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Catherine Lee Email & Phone Number
Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement)
at
First Republic
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✓ Verified Jun 2026
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Current company
Role
Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement)
Location
San Francisco Bay Area, United States, United States
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Catherine Lee is listed as Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement) at First Republic, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Catherine Lee.
Catherine Lee previously worked as Vice President - Finance, Head of Operations Analysis (IT Technology Finance FP&A and Procurement) at First Republic and Finance Director, Operations Analysis at First Republic. Catherine Lee holds Mba, Master Of Business Administration, Finance from University Of California, Berkeley - Walter A. Haas School Of Business.
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First Republic
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Profile bio
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
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6 roles · 22 years
Catherine Lee work experience
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Vice President - Finance, Head Of Operations Analysis (It Technology Finance Fp&A And Procurement)
Current- 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.
- 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 ~.
- 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.
- 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.
2019 - Present
~7 yrs 5 mos
Finance Director, Operations Analysis
2015 - 2019
~4 yrs
Finance Manager, Operations Analysis
2010 - 2015
~5 yrs
Finance Business Partner
- 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.
2006 - 2010
~4 yrs
Senior Financial Analyst
- 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.
2004 - 2006
~2 yrs
3 education records
Catherine Lee education
Mba, Master Of Business Administration, Finance
Ba, Bachelor Of Arts, Business Economics
Executive Leadership Program Level I And Ii
FAQ
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What company does Catherine Lee work for?
Catherine Lee works for First Republic.
What is Catherine Lee's role at First Republic?
Catherine Lee is listed as Vice President, Head of Operations Analysis (IT Technology Finance FP and A and Procurement) at First Republic.
Where is Catherine Lee based?
Catherine Lee is based in San Francisco Bay Area, United States, United States while working with First Republic.
What companies has Catherine Lee worked for?
Catherine Lee has worked for First Republic, Visa, and United Airlines.
How can I contact Catherine Lee?
You can use AeroLeads to view verified contact signals for Catherine Lee at First Republic, including work email, phone, and LinkedIn data when available.
What schools did Catherine Lee attend?
Catherine Lee holds Mba, Master Of Business Administration, Finance from University Of California, Berkeley - Walter A. Haas School Of Business.
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