Summary
Overview
Work History
Education
Skills
Extra-Curricular Activities
Certification
Timeline
Generic

Shirley Lam

Summary

Personable Senior Associate with 3-year background in retail and related positions. Proficient in use and troubleshooting of POS systems. Successful meeting goals through effective team coordination and proactive customer service.

Overview

5
5
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Senior Associate (Assurance – Financial Service)

PricewaterhouseCoopers
09.2022 - Current
  • Communicate and follow up with clients and fund administrators regarding comments on draft financial statements and other audit-related matters to ensure timely resolutions;
  • Maintain daily communication with the Associates and RTM including provide clear guidelines and feedback through in-person catch-up, Teams calls, and emails, which facilitated effective execution of roll-forward tasks, audit testing, news research, and other responsibilities;
  • Prepare comprehensive documentation throughout the execution and completion EGAs of audit engagements

Winter Intern (Finance Department)

Richemont Asia Pacific Limited
12.2021 - 01.2022
  • Processed accounts payable reconciliation for Buccellati, Cartier, and Van Cleef & Arpels invoice to SAP
  • Verified good receipt evidence
  • Developed and tested UiPath automation process for repetitive daily assignments
  • Prepared teaser and material for APAC Finance Townhall 2022
  • Consolidated FAQ summary for chatbot launching

Summer Intern (FP&A Team)

Manulife Financial Asia Limited
06.2021 - 09.2021
  • Consolidated monthly reporting from 10 business units in Asia
  • Performed review and analytical procedure on the data on earnings forecast
  • Prepared commentary on the earnings performance of business units with various KPIs, including core earning, annual premium equivalent, and new business value
  • Assisted in preparing 2022-2025 KPIs plan report and its presentation deck
  • Analysed the year-over-year, quarter-on-quarter, and vs. plan headwind and tailwind of the KPIs
  • Prepared external financial materials for Manulife Investor Day 2021

Finance Intern

Select Service Partner Limited
07.2020 - 01.2021
  • Consolidated financial database of around 220 units in Asia Pacific Region
  • Assisted in preparing budget summary under different scenario
  • Constructed brand benchmarking and business intelligence testing tool

Education

Bachelor of Business Administration - Accounting and Finance

The University of Hong Kong
09.2018 - 07.2022

China Business and Economics Programme - undefined

Fudan University

Skills

  • Microsoft Office

  • VBA

Data analytics

Team leadership

Extra-Curricular Activities

Swire Youth, Swire Hall, HKUSU, Vice President, 03/01/19, 03/01/20, Led around 60 editorial committee members to issue publication., Coordinated with different parties to organize various activities for hallmates.

Certification

CAP - Certified Administrative Professional

Timeline

CAP - Certified Administrative Professional

09-2025

Senior Associate (Assurance – Financial Service)

PricewaterhouseCoopers
09.2022 - Current

Winter Intern (Finance Department)

Richemont Asia Pacific Limited
12.2021 - 01.2022

Summer Intern (FP&A Team)

Manulife Financial Asia Limited
06.2021 - 09.2021

Finance Intern

Select Service Partner Limited
07.2020 - 01.2021

Bachelor of Business Administration - Accounting and Finance

The University of Hong Kong
09.2018 - 07.2022

China Business and Economics Programme - undefined

Fudan University

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Shirley Lam