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