Gary Lee Email & Phone Number

Oakland, California, US

Chicago, Illinois, US

Menlo Park, California, US

• Senior consultant providing upper management and buyer with useful financial insights for carve out of a global leader in retail loss prevention.
• Conducted Quad Analysis in line with the Pareto Principle to develop pricing and service differentiation for respective customers and products to ultimately increase the bottom line.
• Consolidated disparate data streams from 21 ERPs to create 14 thorough P&L statements based on product, customer, and region.

Chicago, Illinois, US

• Reported daily, weekly, and period end financial and operational metrics to the operations team and upper management to asses financial health of the company and to drive decision making.
• Developed comprehensive annual budgets for 95 restaurants encompassing sales, operating expenses, and G&A by interacting with the operations team and upper management.
• Increased delivery sales by 12% by creating a framework to challenge refunds and leveraging the resources of our delivery partners.
• Created a robust product mix analysis to quantitatively measure change in customer demand for certain items due to price increases.

• Experienced consultant with over $6 million in transactions focusing on residential 1031 tax-deferred exchanges from Los Angeles, California to Durham, North Carolina.
• Gathered, analyzed, and synthesized economic, demographic, and real estate market data (rents, expenses, cap rates, population growth, appreciation, etc.) to increase the average net operating income of my clients'.

Chiyoda-ku, Tokyo, JP

• Interacted and collaborated with various Lines of Business, Subject Matter Experts, and Senior Management to create bank-wide regulatory and supervisory efforts in line with Comprehensive Capital Analysis Review (CCAR).
• Analyzed income statements, balance sheets, capital ratios, and loss-related topics under various macroeconomic/idiosyncratic scenarios including the COVID-19 pandemic to ensure internal capital adequacy
• Assisted in the creation of a non-interest expense model to calculate COVID’s effect on expenses associated with contractors, salaried workers, and commercial leases

Lima, Lima, PE

• Created a streamlined income statement for the entire history of the startup (2015-2019) using GAAP by calculating revenue streams, cost of goods sold, depreciation and amortization, and other financial metrics.
• Analyzed our cash flow to make a business plan focusing on our stationary model to improve margins and to increase market penetration.
• Pitched and presented the growth potential and social responsibility aspects of the company to international angel investors.
• Contributed and worked closely with a Spanish speaking team of engineers and co-workers.

Medford, Massachusetts, US

• Participated actively on the executive board of a financial club dedicated to the education of foreign exchange, commodities, and indices of the current market.
• Invested $250,000 of the Tuft’s endowment and was able to beat the market 5 out of the 6 semesters.
• Created and presented bi-weekly reports regarding the current global economic landscape, the actions and reactions of the market, and the financial opportunities that arise.

Medford, Massachusetts, US

• Supervised, regulated, and maintained the safety, cleanliness, and operability of the university pool for 12 hours a week.

Durham, North Carolina, US

• Explored the complex relationship between African elephant (Loxodonta africana), fire, and biodiversity in Kruger National Park.
• Used GIS, RStudio, and excel to create useful graphs and pivot tables for a scientific paper currently in review by Koedoe Journal.

• Conducted intensive research regarding agricultural policy in 13 states with a focus on the diverse irrigation policies of each state.
• Predicted future agricultural policy based on political and environmental trends and positioned Sparling Instruments accordingly.
• Worked with both the engineering and marketing teams to create a comprehensive five-year plan for Sparling Instruments to focus on the California and Texas market.

Pasadena, CA, US

• Interned under the Senior Audit Executive of East West Bank, a bank that focuses on the U.S. and Greater China markets with total assets of $33B.
• Took responsibility for daily insight of internal controls, banking regulation, and general standards from the chief audit executive in compliance of the Dodd-Frank Act.

Bachelor’S Degree, Double Degree In International Relations And Environmental Studies

Organization For Tropical Studies, Ecology And Evolutionary Biology

International Relations, Business And Society