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Bridget Lam

@bridgetlam

Finance professional specializing in credit risk, data-driven reporting, and automation.

United Kingdom
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What I'm looking for

I seek roles where I can lead credit risk reporting and automation, collaborate with senior stakeholders, and drive policy or system improvements in a governance-focused environment.

I am a finance professional with deep expertise in credit risk, mortgage-backed investments, and economic analysis, delivering reliable MIS and regulatory reporting across markets. I build automated reporting solutions using SQL, Excel VBA and Power BI to provide timely insights that support senior management decision-making and risk governance.

Throughout my career I have led teams, driven policy and system implementations, and improved controls and efficiency across banking operations. I combine hands-on technical skills with stakeholder-facing experience to translate complex data into actionable recommendations that enhance liquidity, hedging and risk mitigation strategies.

Experience

Work history, roles, and key accomplishments

CL
Current

Financial Administrator

Co-op Funeralcare Ltd

Feb 2023 - Present (2 years 8 months)

Reconciled aged claims using Excel and VBA macros and maintained accuracy in Microsoft GP and D365; built Power BI dashboards to report KPIs and support senior management decision-making. Developed automated tools and posted adjustment journals under tight deadlines to resolve financial discrepancies and streamline stakeholder reporting.

JL

Warehouse Operator

Job and Talent Ltd

Oct 2022 - Nov 2022 (1 month)

Verified candidates' work eligibility and documentation to support recruitment operations and ensure compliance during a short-term assignment. Coordinated administrative checks to facilitate timely placement of candidates.

CL

AVP & Team Head, Credit Risk

China CITIC Bank International Limited

May 2020 - Jun 2021 (1 year 1 month)

Spearheaded development of a Credit Risk Reporting & Monitoring framework using SQL, managed a team of 10 analysts, and delivered MIS and regulatory reports to senior stakeholders and the Credit Risk Board. Led credit policy reviews and system transformation projects that improved risk recognition and reporting architecture.

FL

Senior Manager, Finance

Fusion Bank Ltd

Mar 2020 - May 2020 (2 months)

Led drafting and formalization of the Bank’s Capital and ICCAP policies to align with regulatory and governance standards and provided strategic risk advisory across units. Contributed to core banking system implementation for finance module design and regulatory reporting.

TL

Project Manager, PMO

The Bank of East Asia, Ltd.

Mar 2019 - Mar 2020 (1 year)

Managed business implementation planning for credit and ALM system projects, liaised between business users, vendors, and IT to resolve development and QA issues, and delivered projects on schedule and budget. Promoted innovative solutions to support project success.

CL

Project Manager, Finance

Chong Hing Bank Ltd

Jun 2010 - May 2017 (6 years 11 months)

Identified and implemented process and control improvements, designed a new chart of accounts integrating multiple data sources, and partnered with business leaders to define analytical needs and reporting metrics.

BL

Officer, Finance

Bank of Communications (HK) Ltd

Nov 2008 - Jul 2009 (8 months)

Automated reporting with VBA and centralized documentation to reduce operational errors by ~80% and improve productivity by ~85%; managed fixed asset reconciliation with strengthened controls.

Education

Degrees, certifications, and relevant coursework

The Hong Kong Polytechnic University logoTU

The Hong Kong Polytechnic University

Master of Professional Accountancy, Professional Accountancy

2008 - 2008

Completed a Master of Professional Accountancy program at The Hong Kong Polytechnic University in 2008.

University of San Francisco logoUF

University of San Francisco

Bachelor of Science in Business Administration, Business Administration (Finance)

2001 - 2001

Completed a Bachelor of Science in Business Administration with a focus in Finance at the University of San Francisco in 2001.

Tech stack

Software and tools used professionally

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Bridget Lam - Financial Administrator - Co-op Funeralcare Ltd | Himalayas