Summary
Overview
Work History
Education
Skills
Timeline
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Hunter Lee

Winston Salem,NC

Summary

Dynamic and results-oriented financial professional with a Master of Business Administration in Finance and a proven track record in financial analysis, portfolio management, and sales operations. Skilled in analyzing financial data, preparing reports, and driving process improvements to optimize performance and achieve organizational objectives. Proactive problem-solver with a commitment to excellence and a passion for delivering measurable results. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

7
7
years of professional experience

Work History

Financial Analyst II

Ecolab
08.2023 - Current
  • Analyzed current and past financial data and performance, resulting in 10% increase in cost savings through identifying inefficiencies in capital expenditures
  • Prepared reports and projections based on analysis, facilitating strategic planning and resource allocation
  • Evaluated current capital expenditures and depreciation, exploring investment opportunities and establishing profit plans, leading to 15% increase in ROI
  • Identified trends in financial performance and provided recommendations for improvement, resulting in 20% improvement in operational efficiency
  • Coordinated with other members of finance team to review financial information and forecasts, ensuring alignment with organizational goals.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.

Senior Financial Analyst - Contract

The Fresh Market
03.2023 - 08.2023
  • Developed and managed monthly, quarterly, and annual financial reports, providing insight into day-to-day operations and period ending results
  • Assisted in developing model and supporting processes to facilitate robust variance discussions regarding financial and operational results
  • Conducted and documented complex ad hoc financial analyses, resulting in actionable recommendations that improved profitability by 10%
  • Reported key company metrics and analysis versus peers, facilitating strategic decision-making and performance evaluation.
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.

Portfolio Support Specialist

Volvo Group
07.2021 - 03.2023
  • Prepared billing files and performed reconciliation process to ensure accurate coverage set-up and invoicing
  • Researched, resolved, and responded timely to dealers on any product inquiries or issues, resulting in 15% increase in customer satisfaction
  • Managed incoming orders and inquiries according to established policies and program guidelines, optimizing operational efficiency.
  • Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
  • Acted as liaison between clients and development teams, ensuring timely communication during critical incidents.

Sales Operations Analyst

Ingersoll Rand
03.2019 - 07.2021
  • Collaborated with sales team to deliver solutions that realize sales opportunities and drive revenue, resulting in 12% increase in sales volume
  • Provided high-level account management to defined customers, supporting Account Managers on day-to-day needs, technical support, and product offering recommendations
  • Managed targeted accounts to grow significant volume with large base of channel partners, achieving sales growth and market expansion.
  • Enabled sales operations to run smoothly through effective management of department's workflows and processes.
  • Developed organization systems for sales reports and financial records and strengthened operational traceability and operational efficiencies.

Branch Manager

Mariner Finance
02.2017 - 03.2019
  • Led team of 6 - 10 employees, providing leadership and support to achieve branch goals and objectives
  • Developed and distributed monthly reporting detailing Branch activity and growth opportunities, enabling proactive decision-making and performance management
  • Increased sales growth by 3% through building relationships with sales dealers and networking within community.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.

Education

MBA - Finance

Louisiana State University
Baton Rouge, LA

Bachelor of Science - General Management

Catawba College
Salisbury, NC

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial Management
  • Financial statement analysis
  • Data Collection & Research
  • MS Office Suite
  • Variance Analysis
  • Research and Data Analysis
  • Statistical Analysis
  • Budget support
  • Financial Modeling
  • Strong Organization

Timeline

Financial Analyst II

Ecolab
08.2023 - Current

Senior Financial Analyst - Contract

The Fresh Market
03.2023 - 08.2023

Portfolio Support Specialist

Volvo Group
07.2021 - 03.2023

Sales Operations Analyst

Ingersoll Rand
03.2019 - 07.2021

Branch Manager

Mariner Finance
02.2017 - 03.2019

MBA - Finance

Louisiana State University

Bachelor of Science - General Management

Catawba College
Hunter Lee