Jamar Lee Email & Phone Number

• Managed the monthly sales, inventory, and operating plan working with Sales Channel Managers to plan and forecast the organization’s sales
• Maintained quarterly GAAP compliance deliverables, ensuring compliance with various regulations
• Oversaw the monthly strategic pricing model helping business partners determine pricing objectives for our key
• Assisted in the monthly reconciliation of actual performance to budget and forecast providing commentary on key drivers for business partners

Atlanta, Georgia, United States

• Owned the budgeting, forecasting, and performance reporting for the business ($65 million annual revenue and $12 million annual earnings
• Oversaw the budget process which included setting required timelines, developing and distributing input templates to business partners, and generating key reports to the Board (Income Statement, Balance Sheet, Cash.
• Managed the monthly management reporting process providing performance information such as the Income Statement with insight on key variances to budget and other defined comparatives (Prior Year)
• Developed insightful and informative performance reports that enabled leadership to address key business areas
• Managed the rolling 12 quarter forecasting process, including defining input templates, timing, consolidation, reconciliation, analysis and reporting of the reforecast)

Foster City California

• Supported commercial expense, coordinated and led the budget and planned process for Market and Sales groups of IHD (Ishemic Heart Disease.
• Served as the liaison between finance and business for analytical and budgeting support
• Collaborated with functional teams responsible for designing models that fit client needs while providing superior service to ensure successful project implementation
• Provided revenue support for Cardiopulmonary & Oncology portfolio (Ranexa, Letairis, Cayston and Zydelig)

Accra, Ghana

• Coordinated with Financial Controller in financial forecasting and modeling operations.
• Implemented cost control initiatives based on revenue and expenditure trends.
• Maintained documentations for all accounting transactions.

San Francisco Bay Area

• Managed new business strategy and implementation for Blue Shield of California
• Executed project using PMI methodology complying with PMO processes & templates.Managed key project management areas including Project initiation, estimation, planning, testing & implementation, issues, risks, quality.
• Managed and led numerous projects, including Internal P&L Audit Program, Enhanced Monthly Profit Reporting, Customer Product Evaluation, Lease Return Program, Intercompany Pricing Scheme, and Customer Returns

San Francisco Bay Area

• Managed the US Marketing Budget that consisted of over $72 million spent annually. Provided Ad Hoc analysis to ensure better forecasting of expenses.
• Worked with marketing teams to ensure proper expense coding when opening purchase orders through PeopleSoft using created coding guides.
• Delivered monthly actual marketing expense report to management using Business Objects and Hyperion. Worked with the Director of Marketing to investigate all variances and adjusted forecasts accordingly

San Francisco Bay Area

• Managed monthly close process for Levi Strauss Signature Organization’s operations expenses & balance sheet to assure accurate results.
• Oversaw the development of financial report packages and presentations including flash reports, monthly/quarterly financial reports, executive committee reviews, and board of director reviews; Managed the close process.
• Investigated all major variances using a self-made Actual/Forecast Model. Managed licensing business by ensuring accurate royalty revenue recognition.
• Assisted in managing COGS by investigating known discrepancies associated with the specific product. Managed Consumer Segment Profit and Loss Statements (TOPS Wear & BOYS Wear), working with merchandising to discuss.

Greater New York City Area

• Budgeted and forecasted the firm’s annual income and reported results into Hyperion.
• Assisted in validating that media spend is consistent with revenue projections.
• Worked closely with Shared Financial Services in resolving billing issues. Created Variance Analysis Schedules to investigate and resolve actual vs. forecasted revenue variances.
• Selected to take sole responsibility over forecasting subdivision company‘s (MEC Interaction) annual revenue consisting of $26 million