William Lee

• Worked effectively in fast-paced environments.
• Skilled at working collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Founded the committee, established criteria, and led meetings to develop criteria, forms, and timing of awarding three annual scholarships under a time deadline
• Managed committee activities, ensuring effective communication and coordination among members.

• Managed budgeting processes for cash management for the chapter, and a scholarship at the direction of the chapter board.
• Facilitated audits by preparing necessary documentation and liaising with external auditors.
• Reconciled monthly statements, invoices, and expense accounts, keeping records accurate and current.
• Advised management regarding significant expenditures to keep operations in line with budget limitations.
• Coordinated financial reporting to SLA HQ, tracking bank accounts, donations, and fundraisers.

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• Served a three-year cycle of listed offices, overseeing the chapter board, and led strategic initiatives to enhance organizational effectiveness and drive mission-aligned goals.
• Led strategic initiatives to enhance organizational effectiveness and drive mission-aligned goals.
• Mentored junior leaders, fostering professional development and enhancing team performance.

• Managed annual budget preparation and forecasting for financial sustainability.
• Developed strategic financial plans aligning with chapter goals and initiatives.
• Oversaw compliance with financial regulations and reporting standards.
• Implemented cost-saving measures to enhance overall fiscal health of the organization.

• Write a handbook to establish financial reporting processes to ensure accuracy and compliance with organizational standards.

• Worked with the committee to establish the association's budget.
• I took meeting minutes and communicated directly with the association's treasurer.
• Worked well in a team setting, providing support and guidance.