Lashan Perera Email & Phone Number

Richmond, British Columbia, Canada

• Conducted thorough analyses of client’s objectives and assess current financial risk position while presenting tailored solutions including insurance products and investments such as segregated funds and annuities
• Developed and maintain a diverse network and client portfolio, catering to the needs of over 30 individuals
• Consistently exceeded client relationship goals, beating quarterly satisfaction targets by 10% on average

Vancouver, British Columbia, Canada

• Performed comprehensive financial statement analysis and reconciliation across various client engagements, resulting in the successful re-scoping of project objectives to reduce operational inefficiencies by 15%
• Audited and tested internal controls over financial reporting for mining companies, banking institutions, and not-for-profit organizations, also identified and developed risk control models to mitigate specific risk.
• Recognized by team for independently leading a… Show more
• Recognized by team for independently leading a client walkthrough while documenting detailed evidence Show less

Burnaby, British Columbia, Canada

• Analyzed financial statements and forecasts and compiled audit results for manager’s review
• Created risk profiles and post-review dashboards in excel, facilitating the financial review of large and complex portfolios, which ensured consistency in reviews and promoted information sharing within the team
• Performed comprehensive variance analyses on historical financials to determine future budget allocation