R. Adam Lee Email & Phone Number

Salt Lake City, Ut, Us

Melbourne, Florida, Us

Strategic Initiative Leadership: I spearhead the development and execution of the Sales, Inventory, and Operations Planning (SIOP) process, ensuring alignment with demand planning and financial objectives to enhance efficiency and profitability.Cross-Functional Team Management: I lead diverse teams in optimizing workforce planning strategies, ensuring staffing aligns seamlessly with annual operating plans for maximum operational effectiveness.Performance Metrics & Improvement: I develop and oversee key performance indicators (KPIs) to monitor progress against SIOP goals, driving initiatives for continuous improvement towards operational excellence.Demand Forecasting & Resource Allocation: I collaborate with program and functional teams to accurately forecast demand, ensuring resource availability and optimal staffing levels to minimize operational gaps.Capacity Planning & Scheduling: I implement best practices in capacity planning and program scheduling, significantly improving on-time delivery rates and elevating customer satisfaction.Leadership & Development: I provide strategic leadership and mentorship to cross-functional teams, cultivating a culture of collaboration, accountability, and ongoing professional development.

Melbourne, Florida, Us

Manage day-to-day operations of all finance, human resource, facility planning, liaison to other departments for special projects, and support to other BCS divisions for the Engineering Department.Financial Reporting: Provide all monthly, quarterly and year-to-date internal financial reporting for the V.P. and staff - (labor, overhead expenses & IR&D). In addition, responsible for any specific ad-hoc financial projects requested by staff. Responsible for budget, expenses, work orders, capital management, review business cases, forecasting, resource utilization, personnel, administration and manpower.Annual, Monthly and Weekly Responsibilities: Prepare annual and rolling budgets as well as forecasts updated monthly. Prepare the presentation of full financial results, budgets, forecasts in a clear and concise way with appropriate detail depending on the audience. Analyze and explain fluctuations in trended results as well as variances from budget or forecast. Monitor KPIs and identify the cause of any unexpected variances. Develop and continually improve budgeting, financial projections, and operating forecast. Ad-hoc business performance reporting. Present the monthly and quarterly financial reports of various units and departments. Develop financial models and analyze them to support strategic initiatives. Support management team and the Heads of Departments with data-driven analysis and modeling.

New York, Ny, Us

This was a designed rotational role to learn the process of this job.Responsible for financial aspects of the General Atomics Program portfolio of business including Sales, EBIT, Cash, and Orders. Areas of focus include FP&A, reporting, forecasting, program start-up, execution and close-out and business case development. Analyze financial performance of programs to mitigate financial risks. Prepare and present program business area financials to executive management.

Manage the cost and pricing activity within the finance department. This includes proposal preparation, audits and cost analysis activities to ensure timely and accurate comple­tion of cost and pricing data. Manage the department in the communication of division business capture, proposal development and pricing processes. Execute division plans, objectives and implement company-wide process improvements. Supports and directs research, development, and implementation of improved cost and pricing tools and systems. Active member of cross-functional teams to examine work processes, create solutions, and measure improvements. Reviews all proposals to ensure compliance to all public laws and regulations, CAS, FAR, TINA and Group, Corporate, and Division requirements. Lead all ongoing efforts from initial opportunity release through final customer submittal and negotiation while working with program managers, business development professionals, contracts, engineers, and other team members to develop wining proposals. Serve as primary liaison with other functional organizations, Group, Corporate, and government agencies for coordination of initiatives, audits, and other activities related to proposals, pricing and estimating systems and processes. Reviews policies and procedures related to cost and pricing processes, including the Estimating Manual, and updates as needed.

Analyze and provide recommendations on cost structure, throughput, and efficiency for a business with $1B of total spend. Lead all rate, overhead, labor reporting and budgeting activities. Provide guidance and recommendations upon a broad array of business and finance matters; including cost reduction initiatives with implementation recommendations, weaknesses and opportunities analysis providing financial support for the company’s directives. Provide leadership and guidance to the selection, development, and implementation of labor and overhead reporting and analysis. Responsible for building and supporting all expense and labor financial reporting, forecasting, budgeting, and analysis for each department, functions, and cost centers. Assist in preparation and coordination of related corporate reporting and government compliance responses. Lead role in successful negotiation of Forward Pricing Rate Agreement.

General Management: Manage day-to-day operations of all finance, human resource, administration activities, lab support, support to Operations, and support to other CSG divisions for the Engineering Department - Communications Systems West.Financial Reporting: Provide all monthly, quarterly and year-to-date internal financial reporting for the V.P. and staff - (labor, overhead expenses & IR&D). In addition, responsible for any specific ad-hoc financial projects requested by staff. Responsible for budget, expenses, work orders, capital management, program performance (EVMS), review business cases, forecasting, resource utilization, personnel, administration and manpower.Engineering Program Planning Group: Manage group responsible for creating, managing and maintaining schedules, budgets and staffing plans for engineering development activities on a major Department of Defense communications system development program. Activities include schedule and staffing plans in initial planning stages of the project or project phase and managing compliance to the plan through the execution phase. Cost and schedule management are performed within an established Earned Value Management System (EVMS).Management of Administration Group: providing all requested and necessary administrative support to the VP, Directors, Managers, Leads and other Engineering Department personnel. Support includes assisting with business travel (reservations, TER / TA processing, etc.); calendar and meeting schedule maintenance; personnel related paperwork and processing; various reporting for the departments, office space utilization / coordination, interface with both internal and external customers.Managemet of Lab and Engineering Support group: management and coordination of Engineering lab space to meet program needs and ensuring adequate test equipment is available to support engineering development and testing of L-3 products on new as well as existing programs and projects.

Preparation of General & Administrative repots, CSW division budget and forecast reports, variance analysis, preparation of regular and special-purpose charts and reports, maintains historical records, analyzes trends, personnel forecasts, preparation of comparative evaluation of actual costs against budgeted funds and determines rationale for variances between costs and budget. Budgeting, GL account reconciliations, supporting multiple Managers/Directors/Executives, database management & reporting, month-end close, project coordinating, research, document preparation, document review and distribution, IT support, monthly financial analysis including compiling and reviewing VP overhead budgets using actual performance, previous budget figures and estimated revenue. Review overhead pool rate calculation, monthly financial plans & operations reporting, financial planning, and special projects.Junior Financial Analyst from April 2006 to late 2007.

Custody of the Association's funds and securities, full and accurate accounts of receipts and disbursements, annual budgets, monthly expenses.

Review, monitor and advise the Board of Directors on financial matters affecting the community

Midvale, Ut, Us

Wells Fargo ECS payment management (EFT) / Oracle EDI.Responsible for Partner closing & Payables (mid-month, and month end).Manage AP responsibilities for 60% of Overstock.com’s revenue.Special projects; Oracle implementation & Teradata billing report.Active member - International Accounts Payable Professionals (IAPP).Oracle Payables, Vendor, Bank and EDI set up.Six-Sigma white belt.

Oversaw initial purchase and implementation of all computer and electronic equipment for the company.Maintain and installed servers, workstations, phone system and networking equipment (T1, Cisco router, CSU/DSU, and CAT-5 certified cabling, etc).Built and tested all web servers and employee computers for the company.

Analyzed telecom costs and designed flowcharts using Excel to determine most cost-effective mix of products for clients.Contributed to the company becoming the #6 seller of Sprint long distance contracts in 1996.

Certificate Of Professional Development, Executive Education

Mba, Business

Speaking And Writing

Bs, Accounting

Networking, Web Design, Msft Office, Oracle Financials, Cisco

Generals