Calan Lai Email & Phone Number

Richmond, Bc

- Designed and managed a cash flow forecast report to help the company manage cash more effectively during time of unprecedented cash outlay due to three competing multi-million dollar capital projects- Identified anomalies in our utilities billing from our Landlord that upon investigation resulted in $25,000 of annual savings- Assisted with preparing and providing the working papers for external audit to help reduce the number of billable hours- Assisted in preparing the financial statements and financial statement analysis- Prevented additional tax liability for the company by completing a preliminary tax calculation to ensure that the total tax instalments made throughout the year were sufficient- Provided various cost analysis for management to allow them to make better decisions in keeping costs under budget- Praised by manager for being a good mentor to my juniors

Richmond, Bc

- Maintained internal controls in my area of responsibility to help the organization achieve a flawless external audit for the first time in company history- Reconciled and reported on over $50 million in revenue- Created a report to analyze our COGS, which helped the company increase their retail profit margin by 5-10%- Documented and created various training manuals for the department’s processes- Developed and tested financial reports being outputted by our new software to ensure accuracy and completeness- Praised by manager for being receptive of taking on a variety of new tasks and willingness to learn

Richmond, Bc

- Developed my repertoire of excel functions and formula to improve ability to analyze large sets of data needed for upper management decision making- Reconciled and reported on over $2 million in collections revenue- Recognized for going above and beyond to resolve a member’s issue even when the issue is no longer within my department- Led a team of 5 members and provided assistance to help them achieve their collections target- Assisted with the system conversion of our membership system by documenting the crucial functions and reports needed by our department and ensuring they were implemented in the new system

New Westminster, Bc

- Developed my organization and administration skills when processing multiple transactions for clients - Recognized for providing a great customer experience by going above and beyond to meet customer needs- Provided customers with advice and support to help them save over $200 in bank fees- Commended for always keeping updated with new policies and processes in order to enhance the customer experience- Assisted customers with their day to day banking with excellent customer service

Cpa,Cga

Bachelor Of Commerce (Bcom), Accounting And Business Technology Management