Shirley Lam
@shirleylam
Experienced finance manager specializing in tax and financial reporting.
CanadaWhat I'm looking for
I am a dedicated finance manager with over 17 years of experience in financial reporting and tax management. Currently, I lead the Financing Reporting and Tax department at Great Gulf Homes, where I oversee account reconciliations, liaise with external auditors, and prepare Canadian income tax returns. My role also involves collaborating with the VP of Finance on cash flow projections and researching tax updates to propose strategic transactions that enhance tax savings for the organization.
Prior to my current position, I served as a Staff Associate at Clarke Henning LLP, where I successfully planned and supervised audit engagements, trained junior staff, and worked closely with clients across various industries. My experience includes managing audits for stock brokers, investment firms, and not-for-profit organizations. I am proficient in a range of accounting software, which allows me to efficiently handle complex financial tasks and ensure compliance with regulatory requirements.
Experience
Work history, roles, and key accomplishments
Manager, Financing Reporting and Tax
Great Gulf Homes
Apr 2006 - Present (19 years 1 month)
Reviewed account reconciliations, working papers, and financial statements prepared by staff. Prepared Canadian income tax returns and liaised with external auditors for year-end financial statements. Assisted VP Finance on cash flow projections and researched tax updates for potential savings.
Staff Associate
Clarke Henning LLP
Jan 2000 - Dec 2005 (5 years 11 months)
Planned, supervised, and completed audit engagements within budget while training and managing junior staff. Worked directly with senior client personnel, managers, and partners on various engagements. Completed audit, review, compilation, and tax engagements for diverse clients including stock brokers, investment firms, owner-managed businesses, and non-profits.
General Accountant
Map Realty Inc.
Jan 1998 - Dec 2003 (5 years 11 months)
Prepared monthly and yearly financial statements, including bank reconciliations. Recorded financial transactions using QuickBooks Pro. Prepared GST and PST returns and WSIB remittances, and reconciled inter-companies’ loan accounts.
Education
Degrees, certifications, and relevant coursework
UTUniversity of Toronto
Bachelor of Business Administration, Business Administration
1998 - 2002
Grade: Honours
Received Bach. of Business Admin from the University of Toronto in 2002 (Graduated with Honours).
Tech stack
Software and tools used professionally
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