Bill Lee, Cpa Email & Phone Number

Tampa, Florida, United States

Tampa, Florida, United States

We have low risk ways to help you improve profitability! Contact me to get on the path to improved results.

Tampa, Florida, United States

Milwaukee, Wi

Greater Milwaukee Area

Northeast Wisconsin

Consulting practice providing services which improve organizations' performance. Service areas include: Strategy formulation, alignment and execution / supply chain management / business process improvement

Green Bay, Wisconsin Area

Responsible for Business Development; Strategic Client Management; Team coaching and development; and developing innovative solutions for transportation energy management.• Directed development and implementation of transportation energy management strategies which enabled fuel cost saving processes at large, medium and small clients. • Directed deep selling at clients which resulted in cost savings for client and additional revenue for BTF. • Represented BTF as corporate sponsor at Penn State’s Center for Supply Chain Research.

Appleton, Wi

Responsible for helping clients develop clear and achievable strategies to drive growth and improved profitability. • Developed improved approach for business development which led to a permanent positon with the client

Neenah, Wi

Responsible for serving as “chief of staff” for Group President, North Atlantic Consumer Products; developing strategy for delivering business portfolio objectives for brands in North America and Europe; and leading integration of corporate brand planning initiatives with business planning activities.• Developed Operating Strategy for North American Consumer Products Company (NACPC) businesses which enabled improved capacity utilization, reduced working capital, reduced cost of product and improved return on assets for each business.• Coordinated development of business plans to ensure alignment with Corporate goals and objectives and ensured best practices were effectively shared between brand teams in North America and Europe. Liaised with the Corporate Chief Marketing officer to ensure linkage of North Atlantic consumer brand plans and initiatives with investment roles established by the Corporation. • Conducted “integrated planning” training for global brand marketing teams, that aligned brand plans with business plans resulting in more efficient marketing spending.

Neeah, Wi

Responsible for assessing functional capabilities across the consumer products businesses and developing a portfolio of projects to improve to the level required to support achieving multi-year brand plans.• Conducted capability assessments of Customer Management, Supply Chain, Marketing and Product Innovation, leveraging inputs from IBM Business Consulting and a “board” of strategic advisors representing leaders in the consumer packaged goods industry. Assessments resulted in a prioritized set of improvement projects which improved Kimberly-Clark’s functional performance and newly-improved capabilities which were directly related to achieving global business plan objectives.• Developed effective strategy for allocating corporate resources to customer (retailer) business opportunities which improved profitability by major customer by over 100 basis points.

Global

Responsible for identifying and developing improved supply chain management practices for Kimberly-Clark worldwide.• Led supply chain aspects of Kimberly-Clark’s “Go to Market” initiative, focused on improving Kimberly-Clark’s ability to deliver results in “Customer”, “Consumer” and “Supply-Chain” areas.• Developed a new approach to procurement: Supply Integration, which led to a transformation of the purchasing organization and drove over $400 million in cost savings in NACP businesses.o Developed and spun off a Performance Improvement Team that leveraged combined best practices of six sigma, process reliability thinking and Kepner-Tregoe techniques. • Developed and implemented supply chain performance metrics that were aligned with emerging industry practice and adopted globally.• Drove implementation of Collaborative Planning, Forecasting and Replenishment to yield increased “in-stock” levels of K-C products at retail, while decreasing inventory and replenishment costs.• Implemented activity-based costing approach to drive improvements in costs to serve customers, yielding $10+ million in annual savings.• Spun-off initiatives implemented while Director – Logistics – Infant and Child Care Sector to implement improvements in supply chain planning tools and processes (Advanced Planning and Optimization – SAP)• Extended supply chain management practices to Kimberly-Clark businesses in Europe, Latin America, Asia and Australia.• Developed and implemented unique Go to Market education material using multimedia approach centered on discovery learning maps. • Trained 10,000 people in the North American consumer businesses from senior executives to plant floor team members. Also deployed to key customers and suppliers. Received feedback from many that it was “the best training they’d ever received”.• Benchmarked with and trained by General Electric in GE’s – Change Acceleration Process.

Neenah, Wi

Responsible for all aspects of supply chain including demand forecasting, stock deployment, and inventory management for $2.5 billion business with over 250 SKUs, seven production facilities and 10 distribution centers; Led team of eight direct and 75 indirect professionals.• Successfully coordinated semi-annual new product introductions and change-overs with sales, manufacturing, research, purchasing and marketing.• Redesigned inventory planning processes which reduced finished product inventory by 50%, reduced raw material inventories and reduced obsolescence costs by 20%.• Implemented collaborative supply management process with key raw material suppliers which improved total cost, inventory and quality.

Neenah, Wi

Responsible for inventory planning for $1.4 billion business with over 200 SKUs, eight production facilities and 16 distribution centers. Business was characterized by regular, significant product improvement launches.• Collaborated with the vice-president manufacturing and vice-president engineering to drive implementation of SMED (Single minute exchange of dies) practices which increased manufacturing flexibility and productivity improvements that enabled ongoing manufacturing cost reduction. Approach became a permanent part of the manufacturing and operating strategy for the Infant Care business and led to a major consolidation in the manufacturing footprint, producing a significant increase in the return on assets.• Successfully managed the logistics support for the launch of an entirely new business: Pull-Ups® disposable training pants; characterized by sales which exceeded the high end of business plan forecasts by over 100% and was viewed as one of the most successful business / brand launches in Kimberly-Clark history.

Neenah, Wi

Responsible for strategic business analysis and support for the President, Personal Care Group and Vice-President Infant Care business.• Developed unit business plans, financial forecasts and financial analysis of results.• Collaborated with V-P Manufacturing and Director – Major Capital Projects on manufacturing facilities strategy that resulted in a significant improvement in total delivered cost and return on assets, while supporting planned business growth. • Identified opportunity to significantly improve working capital management focused on inventory; led to a career-change assignment to a supply chain management role.

Corporate Office

Responsible for developing budgets and financial forecasts, evaluating capital projects, analyzing results and recommending improvements • Manufacturing Financial Management - Lakeview Mill finance team leader• Financial Managemento Corporate Treasury: Domestic - corporate cash flow planning, capital budgeting and corporate financial planning and debt management.o Corporate Treasury: International - capital structure planning, foreign exchange exposure management, banking relationships, subsidiary dividend and cash flow planning and management, risk management. • Accounting Standards Analyst - Corporate Controller’s Staffo Responded to SEC and FASB initiatives on accounting and financial reporting.o Maintained and published Corporate Financial Instructions.

Chicago, Il

Lead field work on major SEC clients (including Kimberly-Clark Corporation), as well as medium size manufacturers, financial services firms and banks.

Executive Program: Supply Chain Strategy, Logistics, Materials, And Supply Chain Management

Completed Penn State's executive program in Supply Chain Strategy

Bs, Accounting / Finance

Earned BS in Accounting and Finance; was a teaching assistant in the Department of Accountancy

Executive Program : Managerial Issues In The Global Enterprise