Monica Lee Email and Phone Number
Monica Lee work email
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Monica Lee personal email
Accomplished professional with exceptional integrity and passion for building and inspiring high-performance teams. Expertise in the financial services industry, medical device industry, consumer products industry and Software Industry. A recognized change agent who promotes continuous improvement into an organization and implements innovation with speed and effectiveness. Demonstrated strengths include: • Strategic and Financial Planning• Business Analysis • Capital and Headcount Management• Business Process Reengineering• Talent Recruitment, Development, and Retention• Financial Reporting and Performance Management• Building Strong Business Partnerships• Financial Controls / Sarbanes-Oxley ComplianceEarly career includes positions at Charles Schwab and Nestle Beverage Company
Dealcloser
View- Website:
- dealcloser.com
- Employees:
- 22
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DealcloserRemote
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Finance & OperationsDealcloser Nov 2023 - PresentEdmonton, Alberta, Ca
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Vp Finance And OperationsOptin, Inc. Jul 2022 - Sep 2024Danville, California, UsOptIn provides a Worker Engagement Cloud that enables workers and enterprises to more effectively interact and engage with one another.Manage FP&A, Accounting, Human Resources, Operations and related systems and vendors. Help set-up and monitor Compliance. -
Financial ControllerOptin, Inc. Sep 2021 - Jul 2022Danville, California, UsWorked with Executive team. Corrected, restructured and maintained Financial Statements, Moved financials from Cash to Accrual, Managed payables and receivables, Managed Equity and Tax, Implemented approval workflow, Set-up up employee, vendor and document tracking and filing, Created Budgets and 5 year financial plan, Created revenue models, Managed financial systems and related vendors.
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Global Fp&A DirectorCoopervision May 2014 - Feb 2021San Ramon, California, UsConsolidated and managed planning and reporting for CooperVision. Transformed Corporate Finance team to provide relevant reporting, analysis and presentations. - Improved efficiency and communication by establishing annual FP&A Summit bringing key FP&A leads together to share best practices, improve processes, gain alignment on strategies and build relationships.- Moved planning process from a Corporate “Tops Down” driven activity to collaborative process with “buy-in” from key stakeholders. Established a coordinated calendar between Operations and Commercial, ensured Commercial review and alignment before Sr. Executive review and provided guidelines for final presentations and discussion.- Simplified reporting and analysis by driving alignment and consistency in treatment of HC and expenses -
Director Corporate Planning & AnalysisCharles Schwab Oct 2007 - May 2014Westlake, Texas, UsManaged Corporate Expense Planning for total company and five support Enterprises. Oversaw staff to facilitate total company expense planning with all Enterprises of the firm; includes creation of planning calendars, setting annual targets, loading of data into the planning system and reconciliation of financials. -
Director Corporate & Enterprise AccountingCharles Schwab Jan 2005 - Oct 2007Westlake, Texas, Us-Managed staff on monthly close process; reviewed accruals and reclasses, set-up and ensured proper controls, procedures and policies are in place.-Worked with Enterprise Management and Segment Controllers to create and distribute monthly, quarterly and year-end financial information including key metrics and variance explanations for Senior Management, internal and external auditors.- Provided and certified key financials and metrics to Investor Relations and Management Reporting.- Ensured smooth transition after major reorganization that reduced staff to about a third of its’ original size, managed new team in completing all monthly financial activities successfully, satisfying Senior Management needs. - Reduced staff by one headcount after finding additional efficiencies, providing training and rebalancing workloads.
Monica Lee Skills
Monica Lee Education Details
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Tulane University - A.B. Freeman School Of BusinessBusiness / Finance
Frequently Asked Questions about Monica Lee
What company does Monica Lee work for?
Monica Lee works for Dealcloser
What is Monica Lee's role at the current company?
Monica Lee's current role is Finance Professional | Planning | Analysis | Modeling | Reporting | Leader | Change Agent | Continuous Improvement | Financial, Medical Device, Consumer Products, Software Industries Experience | Global Experience.
What is Monica Lee's email address?
Monica Lee's email address is mo****@****wab.com
What schools did Monica Lee attend?
Monica Lee attended Tulane University - A.b. Freeman School Of Business.
What skills is Monica Lee known for?
Monica Lee has skills like Financial Analysis, Financial Modeling, Strategic Financial Planning, Finance, Series 7, Management, Forecasting, Corporate Finance, Investments, Portfolio Management, Financial Services, Financial Planning.
Who are Monica Lee's colleagues?
Monica Lee's colleagues are Devon Blackbeard, Ken Wineke, Shayne Krogfoss.
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