David Lee Email & Phone Number

Los Angeles, Ca, Us

• Led financial analyses for cost of capital updates which should increase revenue by about $77 million in 2024.• Shaped key messaging for investor and regulatory stakeholders by collaborating across Sempra business units.• Coordinated updates for executive finance dashboards and board of directors meetings.

• Provided key contributions to the company’s financial plans and outlooks by analyzing and forecasting cash flows, financing, and credit metrics.• Developed investor relations support for executives by summarizing key accomplishments and developments.• Prepared presentations and support for regulatory filings, due diligence, and stakeholder meetings.

• Efficiently performed month- and quarter-end journal entries and reports under tight deadlines.• Optimized processes to prepare reports and validate cash entries.• Provided data for financial reporting and performed SOX testing on behalf of Deloitte.

Los Angeles, Ca

• Performed 12 financial and operational audits of Sempra business units on behalf of the audit committee.• Aided audit design by identifying key risks and controls through client interviews and internal assessments.• Identified business control issues and provided recommendations for clients.

Los Angeles, California

• Supported management decision-making through data management, analysis, and visualization.• Aided management of real estate and assets by supporting facility management database.• Automated work order assignment processes.

Pomona, Ca

• Promoted the company and its services by managing official social media channels.• Ensured accuracy of marketing content by fact checking and copyediting.• Analyzed and presented the effectiveness of marketing programs.

Los Angeles, Ca

• Identified and established relationships with new channel partners.• Improved lead generation through content, email, and social media marketing.• Aided management through ad-hoc support and analysis.

Bachelor Of Science In Business Administration, Finance & Marketing, Summa Cum Laude

Activities and Societies: Student Managed Investment Fund, Student Government, Pi Sigma Epsilon, Finance Society

Certificate In Accounting, 4.0