Michelle Leu, Cpa, Mba Email & Phone Number

Scottsdale, Arizona, United States

Phoenix, Arizona

Financial planning and analysis with an emphasis in controllership/expense management, supporting a network of 20 multi-specialty clinics and associated operational and administrative functions. Responsible for budgeting, forecasting, variance analysis, month-end accruals and financial reporting for assigned expense lines and portfolios, including Technology, Fixed Assets and Real Estate.

Tempe, Az

Fulfilled a unique hybrid role supporting FP&A, General Accounting and Corporate Credit while leaders in all three areas were assigned to a long-term SAP implementation. Demonstrated versatility, organizational agility, and the ability to effectively prioritize and multitask in a fast-paced, deadline-driven environment. Assumed the day-to-day responsibilities of the Global Credit Manager on an interim basis (18 months) and consistently achieved DSO target of <50 days without impeding revenue growth. Additional responsibilities included journal entries, month-end accruals, account reconciliations, variance analysis, audit support, financial statement tie-out and analysis, marginal income analysis, credit risk assessment, customer support, and mentoring of the offshore business-to-business collections team.

Phoenix Az

Compiled monthly budgets and P&L's for business lines and cost centers throughout the company. Successfully automated the electronic distribution of internal financial reports to leaders at various levels of management. Supported business line leaders with budgeting, forecasting, variance analysis and financial reporting. Developed, implemented and maintained a database to manage annual sales performance goals for incentive-based compensation.

Phoenix, Az

Analyzed financial statements and commercial credit reports to establish business-to-business credit limits. Performed proactive financial reviews of existing customers, suppliers, business partners and industries in order to identify and respond to assessed risk. Supported a domestic sales force as well as an operating division in Mexico, green-lighting new leads based on an analysis of prospective customers’ long-term financial health. Utilized SQL and VBA skills to develop, test and implement an internal credit scoring model to partially automate credit limit decisions.

Scottsdale, Az

Developed and successfully launched the company's business-to-business credit program, including writing and implementing the corporate credit policy, establishing best practices, and training sales and support staff on various credit offerings. Built strong client relationships, utilizing customer service and conflict resolution skills to collect outstanding account balances and enforce credit holds without compromising ongoing business. Prepared monthly journal entries, reconciliations and variance analysis for assigned general ledger accounts. Cross-trained into Procurement and Fixed Asset Management to provide back-up support to the corporate buyer.

Phoenix, Arizona

Conducted detailed analyses of current and prospective National Account customers, reviewing financial statements, SEC filings, ratings service publications and credit bureau reports to make recommendations to the Director of Corporate Credit regarding credit limits, terms and security arrangements. Performed complex data mining, developing computer-based tools to integrate data from a variety of non-compatible sources and systems. Created a dynamic library of financial reports for internal use. Furnished financial data to internal and third-party auditors, especially pertaining to the company’s asset securitization program.

Tempe, Az

Reviewed retail credit applications, utilizing consumer and commercial credit reports to establish unsecured credit lines of up to $15,000. Assisted management with special projects, including the creation of a database to document and track applicant inquiries and ensure compliance with the Fair Credit Reporting Act.

Master Of Business Administration - Mba, Accountancy, 4.0

Bachelor'S Degree, Accounting, 4.0

Summa cum laude.

Bachelor Of Science, Psychology

National Merit Scholar.