Patrick Lam, Ca Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Responsibilities include: • Business partnering with state finance teams and commercial finance teams across the nation to drive and support the accurate management and reporting of feasibilities for projects, including management of risks, drivers of business performance, analytical trends, and opportunities.• Building and maintaining a robust consolidated national dashboard showing key metrics across all master planned community’s (MPC) as part of forecasting.• Overseeing and creating FY/HY Property Portfolio for master planned communities. Requiring business partnering across different business units including investor relations, state finance teams, development general managers, and senior leaders.• Ensuring business planning, budgeting, and forecasting processes are performed in a timely manner, identifying and escalating opportunities for process improvement through analytics.• Analysis of key drivers of business performance, and ensuring all risks are collated, communicated, mitigated, and minimised where possible.• Ensuring the accuracy and reliability of data flow and reports across integrated systems (in house software, TM1, SAP BPC).• Assist with the collation, preparation, and review of the business units’ budgets, ensuring key insights are generated.• Assist with the collation, development, and review of assumptions for business unit budgeting, ensuring consistency and standardisation across all states.• Building automated and live excel reports by leveraging TM1 functions to significantly streamline and automate processes.• Overseeing half year and year end audit of forecasting process with external auditors.• Business partnering with key internal stakeholders to build and maintain strong working relationships including reporting and analytics team, business unit stakeholders, senior managers and finance managers as part of forecasting and reporting duties.• Mentoring and supervising graduates and interns on rotation.

Sydney, New South Wales, Australia

Responsibilities include: • Preparation of month end reporting on the financial performance of the Group on a management and statutory level. Including variance analysis between monthly actuals versus forecasted OPEX for all local water centres.• Preparation of year end audited financial statements, and half year end unaudited financial statements for consolidated entities, standalone companies, and trusts.• Overseeing year end audit across all entities.• Creating and managing intercompany DCF model.• Developed and implemented internal controls across financial and inventory processes.• Interpreting and applying the AASB accounting standards, with focus on AASB 9, 15, and 16.• Overseeing compliance and cashflow of facility agreement with external lender.• Reporting with Netsuite to implement new functions and features as required by the company.• Maintaining the integrity of the general ledger by conducting timely and frequent reconciliations.• Providing ad-hoc reporting, and financial analysis for senior management across different departments.• Preparation of quarterly BAS for the consolidated entity.• Assistance in overseeing the accounts payable function.• Providing ad-hoc mentoring and accounting support to other members of the finance team.

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Responsibilities include: • In-charging audits of large national/multinational companies ranging from $20m to $400m in gross domestic revenue.• Client profile spans across multiple industries – Most notably: o Goods import/exporto Commodities import/export o Mining (Entities in exploration Stage)o Machinery/equipment hiringo Tourismo Financial services (credit union and private equity)o Trust accounts• Building effective working relationships by communicating and liaising with clients on managing their accounting practices and conducting effective audits.• Creating and monitoring budgets for audit engagements to maximise profits and efficiency.• Creating and presenting Audit Findings Report to management and board of directors.• Planning and executing external audits in line with the Australian Auditing Standards.• Managing audit engagement timelines and deadlines, as well as keeping, client, manager, and partner informed of progress and status of engagement.• Coordinated with manager and partner in creation of WIP analysis to ensure project budgets are adhered to.• Managing teams of upwards of six direct reports for audit engagements.• Mentoring associates and summer vacationers.

Sydney, New South Wales, Australia

Responsibilities include:• Preparation of financial statements for, companies, SMSF, & trusts.• Preparation of income tax returns for individuals, companies, SMSF, & trusts.• Preparation of GST statements & BAS.• Liaising with ATO, ASIC, and other relevant bodies regarding client matters.• Managing company trust account.

Responsibilities include:• Delegating task to staff members to ensure all replenishment objectives are met before deadlines.• Training staff members regarding, replenishment, inventory control, and customer service.• Providing great quality customer service in a timely manner.• Developed a harmonious and cohesive team culture by providing support and guidance to staff.

Education record

Full CA membership

Bachelor Of Business, Accounting And Business Law