Kevin Lee Email & Phone Number

Results-driven, team-oriented senior business and finance professional with extensive budgeting, modeling and analysis experience in diversified industries. Proven analytical support champion and process change excellence through excelled applications utilization and development, organizational aptitude, and relationship building across different organizations.Specializing in: Annual and long-term operational and capital budgeting, operations management, financial analysis, forecast modeling, cost accounting, pro formas, training and education development, database management, process improvement management and implementation, financial and operational modeling tools development

Listed skills include Strategy, Management, Forecasting, Analysis, and 17 others.

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  Finance

  On Lok, Inc.

  Apr 2011 - Present - San Francisco Bay Area

  Financial and cost accounting guidance support for the largest, most service diverse PACE (Program for All-Inclusive Care for the Elderly) program in California and City-funded Senior Services.- Conduct annual multi-million dollar Budgets and Business Planning for all PACE ADHCs (Adult Day Health Centers), Housing, Information Technology, Clinical and Capital Programs.- Manage grant applications and fiscal management of over $2M awarded annually from the Office of Aging and foundations for 8 different City-funded Senior Day Services Programs.- Redesigned financial reports, created training materials and conducted financial education to all levels of staff, ongoing partnership with stakeholders to improve operations with analyses and Excel tools.- Assigned to Program Leadership Team, Cognos Budget Software implementation team, feasibility of new service opportunities, monitor corporate cash position, and other ad-hoc program critical priorities.

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  University Of California, Davis

  Bachelor Of Science (B.S.)