Dave Pate
@davepate
Finance professional specializing in accounting, reporting, and process improvement.
Sri LankaWhat I'm looking for
I am a detail-oriented finance professional with experience across audit, financial reporting, budgeting, and shared services. I have worked in public accounting and corporate finance roles supporting month-end close, bank reconciliations, cash-flow analysis, tax compliance, and ad hoc reporting to support management decisions.
At Carson Group / Goodhope Asia I progressed from Senior Finance Executive to Assistant Team Leader, overseeing team activities, structuring tasks and documents, and driving process improvements in a shared-service environment. Earlier roles include finance positions at MAC Holdings, LB Finance and external audit experience at Ernst & Young, where I gained exposure to banking, insurance, NPO and manufacturing audits.
I hold a BSc in Business Studies and Finance (Second Upper Division) and am progressing through ICASL strategic-level qualifications. I bring critical thinking, leadership and proven competency with tools such as Oracle/JDE, SAP, Power BI and Excel to help organizations streamline finance operations and improve reporting quality.
Experience
Work history, roles, and key accomplishments
Assistant Team Leader
Carson Group
Apr 2025 - Present (7 months)
Promoted to oversee team operations, track and structure tasks and documents, and plan activities to meet deadlines while driving process improvements and resolving team-level issues.
Senior Finance Executive
Carson Group
Nov 2023 - Mar 2025 (1 year 4 months)
Prepared month-end accounts and cash flow analysis, reviewed GL balances and bank reconciliations, and produced ad hoc reports to support cross-border management decisions in a shared service environment.
Junior Finance Executive
MAC Holdings (Pvt) Ltd
Aug 2022 - Oct 2023 (1 year 2 months)
Supported budgeting for 2023/24, managed tax registrations/payments and audit requests, and learned shipping industry operations while preparing compliant financial submissions.
Junior Finance Executive
LB Finance PLC
Feb 2022 - Aug 2022 (6 months)
Supported business process implementation, maintained insurance claim calculations, and generated Power BI dashboards and group-level reports to consolidate activities.
Finance Intern
LB Finance PLC
May 2021 - Feb 2022 (9 months)
Maintained management reports and workings, processed reimbursements for 170 branches, and participated in fixed asset verifications across branches.
EYConducted audits for banking, insurance, NPO and manufacturing clients, ensured SLAS compliance of financial statements, and supported senior auditors in pre-audit and client queries.
Education
Degrees, certifications, and relevant coursework
TLThe Institute of Chartered Accountants of Sri Lanka
Chartered Accountant (ICASL) - Strategic Level, Accounting
Following the Chartered Accountancy professional program at Strategic Level with Final/Capstone pending.
WLWayamba University of Sri Lanka
Bachelor of Science, Business Studies and Finance
Grade: Second Upper Division (GPA: 3.54)
Activities and societies: University football team (2019 colors)
Completed a Bachelor of Science in Business Studies and Finance (Special) with Second Upper Division; thesis on the impact of corporate social responsibility on earnings quality of Sri Lankan listed companies.
De Mazenod College, Kandana
High School Diploma, Secondary Education
2009 - 2014
Activities and societies: National Division I soccer participant (2009–2014); team captain in senior year
Attended secondary education and participated in national division I soccer leagues; served as team captain in senior year.
Tech stack
Software and tools used professionally
Availability
Location
Sri LankaAuthorized to work in
Job categories
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