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 8 work roles 3 schools
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Current company
Role
Principal Financial Analyst at Surescripts
Location
Washington Dc-Baltimore Area, United States
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Samuel Lee, Pmp is listed as Principal Financial Analyst at Surescripts at Surescripts, a with 624 employees, based in Washington Dc-Baltimore Area, 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, regional heads, and product leaders globally. I partnered with teams in corporate FP&A, accounting, strategy, operations, M&A, data analytics, and an external BI consulting firm to ensure our fiscal health.My chief responsibility involved managing FP&A operations for 30+ product lines, aligning our financial goals with broader organizational objectives, ensuring growth and profitability.

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 collaboration with regional leaders, finance/accounting departments, corporate IT, and PMO, as well as external consulting firms. This cross-functional partnership allowed me to delve into a comprehensive analysis of funding mechanisms and strategic pricing models for services rendered to our hotels. This work ultimately supported the establishment of shared service centers, enhancing Hilton's EMEA market position.

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 analyses, scenario planning, corporate real estate, transfer pricing, business valuations, and program finance.The business units I worked with encompassed Integration & Design, Professional Services, and Managed Services, delivering a holistic understanding of the organization's operational dynamics.

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, Consulting and Systems Integration, Core & Service Enablement, Managed Services, and security solutions such as LI-IMS.In my role, I initiated and drove company-wide strategies to enhance cash flow, revenue, and profitability, and ensured robust compliance and effectiveness of internal controls. Managing an extensive project portfolio, I simultaneously supported over 100 projects, each varying in complexity and scale, with an aggregated budget reaching $430 million.Through this strategic financial leadership, I helped promote fiscal discipline, driving cost efficiencies, and fostering an environment of growth and innovation across all business units.

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 project management, financial management, and financial analysis. This encompassed scenario planning, spearheading automation initiatives, leading change management processes, executing turnaround projects, implementing balanced scorecard strategies, and strengthening governance protocols.Through this immersive experience, I gained valuable insights into various business functions, honed my analytical capabilities, and developed a strategic perspective. This program played a significant role in shaping my approach to leadership, fostering resilience, and equipping me with the necessary skills to drive sustainable growth and transformation in challenging business environments.

Jul 2011 - Jun 2013
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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 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 Eric Engelken, Ryan Staats, Edward Mitchell, Scott Juskowiak, and V Suresh.

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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