Eric Lee, Cpa Email & Phone Number

Northbrook, Il, Us

* Responsible for analyzing and communicating financial and non-financial impact of business strategies and initiatives* Develops profitability models and tools, isolating critical variables* Finance partner for system implementation and change management* Identify and solution opportunities for capital optimization, improving segment profitability* Implementation of process improvement, simplifying forecasting and financial analysis

* Facilitated budget and quarterly financial reviews with senior management and market managers* Supported bankers and market managers in pricing, profitability, capital, and funding questions* Developed profitability projections for loan portfolios and measuring profitability of tax credit products* Delivered ROE/SVA analysis for sub-LOB portfolios for strategic business decision-making* Created monthly Executive Management Report and serve as point person for Quarterly Business Reviews with full ownership of all income statement and balance sheet items* Managed, trained, and mentored rotational analysts

* Responsible for month-end close, reconciliation, and participation in the quarterly line of business management representation process to ensure the books and records of NMTC are properly reconciled and reported in accordance with GAAP* Partnered with the business, finance and external reporting on deal specific structures including consolidation analysis, VOE reporting and legal entity attestation* Responsible for reconciling and recording tax credit revenue with the Corporate tax department and management reporting* Provided support for certain legal entity stand-alone audits* Participated in system conversion related events to ensure validation of books and records, mapping to financial systems, and accurate financial reporting

* Assisted in the monthly, quarterly, and annual accounting close* Reconciliation of balance sheet and income statement accounts* Monthly financial analysis, including review of property accounting information* Reconciliation of bank statements* Assisted with cash management responsibilities* Assisted with monthly, quarterly, and annual reporting requirements, as well as year-end audit and tax requirements

* Coordinated and performed GAAP basis financial statement audits in various industries* Served a variety of public and private clients - manufacturing, not-for-profits, voluntary health and welfare organizations, hospitals, employee benefit plans, and utilities* Assisted compliance of Sarbanes-Oxley Act Section 404 by SEC registered clients including the detailed performance of walkthroughs and independent control testing* Participated in all phases of the audit process - including planning, internal control testing, detailed substantive testing, analytical review, and reporting procedures* Developed and applied strong technical and analytical skills in the planning and performance of client engagements, while adhering to budgets and time constraints* Communicated results of work orally and in writing to upper management* Demonstrated interpersonal skills by developing and maintaining clients and peer relationships

* Responsible for leading a team of four soldiers in intelligence operations* Cross-trained soldiers to regularly assist in Operations* Developed training in order to maintain and improve subordinates' proficiency in Intelligence operations* Supervised, performed, and coordinated: collection management, analysis, processing, and dissemination of strategic and tactical intelligence* Assisted with office operations* Possessed a Top Secret/SCI clearance

While deployed to Iraq from 2005 to 2006:* Produced and evaluated analysis of human intelligence reports developed in Division level area of operations* Led shift of three soldiers for human intelligence cell during combat tour* Operated as liaison between various military intelligence cells in a major logistics base

Master Of Science, Accounting

Activities and Societies: Beta Gamma Sigma, Accounting Club, Veteran Students Association

Bachelor Of Science, Accounting

Activities and Societies: Beta Gamma Sigma, Accounting Club, Veteran Students Association Cum Laude

Education record