amanda lee

Responsible for managing the development and implementation of strategic and operational plans; led the budget planning and development process for a $28 M combined annual budget. Track and manage organizational cash flow for multiple business units. Researched and identified key impacts of Healthcare Reform on the organization, recommended changes to benefit plans, and negotiated with insurance carriers for an estimated annual cost savings of $520 K. Created a debt policy statement and developed partnerships with key lending partners and effectively managed total outstanding debt of up to $25 M. Supervise, train, and mentor five functional directors and their staff of over thirty employees. Developed key individuals helping to recognize and grow strengths as well as identify and present opportunities for development.

Developed financial reporting for Executive Team, Board, and departmental managers. Developed and delivered financial statement analysis training. Led software analysis and purchase process resulting in the design and implementation of a financial software package. Managed cash resources, accounts payable and receivable, month end close, financial statement preparation, annual budgeting and forecasting, annual audit preparation, business insurance, recruiting, hiring, training, payroll administration, benefits administration, and employee development. Wrote procedures for cash handling, contribution processing – batching, data entry, bank deposits, accounts receivable, retail sales reporting, register closeout and reporting; expense policies, reporting and approval procedures; system procedures related to payroll, accounting and database systems; interviewing, hiring, performance improvement, termination, orientation, and training.

Responsible for expense accounting, budgeting, and reporting for a $3 M division. Developed monthly reporting for top 20 corporate accounts and distributors in order to demonstrate profitability. Monitored and reported customer marketing and rebate funds for top customers ensuring customer retention and satisfaction.

Analyzed and reported corporate account activities including pricing, refunds, flat fee and cost guarantee programs, and contract profitability. Developed an Excel tool to allow pro forma profit and loss creation through input of product number, quantity, and price. Performed cost guarantee calculations and analytics for corporate customers in order to process guarantee refunds. Developed consolidation method and maintained tracking and documentation related to a $60 M global restructuring project. Prepared 10Q and 10K Special Charges footnotes for required Securities and Exchange Commission filings. Prepared tracking and analysis related to FASB 141 and FASB 142 to ensure compliance with generally accepted accounting principles and report to externally auditors.

Supporting non-profit missions through sustainable funding initiatives and business management. Sustainable Funding & Campaign services include data mining for targeted communications, pledge & giving card creation, donor communications, forecasting & cash flow planning, pledge processing, recording, & verification, post initiative communications, and campaign & donor analysis. Finance & Accounting services include financial modeling & reporting, budget planning & forecasting, audit preparation, debt acquisition preparation & negotiation, process audits & recommendations, system review, selection, & implementation. Human Resource services include policy & procedure development, hiring services such as job description development, phone screening, interviewing, Birkman assessments, and offer negotiation, employee & volunteer performance improvement, terminations, and system review, selection & implementation.

Ensuring that ministries are effective, efficient, and transparent so that they can develop and sustain a culture of giving. The most effective step church leaders can take to significantly expand their church's ministry capacity is to establish a giving ministry focused on financial leaders. It is imperative that this ministry be supported by fully transparent financial operations. We offer customized consulting services to develop and implement a financial leader ministry process, build intentional church-wide giving strategies and communication plans, and ensure financial operations are supporting giving initiatives.