Jade Lee, BS

Financial Operations Professional | MBA Candidate @ UIC | 5+ Years in Financial Services | Open to Operations & Strategy Roles 2026

Chicago, Illinois, United States

About

I'm a financial operations professional with 5+ years of experience at Discover Financial, Wells Fargo, and Accenture Federal Services, specializing in financial data analysis, compliance documentation, and operational workflow management. I've built my career around bringing precision and structure to complex, fast-moving environments . Managing high-volume financial cases, resolving discrepancies, and coordinating across teams to keep operations running smoothly. Currently maintaining a 4.0 GPA in my MBA program at the University of Illinois Chicago (graduating Fall 2026), where I also serve as Corporate Relations Director for the Management Leadership Association. After completing a role in financial services, I've remained professionally active while focusing on my MBA and am now seeking my next full-time opportunity in financial or business operations. I'm actively exploring Financial Operations Manager, Business Operations, and Strategy & Operations roles in financial services and fintech. 📩 Open to connecting with recruiters and professionals in financial services, fintech, and operations.

Experience

  • Program Support Assistant at Employment & Employer Services (E&ES)
    May 2026 - Present · 3 mos

    Coordinated outreach efforts that connected community members with housing, educational, and social service resources. Supported the planning and execution of community engagement events serving families and youth throughout the Chicago area. Served as a primary point of contact for program participants, responding to inquiries and providing ongoing support. Assisted with program operations, data tracking, reporting, and administrative processes to ensure efficient service delivery. Built relationships with community organizations and local businesses to support program initiatives and event sponsorship opportunities.

  • Substitute Teacher at Chicago Public Schools
    Sep 2023 - May 2026 · 2 yrs 9 mos

    • Maintained active professional engagement while pursuing MBA studies at UIC full-time. • Managed diverse, fast-paced classroom environments requiring strong organization, adaptability, and communication. • Supported bilingual and special needs learners across PreK–12 settings.

  • Discover (Chicago, Illinois, United States)
    • Senior Account Specialist
      Jun 2025 - Nov 2025 · 6 mos

      • Managed high-volume, time-sensitive financial cases simultaneously with strict documentation accuracy and regulatory compliance. • Conducted detailed financial data reviews and discrepancy analysis to support operational integrity. • Streamlined record-keeping processes to enhance client experience and overall operational efficiency.

    • Customer Service Specialist
      Nov 2024 - Jun 2025 · 8 mos

      • Delivered high-quality client support while maintaining compliance across financial account documentation. • Resolved complex account issues with accuracy, professionalism, and adherence to regulatory standards.

  • Founder at Embellished Official
    Mar 2022 - Aug 2024 · 2 yrs 6 mos

    • Founded and operated an independent luxury handbag brand from concept to market. • Managed end-to-end business operations including vendor sourcing, inventory management, budgeting, and digital marketing. • Developed brand identity and grew social media community while balancing full-time professional roles.

  • Junior Business Associate at Accenture Federal Services
    Sep 2021 - Mar 2022 · 7 mos

    • Conducted rate analysis and resolved financial discrepancies across payroll and contractor accounts. • Coordinated submissions between subcontractors and internal teams ensuring documentation accuracy and on-time delivery. • Managed and reconciled data across multiple enterprise systems with high attention to detail.