William Lee
Hermitage
Summary
Dynamic finance leader specializing in hotel operations, adept at budgeting, forecasting, and financial reporting. Proven track record in enhancing AR ledgers to 95% and achieving a passing Internal Audit score for the first time in seven years. Recognized for streamlining processes and implementing strategic changes that foster team development and operational efficiency.
Overview
8
8
years of professional experience
Work History
Director of Finance
Barton Creek Resort & Spa
Austin
10.2023 - 04.2026
- Joined Barton Creek in November 2023 as Director of Finance for a resort property comprising 491 rooms across 3 towers, 5 pools, 6 resort outlets, 2 retail stores, 5 club outlets, 4 golf courses, Makara Spa, and Banquet/Catering components.
- Oversaw finance support for a property achieving over $135M per year; the 2026 budget was established at $140M, with 70% from the Resort side and 30% from the Club/Golf side.
- Prepared two annual property budgets, with bonus achieved for each budget year.
- Sustained AR ledgers at 95% or better current status since 2024, a first for the property.
- Closed Q1 2026, and each individual month within the quarter, with positive GOP measurement.
- Achieved 86% Associate Employee Survey result in 2024, marking the first positive outcome for the property.
- Reached a 76% Internal Audit score in 2024, the first passing result in 7 years.
- Streamlined AP processes to enhance P&L outcomes while administering Birchstreet purchase orders and checkbook controls.
- Designed Income Audit Report that outlined average checks and demonstrated volume and pricing impact across all revenue-generating areas.
- Built General Ledger and Daily Revenue Ledger reporting for clearer team review, with detailed line items following the P&L line for line.
- Formatted OneStream financial reports for easier team review, reading, and use.
- Partnered closely with the OnTrack Team in corporate offices to align proposed scheduling to actual scheduling and keep productivity levels in line with expectations.
- Captured ResortSuite revenue reporting for Spa and Golf Membership.
- Coordinated YellowDog inventory reporting for Golf Pro Shops, Spa, and Retail Outlets.
- Maintained Concur for Wells Fargo purchasing card reporting.
- Governed Symphony POS reporting for Food & Beverage.
- Advanced team development by promoting a Staff Accountant to Omni PGA Frisco and a Controller to a Director of Finance role in Bedford, PA.
- Brought on a new Controller from Omni Berkshire Hotel in New York, and a new ADOF from Atlanta, GA.
- Operated UKG/Kronos as the timekeeper system.
- Barton Creek is an Omni-owned property held by TRT Holdings of Dallas, TX.
Director of Finance
Grand Hyatt Nashville / Union Station Nashville - Complex
Nashville
03.2020 - 10.2023
- Joined the Grand Hyatt Nashville in March 2020 for a new-build 600-room hotel completed and opened October 1, 2020.
- Controlled pre-opening budget and developed detailed budgets for Rooms, five outlets, and Banquet/Catering, ensuring financial readiness for hotel opening.
- Established revenue targets, average checks, covers, staffing plans, departmental expenses, and accounting guidelines, aligning financial strategies with operational goals.
- Assumed finance responsibility for Union Station Nashville, a Marriott franchise across the street from the Grand Hyatt and included as a complex property; Union Station Nashville re-opened August 1, 2020.
- Generated forecasting and budgeting work in Broadvine for Grand Hyatt.
- Administered DDHAP.net as the accounting office system for AP, General Ledger, P&L, Daily Revenue Reports, Payroll, and Capital Projects.
- Handled Shiji Infrasys, a Hyatt brand, as the Food & Beverage POS system.
- Directed Opera PMS finance interface responsibilities for Front Office and AR at Grand Hyatt and Union Station.
- Maintained MICROS Symphony as the POS system for Union Station Nashville.
- Monitored Unifocus as the timekeeper system and manually prepared supporting and analytical documents to ensure proper payroll payment.
- Resolved IT issues involving staffing, remote support, and internet matters for both properties.
- Managed manual reporting processes for reporting and review assembly, navigating limitations in system interfaces to deliver comprehensive financial insights.
- Compiled and tracked extensive reporting through manually prepared Excel files.
- Supported Grand Hyatt Nashville as the first full-service hotel of its caliber in the SWVP and Dimension portfolio.
- Supported Grand Hyatt Nashville as the first full-service hotel of its caliber in the SWVP and Dimension portfolio.
Director of Finance - Special Projects
Marriott Hotels
New York
01.2019 - 01.2020
- Reported directly to Ryan Musco, Regional Director of Finance Luxury Brands, while assisting with special-project needs for New York properties.
- Completed Marriott Honor Rewards Program reconciliation from October 2018 through the current period, identifying $230K in revenues that could be posted into the P&L.
- Produced a daily tax reconciliation workbook to minimize tax liability variances, reducing the State and City tax variance range from $20,000 - $50,000 per month to $50 - $100 per month.
- Lowered variances between amounts that should be reported and amounts actually reported from $20,000 - $50,000 per month to under $150 per month, resulting in $200,000 in annual tax-overpayment savings.
- Developed a Daily Tax Reconciliation workbook for Sales & Occupancy Tax Reporting, enabling completion of the Tax Compliance workbook for corporate offices.
- Reconciled hotel balance sheet accounts from January 2019 to the current period.
- Split the assignment between the W Union Square Hotel and the EDITION Hotel Times Square.
Director of Finance
Baccarat Hotel New York
New York
01.2018 - 01.2019
- Managed budgets, forecasting, P&L statements, analysis, and review of same.
- Contributed to achieving revenue and expense targets by collaborating on creation and loading of 2018 Food & Beverage budget and forecast.
- Isolated variances in amounts due versus system postings through sales and occupancy tax analysis reports, while identifying proper tracking of allowable exempt revenues.
- Enabled department-level spend monitoring by building an Excel checkbook report tied to the Birchstreet AP system.
- Assembled schedules and reconciliations that clarified hotel procedures and account analysis.
- Conveyed bi-weekly hours, wages, and productivity information through revised payroll analysis reports.
- Assisted property Area Director of Finance in gathering 2017 data for annual external audit by Berdon, LLC, ensuring compliance and accuracy.
Education
Bachelor of Science (BS) - Accounting
University of South Florida
Tampa, FLSkills
- Budgeting & Forecasting
- Expense Control
- Payroll Management
- Accounts Receivable
- Accounts Payable
- Financial Consultation
- Business Analysis
- Process Re-engineering
- Strategic Planning
- Stakeholder Engagement
- Cross-functional Collaboration
- Team Development
References
- Ryan Musco, RYAN.MUSCO@MARRIOTTLUXURYBRANDS.COM, 774-368-0956
- Kerstin Robinson, KERSTIN.ROBINSON@OMNIHOTELS.COM, 212-754-5050
- Jim Morrissey, snelabs@me.com, 213-663-8317
- Juan Jiminez, J.JIMINEZ@FOURSEASONS.COM, 303-210-8830
Finance Leadership Scope
- Expense Control
- Payroll Management
- Accounts Receivable
- Accounts Payable
- Financial Consultation
- Team Development
- Business Analysis
- Guest Relationships
- Inter-departmental Training
- Strategic Planning
- Process Re-engineering
- Budgeting & Forecasting
Timeline
Director of Finance
Barton Creek Resort & Spa
10.2023 - 04.2026
Director of Finance
Grand Hyatt Nashville / Union Station Nashville - Complex
03.2020 - 10.2023
Director of Finance - Special Projects
Marriott Hotels
01.2019 - 01.2020
Director of Finance
Baccarat Hotel New York
01.2018 - 01.2019
Bachelor of Science (BS) - Accounting
University of South Florida