Robert Lee Email & Phone Number

Maple Grove, Mn, Us

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.• Conceived and implemented re-organization to support a Finance Business Partner strategy.

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 2018.

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.• Chief Strategist. Developed strategies and designed strategic planning process for $12B corporation, including proposals to board of directors.

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