SUMI (NICKY) LEE, FMVA®

Senior Financial Analyst at JND Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex, US
Languages
  • English Native or bilingual proficiency
  • Korean Native or bilingual proficiency

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Credentials

  • Financial Modeling & Valuation Analyst (FMVA)®
    Corporate Finance Institute® (CFI)
    Aug, 2020
    - Nov, 2024
  • Learning SQL Programming
    LinkedIn
    Jun, 2018
    - Nov, 2024
  • First Aid Instructor
    Korean Red Cross
    Feb, 2010
    - Nov, 2024
  • Certified Securities Investment Advisor
    Korea Financial Investment Association
    Nov, 2013
    - Nov, 2024

Experience

    • United States
    • Telecommunications
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Aug 2019 - Present

    • Financial Analyst/Accountant
      • Jul 2018 - Jul 2019

      • Completed financial statements for 47 companies by using Certiflex and MS Excel and conducted financial ratio analysis to examine the performance of the companies in comparison to the past three years of performance• Managed 47 companies’ accounting, sales tax, and payroll taxes including FICA, FUTA, and SUTA and built client relationships by prioritizing accuracy and trustworthiness• Designed payroll tax calculation spreadsheets that became a template across the company with MS Excel to streamline inefficient work procedures

    • Intern
      • Mar 2015 - Mar 2016

      • Gathered daily financial data related to KAC budgeting and spending and statistical data associated with student affairs and job placements, performed analysis on them by using Excel, and presented the results to the dean of KAC and to the director of KAC administrative department• Organized special lecture on career development to invite 200 renowned speakers including financial professionals and allocated the proper amount of college budget for the events• Translated 120 official documents sent from the main office from Korean to English for international faculty

Education

  • Naveen Jindal School of Management, UT Dallas
    Master’s Degree, Finance, Concentration in Risk Management
    2016 - 2018
  • Keimyung University
    Bachelor of Business Administration (B.B.A.), Finance
    2011 - 2015

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