Jameson Lee Email & Phone Number

Rosemead, Ca

Reporting to the Budget Director, managed 3 people, processes, and any SAP budgeting system development requirements related to the company's end-to-end Annual Budgeting Process (Income Statement $1B, O&M $1B, and Capital $4B). Ensured the company's $1B O&M & $4B Capital budgets are entered into the SAP Budgeting System in a manner that is conducive for both corporate and operating unit variance analysis. Collaborated with multiple departments to support SCE's Long Term Planning and Net Revenue reporting efforts. Managed multiple ongoing financial projects that aligned with the company's strategic plans and goals. Maintained and aligned SAP financial master data cost objects and hierarchies for desired management reporting view. Designed, created, & monitored various monthly budget variance reports.• Managed the successful overall development and implementation of the SAP Budgeting System for Southern California Edison (SCE) that was replacing an existing mainframe budgeting system.• Organized curriculum and conducted training for over 100 employees to ensure that end users were knowledgeable with the budgeting applications.• Implemented new financial reporting methods to measure capital and operating expenditures. • Established procedures for the realignment of SCE's internal chargeback costs, resulting in increased reporting accuracy by 25%. • Guided the development of the process and procedures for establishing SCE's Annual Net Revenue Budget ($2B) in the SAP Budgeting System.• Identified reporting inefficiencies across the company and recommended necessary improvements to CFO, VP of Operational Finance, and Director of Budgeting.• Synchronized & aligned SCE's annual workforce plan with the company's financial plan, creating tighter integration and more accurate financial forecasts.

Rosemead, Ca

Reporting to the Budget Director, managed team of 4 budgeting and financial analyst professionals. Planned, developed, and managed the preparation of the Annual Budget Guidelines. Defined strategy and business plan for the Capital and Operating Expense Budget areas. Managed the preparation of numerous budget variance performance reports each month. Monitored and analyzed Key Performance Indicators (KPI) and financial ratios related to the company's corporate goals.• Developed Business Performance Report, highlighting Corporate and Business Unit key financial measurements and achievement goals.• Maintained high levels of partner satisfaction through collaborative meetings and consistent knowledge-sharing processes with regards to the company's Annual Budgeting Process.

Rosemead, Ca

Reported to the Financial Reporting Principle Manager. Participated in cross functional teams, from 4-6 departments, to analyze and understand the operational impacts and opportunities of technology changes. Tracked, analyzed and interpreted trends in detailed operation expense data. Documented process flows and developed requirements for functional improvements and enhancements. Drafted monthly financial reconciliations and forecasts. Prepared various company financial statements. Reported and consolidated company financial performance. Reconciled and reported discrepancies found in records. Communicated with clients, employees and other individuals to answer questions and explain information related to GRC, SONGS participants, or other interested party's data requests.• Developed and transitioned company financial measurement report from manually typed copy to Lotus 123/MS Excel.• Successfully transformed company O&M report from paper copy to online mainframe display.

Master Of Business Administration (M.B.A.), Business Administration, Management And Operations

Business, Accounting