Robin Lee
Herndon,VA
Summary
Results-driven finance professional with extensive experience in financial planning, analysis, and reporting. Proven track record of enhancing processes, increasing efficiency, and facilitating strategic decision-making. Strong analytical skills combined with the ability to communicate complex financial information clearly to stakeholders. Committed to discovering innovative solutions that align with and advance company objectives.
Overview
6
6
years of professional experience
Work History
Lead Finance Partner
HubSpot
09.2024 - Current
- Manage equity and stock-based compensation forecast for the organization
- Deliver strategic analysis and actionable recommendations to CFO for informed decision-making
- Engineer comprehensive financial models to capture and project SBC expenses in relation to headcount and future hiring initiatives
- Produce monthly and quarterly materials for CFO review, board meetings, and compensation committee meetings
- Manage and refine annual planning, monthly forecasting, and multi-year planning initiatives to enhance operational efficiency
Principal Financial Analyst
Capital One
01.2024 - 09.2024
- Built adaptable financial models that captures all revenue and expense components of the credit card business to produce multi-year financial projections
- Developed and delivered clear, consumable presentations of monthly financial results to inform leadership decisions
- Spearheaded strategic analysis to influence and guide business leader decisions, ensuring alignment with economic factors
Sr. Financial Analyst IV, FP&A
US Financial Technology
11.2021 - 01.2024
- Led the implementation of Oracle NetSuite Planning & Budgeting (FP&A software)
- Opportunistically optimized monthly forecasting and reporting processes which significantly improved the alignment between the Finance and Accounting functions
- Effectively presented monthly and quarterly financial results directly to the CFO and company owners (Fannie Mae / Freddie Mac)
- Developed financial models that forecast operating expenses at a level of granularity that allows for quick identification of performance drivers
Financial Analyst II (prev. Financial Analyst I)
Fors Marsh Group, LLC.
10.2019 - 10.2021
- Managed the annual budgeting process from end to end to produce a robust multi-year plan that informs leaders with anticipated annual operating expenses
- Developed adaptable financial models that easily accepts various inputs to quickly perform variance analysis and automate forecast updates
- Partnered with project managers to provide guidance on business decisions through financial analysis
Education
MBA -
University of Maryland, College Park
College Park, MD01-2027
Bachelor of Science - Accounting
Virginia Commonwealth University
01-2018
Websites
Timeline
Lead Finance Partner
HubSpot
09.2024 - Current
Principal Financial Analyst
Capital One
01.2024 - 09.2024
Sr. Financial Analyst IV, FP&A
US Financial Technology
11.2021 - 01.2024
Financial Analyst II (prev. Financial Analyst I)
Fors Marsh Group, LLC.
10.2019 - 10.2021
MBA -
University of Maryland, College Park
Bachelor of Science - Accounting
Virginia Commonwealth University