Joshua Lee
About Joshua Lee
Joshua Lee is a Senior Financial Analyst with extensive experience in finance and analytics, currently working at Advance Auto Parts since 2017. He previously held various roles at Pretium Packaging and has a solid educational background in Finance from Saint Louis University.
Work at Advance Auto Parts
Joshua Lee has been employed at Advance Auto Parts as a Senior Financial Analyst since 2017. In this role, he has developed a new daily, seasonality adjusted sales forecasting model for the professional sales organization. He leads the annual budgeting process for this organization, which contributes to approximately 60% of the company's total sales. Additionally, he oversees quarterly business reviews for key customers, including live presentations at their headquarters. His responsibilities also include managing a Units per Transaction incentive program for field team members.
Previous Experience at Pretium Packaging
Before joining Advance Auto Parts, Joshua Lee worked at Pretium Packaging in various roles. He served as an Analytics Manager for five months in 2017, where he oversaw the development of a consolidated professional sales database migrated into a live SQL Server environment. Prior to that, he was a Commercial Analyst from 2016 to 2017, and a Pricing Analyst from 2013 to 2016. During his tenure at Pretium Packaging, he created a novel customer profitability model that allocated direct and indirect costs to individual accounts.
Education and Expertise
Joshua Lee studied at Saint Louis University, where he earned a Bachelor of Science degree in Business Administration with a focus on Finance from the John Cook School of Business. His education spanned from 2009 to 2013. He also studied Finance and Accounting during his time at the university. Prior to his university education, he completed his General Studies at Highland High School from 2005 to 2009.
Training and Leadership
In his current role at Advance Auto Parts, Joshua Lee trains and onboards new team members and supervises finance interns. He communicates various finance projects and ad-hoc analyses to the top executive leadership in the organization. His leadership extends to conducting SKU Margin Mix Modeling to review Gross Margin expansion and erosion across categories, demonstrating his commitment to both team development and financial analysis.