Robert Lee Email & Phone Number

Maple Grove, MN, US

Minneapolis, MN, US

• Reporting to CAO, hired into newly created role to build FP&A function from scratch.
• Chief of Staff: Led company-wide strategic planning for a $4B business, aligning cross-functional leaders on strategic priorities and tracking execution with driver-based financial projections.
• Recruited and built a cohesive five-person team to deliver strategic planning, forecasting, budgeting, accounting & reporting (Corporate and BU) as trusted partner to the business.
• Business Planning: Designed annual business planning process to focus Finance/Accounting execution of strategic initiatives.
• Budgeting: During first year, formally recognized for implementing stakeholder-oriented improvements to the budgeting process focused on ease and predictability.
• Reporting: Led Accounting team to deliver timely and accurate monthly P/L and cash flow reporting for all BUs and Corporate.

• Financial planning and analysis (FP&A), strategic planning, and project management.
• Directed strategic initiatives and served as advisor to executives on business planning, change management, and financial analyses supporting high-impact projects.
• Managed engagements and projects in areas such as Microelectronics, Consumer Products, and Supply Chain.

Independent Board Member of joint venture.For-profit; paid position.Served as Chief of Staff for the Board to define the quarterly agenda and ensure completion of major initiatives.Led creation of three-year strategic plan and Board-level scorecard.Established Articles of Association and practices of effective governance.Facilitated change of control in.

Columbus, Indiana, US

• Reported to Power Generation President as member of Executive Staff. Led 35 planning and manufacturing professionals in North America, China, and Europe.
• Led 3-year financial plan for $4B PowerGen business, including communications to align employees, C-suite, board of directors, and investment community around business strategy.
• Chief of Staff: Built execution scorecard and set leadership agenda to focus decision-making.
• Executive Director of technology incubation for fuel cell and hybrid motor-generator. Won world’s largest bus manufacturer as lead customer account.

US

• Reporting to CFO, led Finance/FP&A, M&A, PMO, and Capital Planning. Served as the principal Finance executive partnering with the businesses for analysis, planning, business case development, and project management.
• Chief of Staff: Led Enterprise Project Management Office-EPMO to drive execution of strategic initiatives.
• Built FP&A team to conduct financial analysis, business cases, and risk assessments.
• Delivered 3-year financial plan and strategy-to-execution scorecards.
• Led enterprise Capital Committee. Improved business cases, presentation materials, and monthly reporting for more effective decision-making on capital investments.
• Created and led M&A Finance Committee. Aligned acquisitions with strategy; Completed financial valuation and negotiations; Led due diligence; Completed integration plans.

Boston, Massachusetts, US

• Conducted deep-dive financial, marketplace, and organizational analyses.
• Developed growth strategies for clients in industrial goods and retail industries.

Master Of Business Administration (M.B.A.), Finance

Doctor Of Law - Jd, Magna Cum Laude, Business Law; M&A; Bankruptcy

Bachelor’S Degree, Electrical Engineering, Germanic Studies

Execed, Leadership

Execed, Strategy