David Lemmon Email and Phone Number

Team leader responsible for financial planning and analysis for the consolidated organization. Extensive experience working with the Board, management team, investors, banks, and other third-party vendors.

Responsible for the management of financial planning, budgeting, and merger and acquisition planning for the consolidated company.

Provide financial planning and analysis for State Street's Global Services business. Team leader with special emphasis on budgeting, forecasting, and financial modeling.

Developed financial models to assist in strategic planning for direct expenses.

Completed journal entries, account reconciliations, and assisted with month-end close. Also, provided revenue dashboard reporting and analysis.

I acted as a key member of a team that helped State Street convert over 85 asset portfolios worth over 9.5 billion dollars. I helped our team build our client service from the ground up by: working late hours to meet critical deadlines, developing guidelines for each new project, continuously training staff, and processing complex asset portfolios under minimal supervision Led as a key member of a team that designed and implemented a paperless process to State Streets operations group. After completing the steps to go paperless, we developed the procedures and audit standards to allow employees to work from home.Provided daily audit of the investment accounting for large asset portfolios.Administered interviews for possible intern candidates.

Responsible for the NAV Calculations for various asset portfolios.