Samuel Lee, Pmp
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Samuel Lee, Pmp Email & Phone Number

Principal Financial Analyst at Surescripts at Surescripts
Location: Washington DC-Baltimore Area, United States, United States 8 work roles 3 schools
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Current company
Role
Principal Financial Analyst at Surescripts
Location
Washington DC-Baltimore Area, United States, United States
Company size

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Samuel Lee, Pmp is listed as Principal Financial Analyst at Surescripts at Surescripts, a company with 624 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Samuel Lee, Pmp.

Samuel Lee, Pmp previously worked as Principal Financial Analyst, Strategic Finance at Surescripts and Senior Financial Analyst, Strategic Finance at Surescripts. Samuel Lee, Pmp holds Master Of Science - Ms, Foreign Service from Georgetown University Walsh School Of Foreign Service.

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Surescripts

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About Samuel Lee, Pmp

As a seasoned corporate finance and project management professional, I bring hands-on experience across Fortune 500 companies, mid-sized firms, and dynamic startups. Throughout my career, I have collaborated with teams and stakeholders across North America, EMEA, and APAC, and led projects with third-party consulting firms. I have contributed within matrix organizations, directly reporting to executives at the VP, SVP, and CFO levels, individually responsible for 25-800 employees globally.Career Highlights▪ Established Budgeting and Forecasting Process: Developed the budgeting and forecasting process for the Global Services division within a $1B SaaS firm as the sole FP&A position, reporting to the Head of Global Services with 400+ employees across the U.S., Canada, U.K., South Africa, and Australia.▪ Drove Executive-Level Business Case: Led the executive-level business case for the CEO's investment committee at Hilton’s Global Headquarters to build shared service centers in the UAE and Turkey, supporting 100+ hotels in the Middle East including Bahrain, Saudi Arabia, Kuwait, Oman, and Qatar.▪ Created FP&A Function: Established the FP&A function within a $80 million global corporate security firm, reporting directly to the CFO as sole FP&A position in the company. Engaged the Board of Directors, executive leadership, and business unit leaders in the U.S., U.K., and Singapore to develop a forecasting process, transfer pricing strategy, long-range planning, and internal company valuation.▪ Team Lead in Business Operations: Served as team lead within Business Operations at Ericsson's North American Headquarters in telecommunications industry. Provided day-to-day guidance for a team of 5 responsible for the financial management of $600 million portfolio within AT&T customer unit encompassing hardware, software, and services.

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Surescripts
Surescripts
Principal Financial Analyst at Surescripts
arlington, virginia, united states
Website
Employees
624
AeroLeads page
8 roles

Samuel Lee, Pmp work experience

A career timeline built from the work history available for this profile.

Principal Financial Analyst, Strategic Finance

Current
Sep 2024 - Present

Senior Financial Analyst, Strategic Finance

Arlington, Virginia, United States

In my current role, I provide strategic finance for two key emerging products—Real-Time Prescription Benefit and Electronic Prior Authorization. Responsibilities include budgeting, forecasting, business cases, deal analyses, and advanced data modeling to drive data-informed decisions and align financial strategy with business objectives.

Aug 2022 - Aug 2024

Senior Financial Analyst Iv, Global Services

Remote

As the sole FP&A specialist for Global Services, I reported to the SVP of Global Services, Success, and Operations. I oversaw financial operations for Global Professional Services and Managed Services, supporting a team of ~400 employees spanning North America, EMEA, and APAC.I served as the primary financial contact, collaborating with executive leaders.

Dec 2021 - Jul 2022

Senior Financial Analyst, Coe

Mclean, VA

At Hilton's Global Headquarters, I developed C-level business cases to drive strategic investment across EMEA, specifically in countries such as Turkey, UAE, Oman, Bahrain, Kuwait, Saudi Arabia, and Qatar. I also spearheaded the automation of our financial reporting process, significantly improving accuracy and efficiency. My role facilitated close.

Jul 2019 - Oct 2020

Financial Analyst, Corporate Fp&A

Reston, VA

As the sole FP&A position reporting to the CFO, I supported a global organization with $80 million in annual revenue and 300 employees. I helped create the FP&A function, partnering with leaders across North America, EMEA, and APAC along with external consulting firms. Projects included developing an integrated three-statement financial model, sensitivity.

Jul 2018 - Jul 2019

Senior Project Finance Manager, Business Operations

Plano, Texas, United States

Promoted to team lead and mentored cross-functional team of two project finance managers and three support staff located across the U.S. and Canada, responsible for financial management of $600 million technical portfolio within AT&T customer unit.

Feb 2015 - Aug 2015

Project Finance Manager, Business Operations

Plano, Texas, United States

As a key driver of the financial performance of technical solutions and emerging technology within AT&T's national portfolio, I worked in unison with executive leadership and collaborated simultaneously with 17 business unit leaders at our North American headquarters.I navigated a diverse landscape of business units, including New Product Introduction.

Jul 2013 - Jan 2015

Leadership Development Program, Project Management Office

Plano, Texas, United States

As a selected participant in the fast-track MBA/MS pilot program based at our North American headquarters, I undertook a diverse range of challenging assignments aimed at accelerating leadership growth and expanding my business acumen within a 600 employee division.The program offered an enriching exposure to critical business disciplines, including.

Jul 2011 - Jun 2013
Team & coworkers

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3 education records

Samuel Lee, Pmp education

FAQ

Frequently asked questions about Samuel Lee, Pmp

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What company does Samuel Lee, Pmp work for?

Samuel Lee, Pmp works for Surescripts.

What is Samuel Lee, Pmp's role at Surescripts?

Samuel Lee, Pmp is listed as Principal Financial Analyst at Surescripts at Surescripts.

Where is Samuel Lee, Pmp based?

Samuel Lee, Pmp is based in Washington DC-Baltimore Area, United States, United States while working with Surescripts.

What companies has Samuel Lee, Pmp worked for?

Samuel Lee, Pmp has worked for Surescripts, Mri Software, Hilton, Northland Controls, and Ericsson.

Who are Samuel Lee, Pmp's colleagues at Surescripts?

Samuel Lee, Pmp's colleagues at Surescripts include Reginald Poole, Terri Jo Condon, Kyle Szydel, Anthony Crespo, and Kaitlyn Demartelaere.

How can I contact Samuel Lee, Pmp?

You can use AeroLeads to view verified contact signals for Samuel Lee, Pmp at Surescripts, including work email, phone, and LinkedIn data when available.

What schools did Samuel Lee, Pmp attend?

Samuel Lee, Pmp holds Master Of Science - Ms, Foreign Service from Georgetown University Walsh School Of Foreign Service.

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