Jordan Lee

CPA with experience in public accounting and cyclical corporate accounting, as well as experienced with working in FP&A under both publicly traded and private equity ownership.

• CPA licensed in the stat of Arizona
• Advanced experience with Power BI, including development of data model
• Lead annual Sales and OpEx budget and quarterly forecast process, including partnering with Sales leadership to establish revenue targets for all levels of the sales organization and partnering with regional controllers to establish appropriate COGS and Operating expenses
• Develop and train junior analysts
• Partner with IT to develop and improve data capabilities by assisting in integration and testing of new data sources
• Provide monthly variance analysis to department and executive leaders to control spending
• Analyze balance sheet and income statement trends to identify possible incorrect accounting entries or allocations
• Administer Oracle FCCS/PBCS consolidation and reporting systems, along with develop new forms and reports to meet the needs of management
• Provide ad hoc analysis for private equity owners to identify way to improve efficiency and profitability
• Partner with members of management in various departments to provide needed insight and analysis for business decisions
• Create data and financial models for various projects including: change in global discount structure (by regional market), change in method of price realization, improvement of global On-Time Delivery reporting, change in sales org structure, and more
• Bridge the gap between IT/Business Intelligence team and Finance team for development, testing, and implementation of improvements to Power BI reporting

B.S. Business from University of Phoenix

M.S. Accountancy from University of Phoenix

CPA Arizona