Lee Tran Email and Phone Number
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Seasoned Sr Financial Manager/Analyst with a passion for driving financial excellence and steering businesses toward growth.Throughout my career, I've honed expertise in financial analysis, reporting, and accounting. I've successfully navigated complex challenges, from implementing streamlined processes and managing audits to overseeing financials for multiple entities. My focus on budget management, financial statements, and tax reviews has consistently upheld the highest standards of accuracy and compliance.As a seasoned leader, I've guided teams toward achieving operational excellence. I've orchestrated successful preparations for acquisitions, facilitated due diligence processes, and played a pivotal role in post-closing integration. My proficiency in Financial Planning & Analysis empowers data-driven decision-making, from annual budgeting to revenue forecasting.I thrive on sharing insights and fostering connections. Whether you're seeking financial guidance, strategic planning expertise, or simply looking to expand your network, I'm here to collaborate. Let's connect to explore how my experience can contribute to your goals.
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OwnerBlt Consulting Llc Jan 2024 - PresentSacramento, California, United States -
OwnerBlt Detail Jul 2021 - Aug 2024Livermore, California, United StatesBLT Detail was officially formed to share my passion for the art and beauty of cars.Whether you’re interested in a ceramic coating on your 4-wheeled investment or just want to preserve and protect the finish, BLT Detail will meet your goals and expectations with passion, care, and perfection.
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Director, Financial Planning And AnalysisJunk King Franchise Systems Mar 2022 - Nov 2023In this role, I effectively facilitated acquisition preparations by fostering collaboration with external M&A advisory, transaction support, exit planning, and legal teams. Additionally, I conducted ad-hoc analyses and managed special projects, responding to specific requests as they arose. Furthermore, I played a key role alongside the Sr. VP of Finance in navigating both the pending acquisition and post-closing processes.Working closely with the Accounting Manager, I co-developed… Show more In this role, I effectively facilitated acquisition preparations by fostering collaboration with external M&A advisory, transaction support, exit planning, and legal teams. Additionally, I conducted ad-hoc analyses and managed special projects, responding to specific requests as they arose. Furthermore, I played a key role alongside the Sr. VP of Finance in navigating both the pending acquisition and post-closing processes.Working closely with the Accounting Manager, I co-developed, executed, and assessed the G&A Accrual process, ensuring seamless financial operations. Beyond that, I extended my expertise by conducting informative training sessions for new franchise business owners, offering valuable insights into the realms of finance and operations.Some of my achievements in this role include:• Led annual tax review with external tax, audit, and accounting firm to ensure comprehensive and precise reporting.• Conducted financial reviews with local and regional unit managers, engaging in discussions about strategies for enhancing operational efficiency. Show less -
Financial Planning And Analysis ManagerJunk King Franchise Systems Nov 2020 - Mar 2022In this organization, I took on the responsibility of overseeing the annual budget and revenue forecast for both the franchise system and franchisor streams. To ensure thorough preparation for board meetings, I engaged in monthly and quarterly budget reviews with the COO and Sr. VP of Finance.Furthermore, I fostered collaboration with department heads, joining efforts to meticulously review the budget and effectively address any inquiries relevant to strategic planning. -
Manager, Fp&A/AccountingJunk King Franchise Systems Jul 2019 - Nov 2020South San FranciscoIn this role, engaging in the initial private equity due diligence cycle, I led extensive financial analysis and interrogation efforts, ultimately culminating in the creation of comprehensive 3-5-year financial models. In addition, I took on a mentorship and supervisory role, overseeing the full range of tasks executed by the Staff Accountant.Stepping into a strategic role, I designed and implemented the organization's first-ever comprehensive annual budget. This budget underwent continuous… Show more In this role, engaging in the initial private equity due diligence cycle, I led extensive financial analysis and interrogation efforts, ultimately culminating in the creation of comprehensive 3-5-year financial models. In addition, I took on a mentorship and supervisory role, overseeing the full range of tasks executed by the Staff Accountant.Stepping into a strategic role, I designed and implemented the organization's first-ever comprehensive annual budget. This budget underwent continuous scrutiny through regular monthly and quarterly evaluations, a collaborative effort involving the new COO and the board of directors.Some of my achievements in this role include:• Spearheaded the internal and external audit, achieving a remarkable reduction in accounting errors and ensuring no material defaults for the first time in the company's history.• Pioneered the implementation of novel processes and protocols, resulting in enhanced efficiency across the accounting procedures. Show less -
