taxes, assisted with auditing procedures, and prepared forecasts, budget vs actuals, and variance analysis for senior management
• Collaborated with a professional employer organization to process biweekly payroll

• Performed full cycle accounting, financial planning and analysis, budgeting, forecasting, and account reconciliation
• Managed daily operations of 12 person trading floor in a high pressure fast-paced environment
• Negotiated contracts with Futures Commission Merchants (FCM’s) and Broker Dealers to secure forex trading rebate schedules and equity trading commission rates, creating foundation for company revenue model
• Organized and oversaw educational programs and software training for clients

US

Mba, Finance

B.A., International Economics And Computing Specialization