Summary
Overview
Work History
Education
Skills
Timeline
Generic

Spencer Lee

Stamford,USA

Summary

Multifaceted Financial Analyst with a well-established analytical, accounting and reporting background. Experienced in Domestic and Multinational business models. Analyze, source and explain variances, provide accurate forecasting and financial modeling consistently and reliably. Audit and record daily financial and accounting transactions. Outstanding attributes include time management and multi-tasking. Proficient in SEC reporting, FP&A, Managerial Accounting and Cost Accounting. Successfully integrate both internal and external metrics into useful, meaningful management dashboards.

Overview

23
23
years of professional experience

Work History

Financial Auditor

Sheraton Stamford
06.2019 - 01.2023
  • Overnight Manager on Duty. Consistently reconcile all daily room & tax, banquet, event, restaurant, bar, room service and parking revenue. Verify and post all cash receipts, credit card sales and receivables. Create meaningful internal and internet reporting chronicling the day’s financial activity prior to opening ledger for next business day’s reporting.

Business Development Manager

S.O.S.E. LLC
06.2011 - 06.2019
  • Created S.O.S.E Chart of Accounts. Develop projected sales and expense budgets as well as proforma financials. Currently Budget and Financial Analyst.

Sr. Cost Analyst

Diageo
01.2015 - 06.2015
  • Participated in setting FY16 worldwide standard product costs for the Beer, Wine and Spirits divisions. Verified overheads and overhead allocations for production and bottling sites. Set up and verified Bills of Material for new products in SAP. Produced Ad-Hoc reports upon request.

Sr. Accountant

Bartron Medical Imaging
06.2013 - 06.2014
  • Performed product costing and proforma financial statement creation for Medical Imaging Device IPO. Device to be used for Clinical research at Yale Medical Center and UCONN.

Sr. Financial Analyst

ArisGlobal LLC
01.2009 - 06.2010
  • Introduced revenue recognition analysis for software licenses, renewals and upgrades enhancing compliance and improving cash flow. Quantified Clinical Trial revenue stream. Successfully managed worldwide effort to invoice and collect $6mm unbilled receivables.

Sr. Financial Analyst

MasterCard Advisors
09.2006 - 12.2008
  • Effected 3-month implementation for new Project Mgmt. system recovering $8mm in unbilled intercompany revenue. As M/E Close Analyst identified and categorized $12mm in unreconciled monthly WIP.

Financial Analyst

Cadbury Schweppes
12.2005 - 06.2006
  • Authored $818mm year-end CGS analysis and reporting package to support an SAP implementation from 3 separate Divisional ERP systems.

Treasury Analyst

Atlas Air
06.2005 - 12.2005
  • Accountable for worldwide cash position, hedging, foreign exchange and repatriation of funds for the largest worldwide 747 cargo fleet.

Sr. Accountant

PanAmSat
01.2005 - 06.2005
  • Increased profit margins 15% to $125mm for commercial/governmental satellite contracts and leases. Accomplished by analysis of contract terms and compliance of renewals.

Sr. Accountant

Deloitte & Touche
04.2004 - 01.2005
  • Authenticated the accuracy and integrity of expatriate employee’s income, expense and reimbursement files. Calculated/prepared foreign and domestic tax returns for expatriate employees.

Accounting Manager

Radiall Inc.
01.2000 - 01.2003
  • Accountable for timely and accurate development of all short and long range financial forecasts. Created monthly variance to budget reports for P&L, Balance Sheet, Headcount and CAPEX by line item for submission to parent company.

Education

BS - Finance

St. John’s University
Queens, NY

International Banking Certificate - undefined

American Institute of Banking
New York, NY

Skills

  • Reporting: Financial Reporting, Managerial Reporting, Weekly/Monthly/YTD Metrics, Performance Dashboards, Headcount, Ad-Hoc Reporting, SEC, GAAP, FASB, IFRS
  • Accounting: Journal Entries, Accruals, Consolidations, Month End Close, Year End Close, Cost Accounting, General Ledger Maintenance, Bank Reconciliations, Cash Management, Accounting Research, Balance Sheets, P&L’s, Cash Flow Statements, Payables, Receivables
  • Analysis: Forecasting, Budgeting, Financial Modeling, Revenue Analysis, Variance Analysis, Fixed Assets, Cost Center Analysis, FP&A, Ad-Hoc Analysis, Microsoft Office Suite, Oracle, Hyperion, SAP

Timeline

Financial Auditor

Sheraton Stamford
06.2019 - 01.2023

Sr. Cost Analyst

Diageo
01.2015 - 06.2015

Sr. Accountant

Bartron Medical Imaging
06.2013 - 06.2014

Business Development Manager

S.O.S.E. LLC
06.2011 - 06.2019

Sr. Financial Analyst

ArisGlobal LLC
01.2009 - 06.2010

Sr. Financial Analyst

MasterCard Advisors
09.2006 - 12.2008

Financial Analyst

Cadbury Schweppes
12.2005 - 06.2006

Treasury Analyst

Atlas Air
06.2005 - 12.2005

Sr. Accountant

PanAmSat
01.2005 - 06.2005

Sr. Accountant

Deloitte & Touche
04.2004 - 01.2005

Accounting Manager

Radiall Inc.
01.2000 - 01.2003

International Banking Certificate - undefined

American Institute of Banking

BS - Finance

St. John’s University
Spencer Lee