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.

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