Lashan Perera Email & Phone Number

Vancouver, Bc, Ca

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 points• Recognized by team for independently leading a… Show more • 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 points• 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