Henry Lee Email & Phone Number

New York, Ny, Us

New York, New York, United States

Develop and implement financial strategies to support the company’s long-term goals.Oversee budgeting $80M, forecasting, and financial planning processes.Ensure accurate and timely financial reporting.Analyze financial data to provide insights and recommendations to senior management.Monitor financial performance and identify areas for improvement.Conduct risk assessments and develop strategies to mitigate financial risks.Lead and mentor a team of finance and analytics professionals.Foster a culture of continuous improvement and innovation within the finance department.Ensure compliance with financial regulations and standards.Oversee internal controls and audit processes.Work closely with other executives to align financial strategies with business objectives.

New York City Metropolitan Area

Lead work with departments to develop appropriate scopes of work, and to oversee seamless delivery to budget, time and expectations.Develop, manage and execute analytics projects as derived from department business questions, inclusive of research design, technical implementation, and final delivery consistent with Columbia University and department standards.Work within the wider IT Analytics team to further develop capabilities and efficiencies.Guide in the creation of effective data visualizations (e.g. Tableau dashboards, Power BI, PowerPoint and chart templates, interactive charts, infographics, etc.)Work closely with key operations stakeholders to bring efficiencies to analytics business and project workflow.

Greater New York City Area

Provide data-informed support for planning, policy development, and strategic decision making. Supports organization by collecting, analyzing, interpreting, and reporting information essential for evaluating institutional effectiveness.Supported the analysis and presentation of all cost proposals and bids to executive management.Developed financial models for revenue and expense budgets and forecasts and performed variance analysis.Identified control weaknesses on current accounting procedures and created new processes to improve accuracy of financial tracking and reporting.Analyzed the corporate impacts from various risks and opportunities, and provided recommendations to executive management.

Greater New York City Area

Develop numerous forecasting models to examine university’s projected short- and long-term growth basedon key indicators, future capital projects, endowments, and tuition changes.Create revenue forecasts and reconciliations on multiple faculty practice operations.Created and maintained schoolwide financial database for ad-hoc reporting and budget functions.Instructed and developed training courses on Excel, Access, and reporting in PeopleSoft ARC.Manage the accounting structure using the creation and organization of ‘Chart of Accounts’.Create new reporting solutions for payroll accounting, budget preparations, and grants management.Analyze and assist in the preparation of the annual operational budget and the annual fiscal year-end close.Create new queries for departmental procurement and account payable reporting functions.Hosted quarterly budget meetings with Faculty, executive department leaders, and other staff from 35departments to track departmental expenditures.

Greater New York City Area

Analyzed budget proposals, financial reports and expenditures, and develop recommendations for budget allowances.Monitored departmental expenditures to ensure proper allocation of budgeted funds on a monthly basis.Created numerous tools to help department accurately assess and improve financial forecasting.Developed comprehensive reports, abstracts, and charts to present data for procurement saving strategies and statistics.Monitored fund balances and financial activity in unrestricted discretionary, gift, endowment, and capitalaccount; with monthly fund balance reports.

Greater New York City Area

Prepared financial reports by collecting, formatting, analyzing, and explaining information for all expenses charged to the Capital accounts.Prepared and posted monthly journal entries for expenses and re-classes for the capital account.Assisted with the creation of the annual depreciation budget.Maintained and analyzed contracts for medical equipment leases.Assisted with building financial database by identifying sources of information; assembling, verifying, andbacking up data.Maintained the integrity of purchase order historical data and the Northwell item master file on a daily basis for supplies and services.

Greater New York City Area

Managed the processing, distribution, accuracy verification and maintenance of invoices, interfacingextensively with a nationwide network of vendors and suppliers.Responsible for reconciling statements to ensure accurate and timely payment of bills.Tracked departmental budget and maintained accuracy against annual spending limits.Collaborated with business process team to eliminate process defects by identifying root causes andimplementing corrective actions resulting in 95% purchase order placement on-time.

Greater New York City Area

Managed the accounting cycle, including posting entries and of accounts and preparation of variousaccounting reports.Responsible tasks related to cash disbursement and cash reconciliation.Resolved inquiries on costing and formulas and communicated findings/recommendations to Management.

Greater New York City Area

Record all checks issued and generate summary of cash disbursement journalMaintained accounts payable files. Analyzed and resolved open itemsPrepared monthly journal entries for all cash receipts

Greater New York City Area

Process invoices and vouchers for CUNY and New York State Contracts in NewYork State Quick Pay SystemMaintain financial records of CUNY and New York State Contract paymentsPerform other related duties, such as filing documents, routing office mail and otherclerical duties assignedProvided assistance for vendors who needed status of payments

Greater New York City Area

Provide free tax return preparation to low and moderate-income families and individuals with appropriate schedules by using TaxWise softwareEvaluate IRS and New York state e-file rejections; counsel taxpayers on possible resolutionsTrain over 100 volunteers in tax preparation including interview techniques, software usage, and document classificationAudit and sign off on volunteers' client tax returns with the purpose of minimizing mistakesSupervise volunteers as well as support them with tax questions and software complications

New York City Metropolitan Area

Perform basic tax research to support tax return positions and assist in tax planning projects.Utilize tax software to input data and generate preliminary tax return forms for review by senior tax professionals.Maintain organized records and documentation for all tax-related activities.