Financial Analyst Senior

DAVID D. LEE

718-***-**** **********@*****.*** New York, NY https://www.linkedin.com/in/david-lee-838114175/ PROFESSIONAL EXPERIENCE

Sumitomo Mitsui Banking Corporation New York, NY

Senior Financial Analyst, Lender Finance Group 2020 - 2024

Lead internal capital allocation efforts with regard to sponsor financings by creating financial models to project cash flows, debt coverage ratios, leverage levels, and covenant compliance (DCF, Comps, Precedent Transactions), preparing industry reports, completing annual reviews to underwrite sponsor LBO transactions ($50bn in capital underwritten in 2023).

Extracted data from SQL and enterprise cubes to build Power BI dashboards, creating insights on business drivers and correlations. These visualizations helped position SMBC as lead arranger in KKR and Global Infrastructure Partners' $3.8B acquisition of CyrusOne (2021), generating $5M in commission.

Reinforce the sponsor finance group by focusing on credit transactions with domestic mega-fund Private Equity sponsors.

Responsible for ongoing post-closing transaction management, conducting annual reviews, processing amendments and waivers, handling extensions and repricings, coordinating with the Collateral and underwriting team, and researching field knowledge across different industries.

Examined financial statements to construct and evaluate the historical operating performance of companies.

Initiated pilot testing of new software designed specifically for tracking deal flow analytics—a tool now used as part of daily operations across three teams enhancing visibility into ongoing projects.

Prepare internal memos consisting of term sheets, industry trends, pro forma capital structure, and risk factors. Select Transaction Experience:

KKR and Global InfrastructurePartners' $3.8bn Acquisition of CyrusOne (Lead Arranger)

Built an operating cash flow sweep model to assess base and stress case scenarios in order to provide a thorough analysis of various operating assumptions and their potential outcomes.

Performed due diligence on the team’s operating segments, management, business history, and the league.

Prepared an internal application for the credit department providing an overview of the team, the league, and the transaction details (sources and uses, pro-forma capitalization, and projections). PartnerwithLegacy New York, NY

Summer Analyst 2019

Participated in a 12-week summer analyst program that covered accounting, financial modeling, and credit analysis.

Created comprehensive financial forecasts through advanced Excel modeling techniques, leading to a $50k increase in projected revenue; analysis facilitated informed decisions critical to the growth strategy of the Brand Outline.

Conducted in-depth market research, leveraging analytical tools to analyze trends and provide actionable insights, resulting in a

$5k reduction in third-party branding costs.

Spearheaded the integration of advanced data queries into existing dashboards, which enhanced data accuracy and reduced analysis time by 15 hours monthly, ultimately improving decision-making speed for senior stakeholders.

Launched cross-functional workshops focusing on best practices for post-closing processes, improving team alignment and boosting operational efficiency by 20%.

Linked financial statements with advanced layering of discounted cash flow analysis and internal planning models which decreased manual admin tasks by 48%.

EDUCATION & HONORS

Binghamton University, State University of New York, School of Management Binghamton, NY Bachelor of Science in Business Administration, Concentrations in Finance and Global Studies 2021 Cumulative GPA: 3.6/4.00 Dean’s List: Spring 2018, Fall 2018, Spring 2019 data solutions financial planning cross functionalasset allocationdata visualization market research financial EXTRACURRICULAR EXPERIENCE financial reportingcapacity planning business performance Salesforce Snowflake CDPAP Lynbrook, NY

Social Work 2025

Transitioned into social work in 2024 after a layoff; made a purposeful career transition to assist a family member with Alzheimer’s by performing Medicare administrative and personal care.

Provided case management services to clients, including intake assessments, service planning, and follow-up support.

Maintained accurate, up-to-date case notes and documentation in compliance with agency and HIPAA guidelines.

Prepared reports for court hearings, treatment reviews, and grant compliance.

Used electronic case management systems to track client progress and service delivery. ADDITIONAL INFORMATION

Technical Skills: Data Analysis and Visualization (Excel, PowerPoint), Python, SQL, HTML, Strategic Recommendations, Revenue Accounting, Forecasting, Financial trends, Financial Modeling, Regulatory Standards, Budget processes, Annual Reports Language: English, Korean, French (Beginner) Snowflake advanced analytics, Business Intelligence, end-to-end, product analytics, ETL, statistics, quality assurance

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