Leonard Lee Email & Phone Number

United States

United States

San Francisco Bay Area

• Analyze sales margin, inventory profitability to inform earnings forecast with NetSuite Analytics• Review and monitor monthly operational expenses and successfully identified unnecessary expenditures that results in a 9% reduction in overall expenses• Develop financial models to analyze variances between actuals and projections in sales, expenses• Partner with Sales & Marketing and Finance team with analyses on sales history and operational expenses, and budgeting for advertising campaigns to drive proper business strategies• Implement automations to streamline daily/weekly reporting tasks and enhance efficiency by 20%• Prepare accurate sales, commission, AR/AP and annual/quarter financial reports for multiple teams• Monitor ROI and profitability by overseeing trade deductions in credits, advertising costs,purchase allowances, payment term discounts with vendors and customers

Hong Kong Sar

• Conducted industry analyses and equity research specifically on ESG-focused listed corporates• Evaluated the fund performance against the benchmark index in Hong Kong (HSI) for investment decision-making and promotion strategies

Hong Kong

• Utilized SQL to extract big data and analyze databases, deriving actionable marketing insights• Conducted research with algorithms to identify 10k+ potential exposures and target customers• Executed A/B tests on campaigns to recommend business strategies

Beijing

• Performed credit rating research and credit risk analyses on three Chinese national corporates• Conducted market research on the currency exchange rate for new products• Assisted in drafting credit reports for several SME loan applications

Hong Kong

• Conducted market research on recent transactions, sales & lease trends in the Asia-pacific region • Drafted property valuation reports based on on-site inspections and analyses on pricing factors for mortgages• Partnered with Finance team on evaluating profitability on several capital and renovation projects

Hong Kong

• Conducted data cleaning and spot check on weekly revenue database to ensure accurate reporting• Prepared monthly invoices, debit and credit notes for clients and agents, accounting reports and data for monthly spot checks

Master'S Degree, Analytics

Bachelor Of Science - Bs, Global Economics And Finance

Activities and Societies: External Vice-President of the Society of Global Economics and Finance

Bachelor'S Degree, Finance, General

Activities and Societies: Boxing Club + Basketball Club