Lee Tran Email & Phone Number

Sacramento, California, United States

Livermore, California, United States

BLT 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.

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… 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

In 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.

South San Francisco

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… 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

South San Francisco, Ca

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… 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

Walnut Creek, Ca

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… 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

Alameda Financial Group

San Jose

San Jose, Ca

Pleasanton, Ca

Bachelor Of Science, Accounting And Finance

High School Diploma