Brian Lau
Director of Finance @Swoop
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WORK HISTORY
Director of Finance @Swoop
Lead Finance Business Partner for the Conversation AI subsidiary (SaaS based business)Financial Planning & Analysis / Budgeting & Forecasting- Develop and maintain financial models to support budgeting, forecasting, and long-term planning- Collaborate with departmental leaders to gather input for annual budgets and forecasts. Update quarterly forecast for economic conditions and go to market strategies - Analyze financial performance, including variance analysis and trend identification, to provide actionable insights- Monitor key financial metrics and business drivers, offering recommendations to optimize financial performance- Participate in financial modeling and scenario planning (i.e. Pricing)- Prepare weekly cash flow forecast to anticipate any additional funding - Convert forecasted bookings / contract value to monthly revenue forecastFinancial Reporting- Oversee the preparation of accurate and timely financial statements- Ensure compliance with accounting standards and regulatory requirements in financial reporting- Coordinate the annual audit process and liaise with external auditors to ensure accurate financial reporting- Review and validate financial data to ensure completeness and accuracy in reports- Prepare detailed financial reports for management, highlighting significant trends and variances- Support separate business unit in consolidation of financial results, highlighting any key trends in costs and revenue- Oversee invoicing, vendor payments. and expense reimbursements prepared by financial analystsLead the migration process from QuickBooks to NetSuite - Customer projects, existing vendors, and expense reimbursements
EDUCATION
York University
Bachelor of Commerce - BCom, Accounting
ABOUT BRIAN LAU
Experienced finance business partner with progressive managerial experience leading monthly financial deliverables to C-Suite Executives. Trusted business partner supporting the success of KPIs for high growth tech companies. Technical expertise of US GAAP, IFRS, and Canadian ASPE standards. Proficient in Microsoft Excel, Power BI, Metabase, QuickBooks, Xero, NetSuite and SAP.
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