Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Andrew Lee

Plano,TX

Overview

6
6
years of professional experience

Work History

Asset Manager

7Seas Holdings
Dallas, TX
09.2023 - Current
  • Analyzed financial data, industry trends, market conditions, and pricing strategies to identify opportunities for asset growth for a portfolio of over 1500 (valued at over $200million in assets)
  • Review monthly financial statements to identify areas of improvement in operating costs.
  • Review annual budgets to support long-term goals of the business.
  • Review KPIs monthly for all properties to identify areas for improvement in operation processes and vendor management.
  • Lead projects for capital improvements through coordination of multiple parties including ownership, property management, and vendors.

Trade Analyst

Saputo Cheese USA Inc.
Dallas, TX
07.2022 - 09.2023
  • Support the annual budgeting process of an organization with over $6.0B in annual revenue.
  • Lead monthly budget reviews for National Diary Accounts by providing explanations for any budget variances in trade spend.
  • Responsible for validating sales volume and customer rates to process monthly rebate payments of over $1 million

Financial Business Services Analyst

Keurig Dr Pepper
Frisco, TX
02.2019 - 06.2022
  • Process over $20 million in rebate payments annually. Responsible for ensuring payments are processed in accordance with GAAP, Company policies and procedures, and in accordance with the contractually obligated conditions.
  • Responsible for auditing manual claims submitted by National and Regional sales teams for payments pertaining to fountain food service activity.. Verify that all payments are being paid to correct vendors, are in compliance with GAAP, and contain appropriate backup documentation to support the payment request.
  • Create customer accounts in SAP Vistex system according to terms and conditions specified in contracts. Also responsible for maintaining the account with any amendments to the contract that has been finalized with the sales team

Trade Account Specialist

Keurig Dr Pepper, Inc.
Frisco, TX
06.2018 - 01.2019
  • Audit trade and marketing expenses are reported correctly and in accordance with GAAP and Company Policies
  • Complete correcting entries (void transactions, memos, etc.) when submissions fail required audit criteria
  • Prepare monthly documentation/reports to aid in the balancing and interfacing of sub-ledgers with the financial general ledger; identify and reconcile all transactions

Education

Bachelor of Science - Economics

Texas A&M University
College Station, TX
12-2015

Skills

  • SAP
  • Microsoft Office Suite
  • Team Collaboration
  • Project Management

Affiliations

  • Pickleball enthusiast
  • Recreational Volleyball Player
  • Active member in multiple Asian American Professional Groups

Timeline

Asset Manager

7Seas Holdings
09.2023 - Current

Trade Analyst

Saputo Cheese USA Inc.
07.2022 - 09.2023

Financial Business Services Analyst

Keurig Dr Pepper
02.2019 - 06.2022

Trade Account Specialist

Keurig Dr Pepper, Inc.
06.2018 - 01.2019

Bachelor of Science - Economics

Texas A&M University

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Andrew Lee