Work ExperienceI have been working with Chubb as a FP&A Junior analyst since March 2022. Our team is responsible for monthly & quarterly production/expense analysis and annual budgets/production allocation, coordinating with local departments & Singapore Regional Office. I am mainly in charge of expense side within the team.Education BackgroundI have achieved my bachelor’s degree in August 2020 at Indiana University Bloomington, double major in Accounting and Finance with an overall GPA of 3.54/4.00 After graduation, I achieved the IFRS Manager Certificate with an over 90% correction rate during the examination, Then, I passed the CFA Level 1 Exam in July 2021 with a 90th percentile score of all candidates worldwide. Multinational BackgroundI have lived in three different countries, and I can proficiently utilize three different languages in any circumstance and at any time. Additionally, I was able to form diverse connections and equip a wider perspective which allows creative problem-solving capabilities and flexible communication skills.
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Fp And A Associate StaffChubbSeoul, South Korea -
Fp&A Associate StaffChubb Mar 2022 - PresentSeoul, South Korea- Validating & booking over 10 departments’ monthly expenses through Oracle PeopleSoft and examining variance thresholds against forecasts & budgets.- Providing monthly production/expense analysis reports using IBM TM1 to compare actual results against forecasts and plans for financial health reporting purposes.- Preparing quarterly reporting materials/documents, including balance sheet reconciliation between Oracle Peoplesoft and corresponding evidence.- Allocating & uploading budgets for over 50 cost centers’ annual expenses, and adjusting budgets based on the Regional Office’s strategic decisions and departments’ business situations.- Cooperating with other teams in the Finance department, including the Tax & Treasury team and Local Reporting team, to improve accuracy in expense analysis and to control outstanding balances of different accounts.- Reviewing insurance premium and commission data in different BI tools by manually reconciling extracted sales data.
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Project Management Office ConsultantErnst & Young Global Consulting Services Sep 2021 - Feb 2022South Korea- Assisted external PMO consulting team for clients’ business establishment projects.- Oversaw internal PMO team’s and system builders’ schedules, activities, progress, and outputs to prepare valuation reports used in weekly and monthly briefings to clients.- Monitored government institutions’ press releases to facilitate quick and effective responses to changes and updates in regulations that potentially affect clients’ projects- Supported clients’ necessary procedures for contract negotiations, including price negotiation, agenda settlement, specification about deliverables. -
Republic Of Korea Army2Nd Armored Brigade Sep 2017 - May 2019South Korea- Achieved 3 medals for excellence in leadership for a squad, special contributions during missions, and strong adaptability in each training.- Supported numerous companies and many battalions with Mobile Subscriber Access Point (MSAP) and other wired telecommunication devices.
Taeha Lee Skills
Taeha Lee Education Details
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Cfa InsituteLevel 1 Exam Passed
Frequently Asked Questions about Taeha Lee
What company does Taeha Lee work for?
Taeha Lee works for Chubb
What is Taeha Lee's role at the current company?
Taeha Lee's current role is FP and A Associate Staff.
What schools did Taeha Lee attend?
Taeha Lee attended Indiana University - Kelley School Of Business, Cfa Insitute.
What skills is Taeha Lee known for?
Taeha Lee has skills like Microsoft Excel, Multicultural Education, Multilingual, Team Leadership, Volunteering, Strategic Planning, Leadership, Sap Erp.
Who are Taeha Lee's colleagues?
Taeha Lee's colleagues are Haitham Hassan, Heather O'sullivan, Mina Souror, Chandini Chamaria Fia, Dominc Smith, Daniel M., Rebecca Larham.
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