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Financial Analyst Sales

San Diego, CA
October 28, 2018

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Lily S. Lee

(***) *** - ****

Dedicated and award-winning accounting professional with 9 years’ experience which expertise in financial analysis and accounting within multiple industries (Healthcare, Manufacturing, Public and Non-Profit). Strong Excel skills with pivot tables, PowerPoint presentations, ERP system and Oracle PeopleSoft experience. Instrumental in streamlining and improving processes, reducing inefficiencies, and positively affecting the bottom line.


ATR International, San Diego

11/2016- 09/2018

Financial Analyst – Contractor

Accomplishments: Diagnosed the inconsistencies within the billing and payment reconciliation process of members’ insurance accounts; addressed issues, planed, tested and implemented solutions.

Reviewing and analyzing transactions for accuracy

Researching and resolving coverage, billing, payments and refund issues

Assisted in developing the project of Automated Reconciliation Tool AMN HEALTHCARE, San Diego

04/2015 – 11/2016

AMN is the top provider of medical staffing services to healthcare organizations in the United States with full year 2016 consolidated revenue of $1,902 million. Billing Specialist

Accomplishments: Reconciled and processed an average of $1.4 million in weekly revenue billing; forecasted trends for unbilled revenue and presented solutions for billing issue.

Accountable for generating client invoices, analyzed billing disputes and presented mutually agreed upon solutions

Effectively and frequently communicated with clients to answer billing questions and resolve issues

Monitored and tracked clinician billable hours; partnered with providers to adjust rates and missing timecard information

Expert interpreter of contract terms related to billing exceptions utilizing PeopleSoft HR and PeopleSoft Finance


03/2013 –07/2014

Thermo Fisher Scientific is the world leader in serving science, with revenues of more than $20 billion and approximately 65,000 employees globally.

Accounts Receivable Clerk

Accomplishments: Reduced average wait time from 72 hours to 24 hours between management and employees; diagnosed inconsistencies within the credit approval process; Updated and reorganized invoice filing system to a more efficient and time-saving system.

Completed Budgeting Certificate on the corporate training website.

Analyzed and adjusted sales tax

Executed daily and monthly closing processes utilizing Excel and Macola systems; conducted reconciliations, reviewed and analyzed sales reports and JE’s

Awarded “Moxy Award” for diagnosing inconsistencies within the credit approval process; addressed issues, implemented solutions and rolled-out new processes which significantly improved productivity

Improved office efficiency, managed administrative activities, and facilitated and enhanced collection process by establishing an auto-generated emailing system for invoice dispatching

Developed and implemented a technologically advanced barcode scanner procedure and received “Value Award”, resulted in reduction of 133 invoicing hours annually

Supported Accounts Receivable department with requested document research initiated by client JM BIOSCIENCE INC., San Diego

11/2008 – 03/2013

A Fetal Bovine Serum (FBS) supplier serving the research needs of the life science community. Accountant

Streamlined financial processes utilizing QuickBooks to prepare and adjust entries, calculated trial balances, conducted bank reconciliations, compiled and analyzed daily transactions and prepared financial statements

Analyzed and arranged Federal and State Income Tax Returns

Verified accounting entries for invoices, vouchers, as well as debit and credit notes EDUCATION AND CREDENTIALS

Master of Accountancy, National University, 11/2012 - 10/2015, GPA 3.70/4.0 Certificate of Accounting, San Diego Mesa College, 2012, GPA 4.0/4.0 Highest Honors Recipient – Certificate of Achievement, December 2012 Certificate of Computer Programming, San Diego Miramar College, 2013, GPA 4.0/4.0 Certificate of Budgeting, Harvard Manage Mentor, 2013 Certificate of Records Management, Thermo Fisher, 2013 TECHNICAL PROFICIENCY AND SKILLS


SLP, SharePoint, Crystal Reports, Microsoft Excel, Access, Word, PowerPoint, Project, Visio, QuickBooks Pro, ERP system (Macola and Syspro), EDI, PeopleSoft HR, PeopleSoft Finance, WFX, Coveo, SQL, Visual Basic, Java, C++


English, Chinese (Cantonese and Mandarin)

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