Sasha Lee
Delaware State Housing Authority
Dover,DE
20
years of professional experience
Results-driven financial professional with expertise in managing financial operations and developing effective strategies. Demonstrated proficiency in financial reporting, analysis, and compliance, with a strong emphasis on collaboration and achieving organizational goals. Experienced in forecasting, risk management, and financial planning, contributing to informed decision-making and sustainable growth.
Work History
Financial Operations and Reporting Manager
9 Months- Directs the preparation of monthly, quarterly, annual, and special financial reports in accordance with GAAP, GASB, and applicable regulatory requirements.
- Oversees all payroll functions to ensure timely and accurate processing of payroll, payroll liabilities, tax reporting, benefit deductions, and related financial transactions.
- Leads, supervises, mentors, and evaluates professional financial staff while promoting employee development and continuous improvement.
- Develops financial forecasts, models, scenario analyses, and long-range financial plans to support executive decision-making.
- Provides financial analysis and recommendations to executive leadership regarding fiscal operations, organizational initiatives, and strategic planning.
- Oversees the implementation, maintenance, and continuous improvement of enterprise financial systems, reporting tools, and financial technologies.
- Develops financial dashboards, performance measures, and analytical reporting tools that improve operational efficiency and management decision-making.
- Coordinates the preparation of bond offering statements, financial schedules, and other documentation required for bond issuances and legislative initiatives.
- Negotiates and administers contracts related to financial operations while ensuring fiscal accountability and regulatory compliance.
- Collaborates with internal departments to ensure financial reporting supports agency objectives and long-term fiscal sustainability.
- Monitors compliance with accounting standards, internal controls, and applicable federal, state, and Authority financial policies.
- Performs other related duties as assigned
Controller
5 Months- Oversaw Accounting/Finance Department, ensuring operational efficiency and financial integrity.
- Ensured the accounting procedures, practices, and policies included appropriate controls to mitigate risk, support the organization’s strategic goals, and were in compliance with Generally Accepted Accounting Principles (GAAP) and Regulatory guidelines.
- Developed, managed, and maintained reliable and accurate financial reporting on income, expense, assets, liabilities, and capital.
- Interpreted and presented financial reports to management, appraising operating results for profitability and performance against budget to inform management planning and decision making.
- Prepared monthly financial reports and analyses for presentation to the Asset and Liability Committee and Board of Directors.
- Ensured the general ledger was closed timely and accurately each month, no longer than five business days following the close date.
- Provided budget oversight and coordinated with departments during budget process to ensure timely and accurate projections, managing budget system and delivering comparative financial statements.
- Performed various tasks, such as handling management requests, leading department projects, and engaging in committee activities.
Assistant Controller
2 Years 8 Months- Responsible for the University’s cash management, investing, debt, and banking relations.
- Coordinated monthly closes, financial statement preparation, and audit activities, enhancing the integrity of annual and interim financial reports.
- Oversaw cash management, investment activities, debt management, and banking relations for the University.
- Supervised and directed General Accounting, Accounts Receivable, and Payroll departments to ensure compliance and accuracy in financial operations.
- Prepared regular and ad hoc financial analyses and reports that informed strategic decision-making processes.
- Led in the preparation of the University tax returns.
Controller
1 Year 8 Months- Directly reported to the Vice President of Finance/Chief Financial Officer.
- Managed finance/accounting staff, assisting with conflict resolution, assigning and monitoring tasks, and evaluating performance and professional development.
- Oversaw financial and accounting functions, including accounts receivable, accounts payable, cash management, fixed assets, purchasing, planning, budgeting, forecasting, reporting, and audits, ensuring accuracy and compliance.
- Reviewed and approved journal entries and reconciliations for accuracy.
- Reviewed and analyzed various other financial reports.
- Managed the Finance/Accounting staff including assisting them with conflict resolution, assigned and monitored tasks, evaluated performance and professional development.
- Directed financial and single audits, implemented and monitored internal controls to ensure compliance with company policies.
- Performed various other duties and responsibilities as required.
- (Acquired by Delaware State University – April 2021)
Senior G/L Accountant
2 Years 4 Months- Lead the completion of month-end close, including posting of elimination entries for inter-company receivables/payables and equity, analysis of pre-close ledger results, and calculations and booking of journal entries.
