Financial Controller
Current
Nov 2022 - Present
AeroLeads people directory · profile
Ivan Lam Email & Phone Number
Financial Controller
at
Custom Business Solutions
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Controller
Location
Orange County, California, United States
Who is Ivan Lam? Overview
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Quick answer
Ivan Lam is listed as Financial Controller at Custom Business Solutions, based in Orange County, California, United States. AeroLeads shows a matched LinkedIn profile for Ivan Lam.
Ivan Lam previously worked as Controller at Osborne Homes and Accounting Manager at Tricon American Homes. Ivan Lam holds Bachelor Of Science (Bs), Mathematics With A Concentration In Accounting from Ucla.
Company email context
Email format at Custom Business Solutions
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Custom Business Solutions
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Profile bio
About Ivan Lam
Highly analytical, results oriented, and proactive Finance and Accounting Controller with over 15 years in the residential and commercial real estate industry, and now the SaaS industry, as well. A natural communicator and team motivator, adept at cultivating, training, and empowering high performance accounting and finance teams. Effective leader and change agent with years of achievements in driving organizational growth initiatives. Boasts a record of success in evaluating and analyzing financial business processes, identifying gaps, and implementing process changes and internal controls to achieve increased accuracy, efficiency, and reduced costs. Keen ability to leverage comprehensive technical knowledge to implement new ERP systems and promote multi-system integration. Possesses a clear, logical mind with a practical approach to problem solving and a drive to see things through to completion.Specialties: Full Cycle Accounting | GAAP | Financial Reporting | Revenue Recognition | ICR Indirect Cost Recovery | Fund Accounting | Partnership Accounting | Internal/External Audits | General Ledger | Balance Sheet Reconciliation | P&L Analysis | Accounts Payable | Accounts Receivables | Budget Management | Forecasting | Loan Due Diligence and Compliance | Cash Management | Cash Forecasting | Continuous Improvement | System Implementation | Treasury | Payroll | HRIS | REIT Skills: Technical | Detail Oriented | Accuracy | Communication | Collaboration | Self StarterSystems: Zoho One | Quickbooks | Appfolio | Yardi Voyager | JDE Enterprise One | CDK Intellidealer | SAP | Sage | Business Objects | TM1 | GL Inquiry Insight | Hyperion Financial Management | Nexus Payables | Trintech Cadency | CTI | MS Office | Advanced Excel
Current workplace
Ivan Lam's current company
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5 roles
Ivan Lam work experience
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Controller
Apr 2019 - Oct 2022
Accounting Manager
Treasury Cash Management- Daily cash management and weekly update and review of cash forecast with executive board- Quarterly reporting of statement of cash flow- Convert annual budget and quarterly forecasts from accrual to cash basis- Manage intercompany cash and capital calls- Oversee cash management banking and financial institution relationships. - Ensure compliance with internal controls, policies, and procedures.Full Cycle Accounting- Review and Approve all journal entries and balance sheet account reconciliations- Review monthly P&L flux analysis Systems: Yardi Voyager, Quickbooks, SAP Business Objects, Wells Fargo CEO (Admin)
Nov 2016 - Apr 2019
Accounting Manager
Key responsibilities include:- Budgeting/Forecasting Sundry Revenue and G&A Overhead Recoveries- US and Australian basis FFO Executive Reports (Actuals, Budget, and Forecast) and reconciliation to EBITDA- Lead process improvement projects and Implemented various key company initiatives- Oversee balance sheet reconciliations, P&L flux analysis, and intercompany settlements- Coordinate annual audit- Accounting for strategic transactions - Acquisitions, Dispositions, and Joint Venture Transactions- JD Edwards Enterprise One System Administrator (ERP system) - Manage the Chart of Accounts, review and approve the creation of any new business units or accounts, and coordinate the monthly accounting close of all modules within JDE Edwards.Systems: JDE Enterprise One (Super User/System Admin), Cognos TM1 Budgeting and Forecasting, GL Inquiry Insight, Hyperion Financial Management, Business Objects, Nexus Payables, Trintech Cadency Certification and Close (Super User/System Admin), CTI
Oct 2005 - Nov 2016
Senior Accountant
- Prepared audited standalone and consolidated financial statements in accordance with USGAAP along with quarterly Debt Covenant reports- Performed manual consolidation for various grouping of entities and accounts prior to the system implementation of the Hyperion consolidation application- Worked on system implementation of Hyperion Financial Management
Oct 2008 - Jun 2010
2 education records
Ivan Lam education
Bachelor Of Science (Bs), Mathematics With A Concentration In Accounting
Ucla
Bachelor Of Arts (Ba), Economics
Ucla
FAQ
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What company does Ivan Lam work for?
Ivan Lam works for Custom Business Solutions.
What is Ivan Lam's role at Custom Business Solutions?
Ivan Lam is listed as Financial Controller at Custom Business Solutions.
Where is Ivan Lam based?
Ivan Lam is based in Orange County, California, United States while working with Custom Business Solutions.
What companies has Ivan Lam worked for?
Ivan Lam has worked for Custom Business Solutions, Osborne Homes, Tricon American Homes, and Westfield.
How can I contact Ivan Lam?
You can use AeroLeads to view verified contact signals for Ivan Lam at Custom Business Solutions, including work email, phone, and LinkedIn data when available.
What schools did Ivan Lam attend?
Ivan Lam holds Bachelor Of Science (Bs), Mathematics With A Concentration In Accounting from Ucla.
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