Sharon Lee, CPA
Summary
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
16
16
years of professional experience
Work History
Assocaite Director - FP&A
Verizon Corporate Executive Presentations
02.2022 - Current
- Managed end-to-end development of executive presentations for the Board of Directors, Verizon Leadership Committee, and Leadership Connect, ensuring clear communication and timely delivery.
- Cultivated strong cross-functional partnerships with Investor Relations, Treasury, Accounting, Corporate FP&A, and BU Finance leads to ensure data accuracy, consistent messaging, and a unified approach across all financial deliverables.
- Successfully collaborated with senior leadership across multiple departments to gather insights, analyze business trends, and develop strategic recommendations presented during CFO presentations, directly impacting key business decisions.
- Elevated the impact of CFO presentations by incorporating data-driven insights, variance analysis, and forward-looking projections resulting in increased visibility and engagement from senior leadership and the Board of Directors.
- Optimized the creation process for key leadership presentations transitioning from manual workflows to collaborative Google Presentations and Workiva by integrating automated data retrieval for increased efficiency.
- Drove data integrity and alignment across departments by partnering with FP&A, Investor Relations and Business Unit CFOs to streamline quarterly earnings reporting and ensure consistent messaging.
- Mentored and coached a team of 3, providing guidance on technical skills, presentation development, and stakeholder management, resulting in enhanced team performance and individual growth.
Manager - FP&A
VCG Customer Service
10.2020 - 02.2021
- Managed a $326M operating and $17M capital expense budget for Customer Service operations, exceeding savings targets by $31M through strategic cost reduction initiatives.
- Led monthly financial reviews with senior leadership (8 Directors and VP) to analyze budget performance, provide financial updates and collaborate on strategic initiatives.
- Developed and implemented comprehensive budget models and monthly forecasts for Customer Service operations, accurately projecting headcount costs and managing operational expense requests.
- Collaborated cross-functionally with Operations, HR, and finance teams to ensure budget alignment, clear communication, and strategic resource allocation.
- Championed knowledge sharing and professional development by providing ongoing financial training to operational teams and leading the "Beyond Field Finance" speaker series, fostering collaboration across departments.
Consultant FP&A - Outlook Consolidations
VCG Customer Service
04.2019 - 10.2020
- Coordinated and consolidated bottom-up financial outlooks for VPs, ensuring timely submission of corporate templates and incorporating analyses of Covid-19 impacts, headcount fluctuations, and upward pressures.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Analyzed and communicated financial opportunities and risks impacting quarterly forecasts to VCG Finance leadership, collaborating with internal teams and subject matter experts to develop strategic responses.
- Developed and delivered presentations for senior leadership meetings, providing variance explanations, ad-hoc analysis, and financial/business driver waterfall views demonstrating the impact of customer service productivity on financial Performance.
- Enhanced communication and transparency by creating, functional walkthroughs of consolidated financial outlooks for VPs, enabling them to understand the financial implications of their business decisions.
- Modeled and tracked the financial progress of a strategic "Get Healthy" plan, presented to the EVP and CEO, outlining investments to improve service levels and surge capacity within customer service operations.
Consultant - FP&A
Outsourced Vendor Operations
05.2016 - 04.2019
- Provided financial modeling and analytical support for complex business cases, strategic programs, and process changes within customer service operations, delivering data-driven insights and recommendations to optimize outcomes.
- Managed a multi-million dollar outsourced labor budget, including zero-based budgeting, contract negotiations, and variance analysis, resulting in cost savings and improved vendor performance.
- Developed and delivered executive-level presentations on key financial performance indicators, strategic initiatives and actionable recommendations to drive informed decision-making among senior leadership.
- Collaborated cross-functionally with stakeholders across various departments, including Resource Management, Operations, and Sourcing, to align financial planning with operational goals and drive strategic alignment.
Consultant FP&A - Wireless Reporting
Verizon Wireless
11.2014 - 05.2016
- Empowered senior executive decision-making by delivering insightful financial and performance reports at each month-end and quarter-end close, ensuring access to critical data for strategic action.
- Analyzed and provided actionable insights on corporate performance, identifying and explaining variance against targets (budget, forecast) and prior periods to drive strategic course correction.
- Proactively maintained and enhanced month-end financial models to reflect evolving business needs, ensuring the accuracy and timely delivery of critical data from external stakeholders.
- Drove efficiency and data integrity as a key contributor to reporting transformation initiatives, spearheading the migration of manual metrics to Essbase and collaborating with technical teams to establish a single source of truth for all reporting data.
- Consistently delivered timely and accurate data for ad-hoc requests, ensuring seamless support for critical decision-making, particularly during high-pressure periods like month-end close.
Consultant - Accounting Policy
Verizon Corporate
08.2012 - 11.2014
- Served as a trusted advisor, delivering comprehensive accounting guidance and support for strategic initiatives undertaken by business units and the corporate finance team.
- Championed company-wide adherence to accounting policies, encompassing establishment, maintenance, and ongoing compliance monitoring.
- Spearheaded the design, coordination, and delivery of monthly technical accounting training programs, equipping accounting and finance personnel with cutting-edge knowledge and skills.
- Maintained meticulous oversight of all requirements pertaining to NASBA Technical Training license ensuring ongoing compliance and professional development.
- Led successful implementation and execution of a pivotal corporate policy governing authority limits for approvals, impacting decision-making process across the company.
Senior Auditor
WeiserMazars LLP
12.2008 - 08.2012
- Led and managed all stages of financial statement audits (planning, fieldwork, reporting, archiving) for a diverse client portfolio spanning real estate, media, not-for-profit, and manufacturing and distribution industries.
- Developed and executed risk-based audit plans, incorporating strategic questioning techniques and detailed control testing, while proactively identifying opportunities to enhance audit efficiency and effectiveness.
- Analyzed financial data, including year-over-year accounting fluctuations, considering market and industry trends to ensure the accuracy of client financial statements prepared in accordance with GAAP.
- Excelled in team leadership and communication, providing supervision and feedback to junior staff, collaborating effectively with clients and third-party service providers, and contributing to recruitment and training initiatives.
Education
Bachelor of Science - Accounting
SUNY Binghamton
Binghamton, NY05-2008
Skills
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- People management
- Project management
- Financial reporting
- Financial planning
- Stakeholder engagement
Timeline
Assocaite Director - FP&A
Verizon Corporate Executive Presentations
02.2022 - Current
Manager - FP&A
VCG Customer Service
10.2020 - 02.2021
Consultant FP&A - Outlook Consolidations
VCG Customer Service
04.2019 - 10.2020
Consultant - FP&A
Outsourced Vendor Operations
05.2016 - 04.2019
Consultant FP&A - Wireless Reporting
Verizon Wireless
11.2014 - 05.2016
Consultant - Accounting Policy
Verizon Corporate
08.2012 - 11.2014
Senior Auditor
WeiserMazars LLP
12.2008 - 08.2012
Bachelor of Science - Accounting
SUNY Binghamton
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