- Reviewed and analyzed accounting transactions and financial reports, ensuring accuracy and completeness while providing variance explanations.
- Coordinated monthly account reconciliations with team members, ensuring timely completion and accuracy of accounts.
- Prepared asset and liability account reconciliations, implementing action plans to resolve reconciling items efficiently.
- Assisted in the quarterly and annual external audit by preparing schedules as requested, providing supporting documentation, and working directly with auditors.
- Performed ad hoc analysis and created reports for management.
- Provided positive leadership and assisted in the training and development of other accountants.
Business Unit Accountant
1 Year 8 Months- Managed day-to-day accounting, reporting, and analysis for a regulated company with high complexity.
- Produced monthly financial statements through journal entries, variance documentation, resolution issuance, and comprehensive financial report preparation and review.
- Generated annual income tax accrual by determining timing differences, estimating tax accruals, and calculating and reconciling current and deferred income tax accounts to ensure accurate tax reporting.
- Prepared monthly account reconciliations (reviewed G/L, researched, verified, documented, and resolved variances).
- Generated annual income tax accrual (determined timing differences, estimated tax accruals, and calculated and reconciled current and deferred income tax accounts).
- Governed non-income tax compliance (property, muni, franchise, sales and gross receipts).
- Identified process improvement opportunities and recommended actionable solutions.
- Led quarterly inventory audits and documented, verified, and reconciled variances.
Senior Accountant/Financial Analyst
3 Years 11 Months- Analyzed and reconciled surcharge accounts to ensure accuracy and compliance.
- Forecasted the balance of various accrual accounts with financial analysis.
- Assisted in preparing financial statements, contributing to timely reporting and decision-making.
- Prepared general journal entries.
- Prepared general journal entries to maintain accurate financial records.
- Managed oversight of multiple loss and expense accounts.
Staff Accountant & Auditor
2 Years 2 Months- Executed account reconciliations to ensure accuracy and compliance.
- Prepared general ledger entries to reflect financial transactions accurately.
- Conducted audits for large and medium-sized privately owned companies, specializing in pension and profit-sharing plans to ensure regulatory compliance.
- Performed audits for large and medium-sized privately owned companies with specialization in pension and profit-sharing plans.
- Performed account reconciliations.
- Prepared general ledger entries.
- Updated and maintained client depreciable asset schedules.
- Assisted management in preparing client budgets.
- Analyzed and processed client information for New Facility Credits.
Auditor Intern
1 Year 2 Months- Conducted DataColor Walkthrough to identify gaps in internal control processes, enhancing overall compliance.
- Collaborated with Senior Manager to draft Test of Design outlining procedural inefficiencies and documenting actionable recommendations.
- Executed control testing and managed database for Firm’s HR processes, ensuring data integrity and compliance.
- Conducted Independent Research and Study using the Firm’s online research tool to better understand and participate in the engagement process.
Education
B.S. - Accounting
- Summa Cum Laude
- Beta Gamma Sigma
- FEI Medallion Scholar
- National Honors Society
- Alpha Chi Honors Society
- INROADS
- GPA: 3.78
Skills
GAAP compliance
Financial statement analysis
Internal controls
Month-end closings
Audit preparation
Financial modeling
Account reconciliation
General ledger accounting
Cash flow management
Financial forecasting
Budget preparation
Payroll processing
Process mapping
Process Improvements
Staff management
Advanced Excel
Timeline
Financial Operations and Reporting Manager
Delaware State Housing Authority
11.2025 - CurrentRead More
Controller
Dover Federal Credit Union
01.2024 - 06.2024Read More
Assistant Controller
Delaware State University
04.2021 - 12.2023Read More
Controller
Wesley College
08.2019 - 04.2021Read More
Senior G/L Accountant
Artesian Water Company
05.2016 - 09.2018Read More
Business Unit Accountant
Chesapeake Utilities Corporation
09.2014 - 05.2016Read More
Senior Accountant/Financial Analyst
Ace Group
10.2010 - 09.2014Read More
Staff Accountant & Auditor
Faw Casson & Company, LLP
06.2008 - 08.2010Read More
Auditor Intern
KPMG, LLP
06.2006 - 08.2007Read More
Delaware State University
B.S. from Accounting
Read More