Financial Strategist | Wealth and Protection Planning
5 free lookup(s).
Long Lam Location
Mansfield, TX, US
Long Lam Work
2025 -
now Financial Strategist | Wealth and Protection Planning @ Independent
2022 -
2026 Director of Financial Planning and Analysis @
2019 -
2023 Director of Finance @
2012 -
2014 Managing Director @ Forrest Creek LLC
Long Lam Education
null
Master of Business Administration (Accounting)
2011
-
2013
University of Texas
Master of Business Administration
Texas State University
Bachelor of Arts
Long Lam Skills
Planning Budgeting & Forecasting
Corporate FP&A
Market Research
Marketing
Essbase
Hyperion Enterprise
Pivot Tables
Access
Oracle Applications
Cognos
Visio
Analysis
Oracle Reports
Outlook
Business Objects
Crystal Reports
Microsoft Excel
Business Analysis
Oracle E-Business Suite
Budgets
Teradata
IBM iSeries
SAP
Financial Reporting
Variance Analysis
Finance
Forecasting
Accounts Receivable
Analytical Skills
Microsoft Access
Writing
Profession
Oracle E Business Suite
Financial Data
Credit Cards
Sales
Manages
Net
Cost
Microsoft Technologies
Functional Specifications
Return on Investment
Executive Positions
Temporary Placement
Liability
Formulas
Organizational Structure
GL
Texas
Management
Revenue
Financial Statements
Insurance Planning
General Ledger
Resolve
Enterprise Content Management
RCM
PowerPoint
SharePoint
Accounting
Workflow
Financial Forecasting
EBITDA
Profit
Reconcile
Scorecard
Legal Writing
System
Business Services
Healthcare
Reports
Crystal
Branding
Inventory
Walker
Account Reconciliation
Budgeting
Dcse
Withholding
Training
Microsoft Publisher
Enterprise Software
Lam
Research
Reporting
Accounts Payable
Capital
Call Centers
Controller
Handling Money
CPA
Gas
Month End Closing
Controllers
Applications
A+ Certified
Data Analysis
Client Services
Communication
Home
Advertising
ERP
Bank Reconciliation
Dell Computers
Macro
Kronos
Co Branding
Queries
Credit
CMS
Avaya Technologies
Project Planning
Microsoft Certified Professional
GAAP
Documentum
SQL
House
DoD
Nature
Responsibility
Internal Audit
International
Data Warehousing
Executive Management
PowerPivot
IRS
Interfaces
Reviews
Business Rules
VisionPLUS
Internal Customers
Software
Compliance
Certified Business Analyst
Microsoft Word
Test Scripts
Movex
Business Process
Monarch
Special Projects
Financial Analysis
Setups
Invoicing
Problem Solving
Cost Benefit
Conceptual Modeling
Interventions
Excel models
Pivot
North American
Accounting System
Americas
Automation
Databases
Long Lam Summary
Long Lam, based in Mansfield, TX, US, is currently a Financial Strategist | Wealth and Protection Planning at Independent. Long Lam brings experience from previous roles at Fairway Lawns and Command Pest Control, ACT Holdings, Inc. and Forrest Creek LLC. Long Lam holds a 2011 - 2013 Master of Business Administration in Accounting. With a robust skill set that includes Planning Budgeting & Forecasting, Corporate FP&A, Market Research, Marketing, Essbase and more. Long Lam has 1 emails and 1 mobile phone numbers on RocketReach.
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