Joel Lehr Email & Phone Number

Houston, Texas, United States

• Part of a centralized analytics team tasked with improving financial reporting processes and refining FP&A system functions across the organization
• Consolidate financial and operational data from various sources to support the month-end close process and perform variance analysis and management reporting
• Maintain complex financial models used to forecast business unit performance, incorporating revenue, expense, headcount, and capital planning drivers
• Interface with department heads to collect, analyze, and distribute key operating metrics accompanied with actionable insights
• Custom high profile event reporting
• Monthly commission calculations and extensive payroll analysis

Houston, Texas, United States

• Streamlined company’s financial and operational reporting processes from beginning to end, drastically reducing report lead from 3 days to 2 hours, while improving overall accuracy and reliability of data
• Built and maintained financial forecasting models, aiding in the development of ST and LT financial checkpoints and strategies
• Conducted quarterly operational expense review with senior management, interpreting operational results and proactively consulting with department heads on cost-savings initiatives
• Designed and implement routine variance analysis tools, creating new financial indicators and recommending corrective actions accordingly
• Responsible for developing and presenting professional presentations for private equity and outside investors

Houston, Texas Area

• Constructed monthly reports in Power BI to include month-end revenue and profit, variance analysis of actual data to budget and forecasting, and coordinated with departments to include updates on company initiatives
• Led the preparation of the company’s annual budgets, collaborating with department heads to ensure alignment with corporate objectives
• Developed and maintained complex financial models to analyze historical and projected financial data, identifying cost-saving opportunities and revenue growth potential
• Responsible for leading weekly management meeting, coordinating with senior management to track deliverables, coordinate interdepartmental collaboration, and ensure productive meeting results
• Frequently relied on by senior management for leading high priority initiatives, often requiring tactful yet effective navigation of nuanced issues or circumstances

Houston, Texas Area

• Analyzed and modeled financial data in excel to produce ST and LT forecasts based on multiple scenarios and contingencies related to financing and market conditions
• Played a crucial role in merger and acquisition analysis, including due diligence, valuation, and post-acquisition performance monitoring on over $300mm of closed M&A and corporate debt arrangements
• Responsible for creating engaging and visually appealing presentations for upper management, translating complex financial concepts into clear, actionable insights

Houston, Texas, United States

• Responsible for preparation of monthly reporting package for distribution to senior management
• Prepared financial reports and presentations for external stakeholders, including investors, lenders, private equity, and sell-side analysts
• Conducted in-depth financial analysis, including financial statement analysis, with special consideration placed on valuation, financing, investor sentiment, and general risk assessment
• Assisted senior management with ad-hoc projects and initiatives as needed

Dallas, Texas, United States

• Commercial loan underwriting with focus on commercial real estate projects and business lines of credit
• Financial risk profile analysis through quantitative and qualitative assessments of individual solvency, type and strength of assets, income analysis, collateral valuation and liquidation, short and long-term.
• On-site inspection of commercial properties, monitoring use of proceeds, reconciling loan draws with project completion goals, and providing weekly progress reports to Loan Officers
• Conducted comprehensive financial data analysis to assess market trends, competitor performance, and investment opportunities

Waco, Texas Area

Houston, Texas Area

Mba

Bachelor'S Degree, Finance, General