Financial AnalystJunk King Franchise Systems Jul 2015 - Jul 2019South San Francisco, CaIn this role, I assumed the responsibility of ensuring the precision and punctuality of financial reporting for the primary company entity and managing up to six subsidiary entities. In support of decision-making at the upper echelons, I crafted all-encompassing monthly, quarterly, and annual financial statements and analysis reports, catering to the needs of the Sr. Director of Finance and the Executive VP.Engaging in forward-looking financial planning, I meticulously conducted intricate… Show more In this role, I assumed the responsibility of ensuring the precision and punctuality of financial reporting for the primary company entity and managing up to six subsidiary entities. In support of decision-making at the upper echelons, I crafted all-encompassing monthly, quarterly, and annual financial statements and analysis reports, catering to the needs of the Sr. Director of Finance and the Executive VP.Engaging in forward-looking financial planning, I meticulously conducted intricate revenue and expense forecasting for annual financial projections, leveraging advanced models and reports. My role also extended to both internal and external audit collaborations, where I played a pivotal role in upholding financial regulations and compliance standards.Some of my achievements in this role include: • Contributed to development of the National Accounts program and devised the corresponding accounting cycle.• Provided valuable financial support to franchise business owners, including revenue forecasting accounting assistance in QuickBooks, competitor pricing analysis, and financial statement assessments.• Played crucial role in compiling the annual franchise disclosure document. Show less -
Associate Financial AdvisorThe Bartlow Slone Team May 2014 - May 2015Walnut Creek, CaIn this organization, I played a pivotal role in assisting clients by offering guidance on accidents, health, and life insurance products and services. Alongside this, I provided invaluable investment support to a financial advisor, involving portfolio analysis and ongoing maintenance.Engaging in comprehensive investment research, I utilized Northwestern Mutual guided products as a strategic tool to pool funds for individual and retirement accounts of clients. My expertise extended to… Show more In this organization, I played a pivotal role in assisting clients by offering guidance on accidents, health, and life insurance products and services. Alongside this, I provided invaluable investment support to a financial advisor, involving portfolio analysis and ongoing maintenance.Engaging in comprehensive investment research, I utilized Northwestern Mutual guided products as a strategic tool to pool funds for individual and retirement accounts of clients. My expertise extended to providing adept counsel to clients on a wide array of investment products, including mutual funds, stocks, bonds, other fixed income investments, and various insurance options.In close collaboration with financial advisors, I contributed to the development and delivery of tailored financial plans, thereby bolstering the sales support efforts. Show less -
Investment Advisor RepresentativeIndependent Financial Group Llc Aug 2013 - May 2014Alameda Financial Group -
Staff AccountantKoehler & Associates Feb 2013 - May 2014San Jose -
Tax InternKoehler & Associates Feb 2013 - Apr 2013San Jose, Ca -
Finance InternEducate2Envision International Feb 2013 - Feb 2014 -
Math TutorPleasanton Tutoring Oct 2012 - Jan 2013Pleasanton, Ca
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Assistant SupervisorIn-N-Out Burger Jul 2003 - Oct 2012
Lee Tran Skills
Lee Tran Education Details
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Accounting And Finance -
High School Diploma
Frequently Asked Questions about Lee Tran
What company does Lee Tran work for?
Lee Tran works for Blt Consulting Llc
What is Lee Tran's role at the current company?
Lee Tran's current role is Expert in Small Business Bookkeeping & Financial Clarity | Helping Businesses Thrive with Accurate and Reliable Financial Management.
What is Lee Tran's email address?
Lee Tran's email address is le****@****ail.com
What is Lee Tran's direct phone number?
Lee Tran's direct phone number is 192554*****
What schools did Lee Tran attend?
Lee Tran attended California State University-East Bay, Amador Valley High School.
What are some of Lee Tran's interests?
Lee Tran has interest in Computers, Cooking, Golden State Warriors, Real Estate, Technology, Investments, Home Improvement, League Of Legends, Financial Analysis, Food.
What skills is Lee Tran known for?
Lee Tran has skills like Finance, Analysis, Investments, Financial Planning, Series 7, Retirement Planning, Client Services, Financial Analysis, Business Analysis, Microsoft Excel, Revenue Forecasting.
Who are Lee Tran's colleagues?
Lee Tran's colleagues are Cesar Moraes, Emma Wade, Madhu Madhu D N, Tulsi Rathod, David Antonius, Catriona Cookson, Guy Barrand.
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