Phillip Lee Email & Phone Number

Philadelphia, PA, US

Wilmington, DE, US

Lead international and domestic expansion strategy, evaluate new markets & opportunities, select target geographies, evaluate M&A opportunities and support operations in standing up new businesses.Role expanded to include standing up & leading a business development organization to support growth of PCA's new suite of technology services called The Estate.

Designed the global distribution strategy for this new FinTech category of estate lifecycle management and lead a team of business development professionals launching these new technology services into the professional services space.

Washington, DC, US

• Oversaw financial operations, financial reporting, tax compliance & legal restructuring while providing strategic and financial guidance to the shareholders and Board of Directors of this internet media and search.
• Restructured accounting and financial reporting of American company with operations in Europe, improving accuracy of accounting and increasing Board of Director’s insight into operations.
• Provided oversight of US GAAP financial and tax reporting, plus review of IFRS reporting and European tax compliance.
• Negotiated the sale of US and international intellectual property rights to a foreign buyer, doubling the value of the company.
• Reduced tax liability through legal restructuring of the company’s foreign operations.

Washington, District Of Columbia, US

• As volunteer Chair of the Atlanta – Rio Sister Cities Committee, leads the advancement of new commercial relationships between the two cities, especially in the areas of creative media and film, with the objective of.
• Directed a US road show/trade mission of Brazilian film executives, directors and producers which brought together 60 professionals in film and television to explore opportunities to creative content and films in.
• Leadership of this Committee has resulted in the development of three coproduction agreements being negotiated currently between American and Brazilian producers to develop film projects in the US.
• Designing a Young Film Makers Exchange of American and Brazilian film students to enable students to study and film in the two countries.

Rio De Janeiro, RJ, BR

• Installed by private equity investor to prepare company for growth by developing policy, implementing financial controls, improving accounting processes and financial planning & analysis. Also responsible for risk.
• Implemented advanced budgeting process providing clear insight to the Board of Directors of planned revenue, investments and costs.
• Led the cleanup of IFRS accounting processes resulting in major restatement of prior financial results.
• Streamlined administration and implemented ERP solutions enabling 40% reduction in staffing.
• Improved reporting quality and timeliness integrating the company into the private equity firm’s reporting process.

• Initially hired as a consultant to investigate losses and increasing debts of this British-Brazilian JV, became CFO and statutory director overseeing all country operations.
• Improved poor corporate governance, restored credibility of reporting and improved communication with London headquarters.
• Negotiated the purchase of the minority shareholder’s stake in the company to reestablish control of the JV.
• Discovered fraud of a magnitude that necessitated bankruptcy, and minimized shareholder’s legal & financial risks before guiding company through bankruptcy.

Geneva, Geneva, CH

• Provided financial management, governance, financial planning & analysis (FP&A) and corporate finance services to shareholders and Board of Directors of American, Brazilian and European clients.
• Led corporate finance projects, provided valuation services, prepared marketing materials and represented clients to potential foreign acquirers.
• Prepared corporate finance & strategy expert testimony in a €6 billion high-profile international arbitration dispute, resulting in a €1 billion client award.
• Provided corporate finance & valuation expert testimony in a $3 billion Swiss arbitration dispute, contributing to a client win and a Cabinet-level official's removal from office for corruption.

• Reporting to the Chairman of the Board of Directors, responsible for financial operations, FP&A, audits, cost controls and financing of this €250 million telecommunications service provider operating throughout Central.
• Oversaw US GAAP and IFRS management and financial reporting.
• Implemented financial controls in newly acquired companies, resulting in an increase in EBITDA profitability by 18% and a reduction in CAPEX by 39%.
• Oversaw planning and budgeting for subsidiaries and consolidated annual group budgets.
• Led audit conversion from US GAAP to IFRS for operating and group holding companies for ten countries.
• Implemented staff quality improvements by hiring top-notch staff for largest operating unit and headquarters.

US

• Provided corporate finance and strategic advisory services to global and domestic clients for this corporate finance and strategic consultancy.
• Led a strategy and corporate finance project to develop a $1 billion nationwide fiber-optic network in Russia personally overseeing the development of the project's ten-year forecast.
• Executed complex due diligence across seven countries simultaneously and the €50 million purchase of Central Europe’s largest business communications operator.
• Directed budgeting, financial projections and valuations for capital raising projects in Russia, the Czech Republic and Bulgaria.

• Set the business development strategy for GTS’ Central European operations, provided financial management, forecast operating units, set operating unit and regional budgets and executed a strategy of acquisitions to.
• Prepared budgets and forecasts for new acquisitions for valuation, internal approval and financing.
• Prepared forecasts and budgets for existing companies and directed market-forecasting activities to support strategy development and acquisitions.
• Recruited and hired regional and local operations staff, including Czech finance director, Romanian country manager, regional finance director and Polish country manager.
• Managed all aspects of transaction work, including financial, legal and operational due diligence activities, while coordinating internal financial staffs, accountants and legal teams.
• Designed and negotiated a regional alliance with British Telecom.

Mba, Finance & International Business

Controladoria, Balanced Scorecard

Education record