Catherine Lee

Catherine Lee Email and Phone Number

Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement) @ First Republic
California, United States
Catherine Lee's Location
San Francisco Bay Area, United States
About Catherine Lee

Seasoned finance professional with 20+ years of experience in financial planning, analysis, budgeting, forecasting, control, and reporting gained from the banking sector. Proven expertise in building financial models on financial analytics, procurement, and strategic sourcing in driving operational cost effectiveness and efficiency. Experience from building Finance teams from scratch in high growth (annually +15%) companies as well as identify and implement vendor cost savings while maintaining service levels of over 95%.Key Skills:• Financial Modeling• Financial Planning and Analysis• Financial Reporting• Budgeting and Forecasting• IT Financial Management • Technology Business Management (TBM)• Business Case Analysis• Cost Management• Data-driven Decision Making• Operational Efficiency• Procurement and Strategic Sourcing• Vendor Spend AnalysisComputer Skills:• MS Office• Oracle Financials (AP, GL, FA, Discoverer, and iProcurement) • Hyperion Essbase • Cognos • Ariba • Coupa • Tableau • WorkBoard

Catherine Lee's Current Company Details
First Republic

First Republic

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Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement)
California, United States
Catherine Lee Work Experience Details
  • First Republic
    Vice President, Head Of Operations Analysis (It Technology Finance Fp And A And Procurement)
    First Republic
    California, United States
  • First Republic
    Vice President - Finance, Head Of Operations Analysis (It Technology Finance Fp&A And Procurement)
    First Republic 2019 - Present
    San Francisco, California, United States
    •As Vice President of Operations Analysis, led a team of four (4) financial analysts in providing FP&A support for various back-office functions (Information Services, Information Security, Marketing, Human Resources, Lending and Deposit Services) with mandates in streamlining financial operations and cost management of technology and G&A expenses.•Managed ~US$500MM annual technology expense through effective strategic financial planning and forecasting, resulting in increased credibility and forecast accuracy of +/- 5%.•Built and developed financial models, forecasted capital expenditures, operating budgets, and headcount requirements to support the bank's high-growth strategy 5-year strategic plan.•Collaborated with Strategic Sourcing and Vendor Management teams in providing vendor spend scorecards and financial analyses for start-ups to large public companies, thereby enabling data-driven decision-making for ~ 800+ vendors in multiple categories.•Acted as a Finance Business Partner to the Chief Procurement Officer (CPO), Chief Information Officer (CIO) and Chief Information Security Officer (CISO) to ensure the company's growth in operating and capital expenses is consistent with its annual revenue growth of 10%.•Served as the finance analytics expert in the successful completion of the Procure-to-Pay Implementation project (Coupa BSM software) to improve operational efficiency and effectiveness.•Spearheaded the ITFM (IT Financial Management) project, analyzing IT expenses from a service-based perspective through a showback framework and optimizing cost savings by 12%.
  • First Republic
    Finance Director, Operations Analysis
    First Republic 2015 - 2019
    San Francisco, California, United States
  • First Republic
    Finance Manager, Operations Analysis
    First Republic 2010 - 2015
    San Francisco, California, United States
  • Visa
    Finance Business Partner
    Visa 2006 - 2010
    San Francisco, California, United States
    ▪Finance Business Partner supporting Marketing Department (North America Region) including Marketing and Analytics, Visa Management Consulting, and Merchant Marketing, etc.•Successfully enhanced forecast accuracy for a US$50MM million Sales and Marketing budget by fostering transparency and facilitating informed decision-making. •Contributed to the development of business case analysis that successfully allocated a US$5MM advertising budget, resulting in a return on investment of 18% and revenue growth. •Provided strategic guidance for the refreshment of econometric models, resulting in a 5% increase in the performance of marketing campaigns whilst achieving ROI optimization.
  • United Airlines
    Senior Financial Analyst
    United Airlines 2004 - 2006
    Senior Analyst, Capital Planning, FP&A Controller’s Office 2005 – 2006Staff Analyst, Vendor Management 2004 – 2006•Partnered with multiple departments within the maintenance division, optimizing a 20% capital budget reduction during bankruptcy protection, resulting in cost savings of $10mm. •Validated business case analyses totaling $147mm, from capital leases to IT investments, ensuring a greater than 10% investment return for each project. •Monitored costs and cycle time with vendors, reducing flight cancellation costs by improving operational efficiency. •Prepared quarterly performance scorecards based on key performance metrics (KPI), resulting in a 15% improvement in vendor’s cycle time performance.

Catherine Lee Education Details

Frequently Asked Questions about Catherine Lee

What company does Catherine Lee work for?

Catherine Lee works for First Republic

What is Catherine Lee's role at the current company?

Catherine Lee's current role is Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement).

What schools did Catherine Lee attend?

Catherine Lee attended University Of California, Berkeley - Walter A. Haas School Of Business, Ucla, University Of Pennsylvania.

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