Clement Lau Email & Phone Number

New York, NY, US

• Promoted from Sr. Pension Analyst to Financial Analyst
• Create daily, monthly, quarterly and annual performance and compliance reports to address specific client questions regarding performance and attribution as well as assist in monitoring portfolio holdings
• Create Fixed Income and Equities characteristics reports
• Use Morningstar Principia to rank our funds compare to their universe
• Create cash reports to maintain healthy cash positions for our funds and commission reports rank expenses of our brokers
• Create dividend reports to estimate yield for our funds using Factset

• Prepared & analyzed monthly, quarterly and annual financial reports for P&L management and financial strategic planning
• Drafted and revised budget for cash flow management processes such as debt payment plans and expenses for new projects
• Devised financial plans to free up cash for outstanding debts and overdue tax payments by discounting cash flow
• Coordinated with attorney to resolve tax issues and to bring company current with the IRS
• Created balance sheets and coordinate with CPA for timely financial reporting and issue resolution
• Scheduled and negotiated A/P and A/R to ensure payments and receivables are up to day

• Summarized assets & liabilities and financial positions of clients: Actuarial Valuations Reports, FASB 87, 88, & 132 Reports, GASB Reports, SERP Reports and Directors’ Reports under GAAP
• Prepared Trustee Reports, Budget Reports and other ad hoc reports with PowerPoint presentation for internal board meetings
• Managed four Assistant Pension Administrators for data processing and account reconciliation
• Produced pitchbooks and participated in conference calls and team meetings
• Systemized data procedures (w/Excel & Lotus) and reporting to make processing and presentation more efficient for my team
• Migrated data listing program from FoxPro to MS Access to be more user-friendly and facilitate better record keeping