Jimmy Lee
East Bay
Summary
Highly organized and dependable Staff Accountant with background in bookkeeping and financial analysis. Successful history of streamlining accounting processes, identifying cost savings opportunities, and improving accuracy and efficiency. Skilled in using various accounting software programs and technologies.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Staff Accountant
Design Eyewear Group
San Francisco
08.2022 - Current
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
- Aided in preparing budgets and forecasting expenses and costs to make informed decisions regarding future financial performance.
Accounts Receivable Specialist
Design Eyewear Group
San Francisco
04.2022 - 08.2022
- Reviewed over 500+ accounts on monthly basis to assess aging, pursue collection of funds, and formulate payment plans.
- Reconciled daily accounts receivable ledger of $100,000+ to verify payments and resolve variances of over.
- Developed and implemented strategies to improve collection processes and reduce overdue payments by 40% in 5 month period
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Assistant Manager
Sunshine Beauty Supply
Sacramento
01.2020 - 04.2022
- Implemented inventory management system that reduce sunk cost inventory and increase inventory turnover by 20%
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Designed, developed, and implemented E-commerce platform which generates around ~30% of yearly revenue
- Managed expenses and developed strategies that positioned store to perform in accordance with budget.
Business Analyst
Sunshine Beauty Supply
Sacramento
06.2018 - 12.2019
- Applied problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
- Assessed business requirements to forecast annual budgetary operational costs.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
Education
Bachelor of Science - Business Administration: Finance
San Diego State University
San Diego, CA 08.2014 - 05.2018
Skills
Microsoft Excel, Word, Outlook Teams
Adobe Photoshop, Indesign, Illustrator
Tableau, Python, R Studio, SQL
Google Ads, Search Console, Merchant Center
Financial Analysis and Reporting
Data Analysis and Visualization
Timeline
Staff Accountant
Design Eyewear Group
08.2022 - Current
Accounts Receivable Specialist
Design Eyewear Group
04.2022 - 08.2022
Assistant Manager
Sunshine Beauty Supply
01.2020 - 04.2022
Business Analyst
Sunshine Beauty Supply
06.2018 - 12.2019
Bachelor of Science - Business Administration: Finance
San Diego State University
08.2014 - 05.2018