Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Meng Lei

Eldersburg,MD

Summary

Highly proficient financial professional with Senior Financial Analyst background. Eager to leverage expertise in profitability increases and process optimization to drive improved sales strategies.

Overview

9
9
years of professional experience

Work History

Senior Financial Analyst

Jacs Solutions
08.2022 - Current
  • Maintain, calculate and communicate compensation plan to sales director quarterly.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Prepare monthly management package including by including valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Documented cash, credit, prepaid expense, accrued expenses, and inventory.
  • Responsible for month-end, quarter-end, year-end close activities including account reconcile and prepare the Journal entries.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Support CFO to prepare company board meeting material.
  • Support and liaison with HR and payroll
  • Communicate with customer on invoicing and payment details.



Account Executive - Payables and Receivables

Jacs Solutions
01.2021 - 07.2022
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Conducted regular reviews of aged accounts receivable reports, ensuring timely follow-up on past due balances.
  • Streamlined payables and receivables processes by implementing efficient systems and software tools.
  • Collaborated with sales team to ensure accurate invoicing and timely collections, resulting in improved cash flow.
  • Increased accuracy of financial reports by reconciling accounts, identifying discrepancies, and rectifying errors in a timely manner.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Inspected account books and recorded transactions.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.

Director of Operations

China Post
09.2015 - 01.2019
  • Analyzed information and evaluated results to choose the best solution and solved problems in daily business operations. Manage relationships with key operations vendors. Track vendor pricing, rebates and service levels.
  • Tracked industrial trends and activities, developed dynamic outreach and engagement strategies to augment market presence and product reach.
  • Organized several unveiling ceremonies and stamp release ceremonies.
  • Forecast requirements; prepare an annual budget; schedule expenditures; analyze variances; initiating corrective actions. Calculated and projected project’s seasonal income and expenses. Developed a project- based motivation plan for project stockholders.
  • Analyze process workflow, employee and space requirements and equipment layout; implement changes.
  • Tracked product inventory, developed sales monthly strategy, and determine monthly product prices with
    the accounting team.
  • Responsible for the operational team’s administrative support, resource distribution, employee recruiting,
    KPI management, etc.
  • Recruit, select, train, assign, schedule, coach, counsel and discipline employees.
  • Communicate job expectations; planning, monitoring, appraising and reviewing job contributions.


Main project:

1. Set and executed regional operational strategy to drive ¥6.81 million in revenue in 2017 (6.85 % higher than 2016) and ¥7.44 million in revenue in 2018 (9.19% higherthan2017)

2. Initiated and distributed vouchers for medium and small-sized restaurants through close cooperation with Shaanxi Food and Drug Administration and made more than ¥ 2 million in revenue.

3. Developed a survey of the flower, tree, and bird of province with Shaanxi Province Forestry Bureau, maintained sustainable business, which makes ¥200K per year.

4. Launched products like stamp albums and postcards worth ¥400K in Niu Bei Liang Mountain Scenic Park per year.

5. Established and designed theme post office in Feng Dong District to sell the cultural products, which brought a profit of ¥ 300K per year.

6. Evaluated opportunity size, provided sales strategy, and lead new project development, which helps to sell local farmer’s agriculture products to the municipal government for three consecutive years as employee benefits.

7. Collaborated with local elementary schools on postal product development and brand promotion.

Senior Teller & Wealth Manager

China Post
11.2014 - 11.2015
  • Provided financial investment strategic advice across a variety of financial products and services to customers.
  • Provided instructions for junior tellers in customer interactions and professional operations related to teller services
  • Assessed client's overall financial picture, understood their needs, and develop a proper financial plan.
  • Developed new clients, established, and maintained a good relationship with them
  • Processed routine transactions like cashing checks, depositing money, credit card, money orders, deposit books, official checks, and loan payments.
  • Ensured full compliance with bank policies and procedures 7..Acquired the Service Star Award for two successive quarters

Education

MBA - Finance

Thomas Jefferson University
Philadelphia, PA
09.2022

Bachelor of Arts - German

NORTHWESTERN POLYTECHNICAL UNIVERSITY MING DE COLL
China
07.2013

Skills

  • Proficient skill on Microsoft Excel,Word,PPT
  • Budgeting and Forecasting
  • Revenue Recognition
  • Financial Modeling
  • Revenue trend analysis
  • Report Preparation
  • Advanced computer skills
  • Quickbooks
  • Financial statement analysis
  • Salesforce
  • Variance reporting
  • Account Reconciliation

Languages

Chinese (Mandarin)
Native or Bilingual
English
Professional Working

Timeline

Senior Financial Analyst

Jacs Solutions
08.2022 - Current

Account Executive - Payables and Receivables

Jacs Solutions
01.2021 - 07.2022

Director of Operations

China Post
09.2015 - 01.2019

Senior Teller & Wealth Manager

China Post
11.2014 - 11.2015

MBA - Finance

Thomas Jefferson University

Bachelor of Arts - German

NORTHWESTERN POLYTECHNICAL UNIVERSITY MING DE COLL
Meng Lei