Nick Lee Email & Phone Number

Greater Philadelphia Area

• Implemented Synario solutions for institutions by working with clients’ senior management to teach them the financial modeling platform and design their multi-year strategic forecasting models• Configured and managed client data to align with Synario platform and streamline projection analysis• Pioneered client-specific modeling solutions that enabled clients to analyze strategic aspects of their business such as building new capital projects, debt issuances, and various operational scenarios• Helped lead customer success efforts through further customizing clients’ financial models, providing modeling consultation, and creating thought-leadership content in order to help clients obtain the most value out of the platform

Greater Philadelphia Area

Greater New York City Area

• Screened for and researched undervalued companies for strategic fit and long-term investment opportunities• Monitored and analyzed special situations such as spin-offs and rights offerings• Attended and engaged in analyst days, conferences, and meetings w/ senior management of firms that had prospective investment opportunities• Assessed companies by working with financial valuation models and using qualitative analysis

Watertown, Ma

• Worked with Sales and Marketing departments to discover and rate the strength of prospects• Used annual reports and financial statements to analyze performance of organizations• Found key contacts for current and prospective accounts• Contacted and conducted surveys with head HR people in organizations to gage and understand trends in higher education industry

Bachelor Of Science In Business Administration, Finance

Activities and Societies: Football Team

Education record