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Summarize Lucy Lee, MBA’s background before I meet with them
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Lucy Lee, MBA

Results-driven senior financial analyst with FP&A, Salesforce, SQL, analytic, project management MBA experience
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Lucy Lee, MBA, is a results-driven professional with a diverse skill set including IT, project management, procurement, investment management, analytic, and financial modeling. Her collaborative approach has led to successful partnerships with global departments to implement company-wide policies. Lucy's specialties encompass investment management, alternative investments, due diligence, asset management, marketing analytics, financial modeling, budgeting, forecasting, and equity research.

With a strong educational background, Lucy studied a BA at Columbia University in the City of New York and pursued an MBA at New York University's Leonard N. Stern School of Business. She has held various prominent roles in reputable organizations, including IT Lead & Procurement Lead at Equinox, Senior Financial Analyst at NYC DoITT, Team Lead at Brown Harris Stevens, Investment Product Manager at HSBC Bank, and Senior Financial Analyst at IBM. Lucy has also gained experience through positions like Summer Associate at JPMorgan, Global Business Process Manager at Avon, and Associate at Goldman Sachs Group Inc.

Lucy's expertise extends to financial reporting, variance analysis, economics research, capital markets, FP&A, procurement (both capital expenditure and operating expense), vendor management, RFPs, contract negotiation, IT, inventory management, expense management, and cost control. She is proficient in various tools and platforms such as Salesforce, Tableau, SQL, Python, HTML, JavaScript, Confluence, Jira, Microsoft AX, Hyperion Essbase, ServiceNow, ZenDesk, Business Objects, and Bloomberg, along with Microsoft Office and Microsoft Project.

Lucy Lee's rich professional background, coupled with her MBA education and hands-on experience across a wide range of industries and roles, positions her as a versatile asset with a proven track record of delivering results in investment management, financial analysis, procurement, and project management.

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