Melissa Lee

Senior Financial Analyst - Fp & a @Ams Fulfillment

Santa Clarita, CA, US
EMAILS
m••••••••@amsfulfillment.com
MOBILE NUMBERS
+13•••••••80

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WORK HISTORY

Apr 2021 — Present

Senior Financial Analyst - Fp & a @Ams Fulfillment

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Drive monthly financial reporting, financial and operational analysis and KPI reporting, forecasting, the annual budget process, and quarterly reforecast process, system/process enhancements and project work for a 3PL services company.\\\\n\\\\nPrepare financial statement consolidation of multiple entities and related financial reports and dashboards.\\\\n\\\\nPreparation of finance and sales analysis content for monthly and quarterly board meetings.\\\\n\\\\nInvestigate and provide monthly analysis of business unit performance, highlight drivers of variances vs. budget, forecast, and prior year.\\\\n\\\\nWork with both finance and non-finance departments to review results of analysis and developing forecasts for the remainder of the fiscal year, including revenues, headcount, P&L, Balance Sheet and Cash flows.\\\\n\\\\nDevelop and maintain dashboards and report trends of key financial metrics and drivers for the business.\\\\n\\\\nProvide insightful and actionable data through ad-hoc analysis and customized reports.\\\\n\\\\nCoordinate with all levels of management to support the annual budgeting process and prepare the annual budget package for all business units.\\\\n\\\\nOngoing development of financial reporting and analysis tools; help develop, support, and improve business processes and accounting policies to maintain and strengthen internal controls.\\\\n\\\\nPartner with key stakeholders across the organization to develop, support and improve business processes and accounting policies to maintain and strengthen internal controls.\\\\n\\\\nManage and track progress on implementation of Power BI reports/dashboards.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

EDUCATION

2002 — 2005

AIU

BBA, Business Administration

1999 — 1999

University of Illinois Urbana-Champaign

International Business

1998 — 1998

University of Oklahoma

International Business

ABOUT MELISSA LEE

Results-driven Financial Planning and Analysis Manager with over 15 years of experience…

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