Wendy Lee
Wall Titus, LLC - Business Accelerator
- Role
- Business Accelerator Consultant at Wall Titus, Llc
- Location
- Winter Haven, FL, US
- LinkedIn followers
- 500 followers
About Wendy Lee
Financial Director with broad management capabilities, competent interpersonal and communication skills with comfort in working with Board of Directors •CPA with an established record of increasing profit, reducing debt, and reducing risk exposure, compiling financial and cashflow forecast models •Sound financial reporting with GAAP knowledge •Solid foundation in project and unit costing •Skilled contract negotiations and risk management review •Experienced in debt restructure and obtaining credit facilities •Strong ability to develop and implement budgets, promote friendly competition within divisional areas and establish policy as needed •Able to develop and maintain financial institution relationships, reviewing and reporting loan covenants, and producing cash flows for debt coverage analysis Specialties: Reduced debt by 85% within three years Assisted in building the equity of a company for attractive sale (increased current ratio over 3% points) Strong capabilities in analysis of job/unit costing Upon hire $500K error in financial system Converted three financial systems Overhaul complete corporate departments, policies and procedures to organize workflow and enhance company organization Experience in negotiating rates with government facilities, private firms, and insurance contracts
Experience
Business Accelerator Consultant
Sep 2012 — Present · Lakeland, FL, US
Assist Businesses with CFO, Controller, Financial OperationsCorporate/Individual Tax ReturnsAudit/Review/CompilationsWealth ManagementTrust & Estate Planning
Education
University of South Florida
Bachelors
Skills
- Sarbanes-Oxley Act
- Mergers & Acquisitions
- Cash Flow
- Internal Controls
- Financial Accounting
- Risk Management
- Auditing
- Accounting
- Variance Analysis
- Rate Negotiations
- Strategic Planning
- Financial Analysis
- Workflow Analysis
- Gaap
- Job Costing
- Project Accounting
- Cash Management
- Managerial Finance
- Budgets
- Due Diligence
- Cost Management
- Forecasting
- Financial Reporting
- General Ledger
- Account Reconciliation
- Cost Accounting
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