Terry Lee Email & Phone Number

As a seasoned Director of Financial Planning & Analysis (FP&A), I bring extensive experience in enhancing financial performance and strategic decision-making. I develop and lead strategy-based budgeting and forecasting processes, conduct financial analysis, and manage reporting to support critical business decisions. By spearheading the development of financial models, I evaluate investment opportunities and strategic initiatives to maximize outcomes.I have driven the adoption of an… Show more As a seasoned Director of Financial Planning & Analysis (FP&A), I bring extensive experience in enhancing financial performance and strategic decision-making. I develop and lead strategy-based budgeting and forecasting processes, conduct financial analysis, and manage reporting to support critical business decisions. By spearheading the development of financial models, I evaluate investment opportunities and strategic initiatives to maximize outcomes.I have driven the adoption of an innovative reporting framework for ATN's subsidiaries, standardizing formats and streamlining processes to eliminate redundancy. This ensures clear and consistent comprehension across the corporate spectrum. My proficiency in ETL, data mining, and visualization techniques enables me to effectively present financial data using tools like NetSuite, Oracle PBCS, Microsoft Dynamics, Excel, SQL, Snowflake, Tableau, Sigma, and QuickBooks.With a proven track record of optimizing financial processes, enhancing data accuracy, and providing strategic insights, I am dedicated to driving financial excellence and supporting sustainable growth. My expertise in financial analysis, management reporting, and advanced financial systems ensures that I deliver comprehensive and actionable insights to stakeholders at all levels. Through strategic leadership and innovative solutions, I continuously strive to elevate the FP&A function and contribute to organizational success. Show less

Greater Atlanta Area

As a Manager of Audit and Advisory Services at Deloitte & Touche, I directed comprehensive audit cycles from planning to delivery, enhancing client business processes and earning a 95% client satisfaction rate through meticulous planning and execution. My role involved ensuring rigorous compliance with SOX and GAAP during both internal and external audits, significantly reducing compliance risks by identifying and rectifying over 50 potential issues annually. I specialized in analyzing and… Show more As a Manager of Audit and Advisory Services at Deloitte & Touche, I directed comprehensive audit cycles from planning to delivery, enhancing client business processes and earning a 95% client satisfaction rate through meticulous planning and execution. My role involved ensuring rigorous compliance with SOX and GAAP during both internal and external audits, significantly reducing compliance risks by identifying and rectifying over 50 potential issues annually. I specialized in analyzing and improving business processes across diverse industries.I strengthened client relationships by delivering exceptional service, from coordinating with entry-level accountants to advising executive management. My efforts were instrumental in over 15 practice development initiatives, where I crafted and implemented innovative client engagement proposals. These initiatives not only enhanced service delivery but also contributed to the firm's growth and client satisfaction.In addition to my audit responsibilities, I mentored and trained over 40 auditors, fostering a culture of continuous improvement and professional growth within the firm. My commitment to professional development ensured that my teams remained at the forefront of industry standards and best practices. Through strategic leadership and a focus on excellence, I consistently contributed to the success of Deloitte & Touche and its clients. Show less

Master Of Business Administration - Mba, 4.0

Bs, Accounting

Activities and Societies: LSU Center for Internal Audit, National Society of Collegiate Scholars Specialization in Internal Auditing