Phillip Lee

Phillip Lee Email and Phone Number

SVP, Global Corporate Development & Strategic Partnerships at Phillips & Cohen Associates @ Phillips & Cohen Associates, Ltd.
Philadelphia, PA, US
Phillip Lee's Location
Greater Philadelphia, United States, United States
Phillip Lee's Contact Details

Phillip Lee work email

Phillip Lee personal email

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About Phillip Lee

My success in driving profitable growth, performance improvement and building high-performing, multi-cultural teams includes: • Growing PE-backed GTS from $6 million in revenue to $100 million, I led expansion from one country to six in six years executing add-on acquisitions. • Improving performance, I succeeded in turning a multinational cash flow positive by increasing profitability and improving CapEx efficiency – contributing to a 700% ROI. • Cleaning up the finance function of a PE fund's new acquisition, I prepared it to scale and integrated it into the reporting structure of Brazil's largest private equity investor in education.My Breadth of Experience encompasses: • More than 20 years experience working on three continents and in 15 countries. • International CFO, corporate development and M&A roles. • Experience in US GAAP, IFRS and financial reporting in multiple languages. • Implementation of financial controls, processes and accounting systems. • Investor relations, Private Equity, treasury and international tax planning. • Negotiation of acquisitions, supplier contracts and strategic alliances. Specialties: Acquisition Integration • Banking • Board Relations • Budget Process • Business Development • Business Planning • Corporate Development • Crossborder M&A • Emerging Markets • Financial Planning • FP&A • International Business • Intercultural Competence • International Financial Reporting Standards (IFRS) • International Operations • International Tax • Investment Banking • Investor Relations • Joint Ventures • Leadership • Management Accounting • Managerial Finance • Mergers & Acquisitions • Multilingual • Negotiation • Operations Management • Performance Improvement • Private Equity • Restructuring • Risk Management • Sarbanes-Oxley Act • Strategic Partnerships • Strategic Planning • Strategy • Treasury Management • Valuation • Venture Capital

Phillip Lee's Current Company Details
Phillips & Cohen Associates, Ltd.

Phillips & Cohen Associates, Ltd.

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SVP, Global Corporate Development & Strategic Partnerships at Phillips & Cohen Associates
Philadelphia, PA, US
Employees:
320
Phillip Lee Work Experience Details
  • Phillips & Cohen Associates, Ltd.
    Phillips & Cohen Associates, Ltd.
    Philadelphia, Pa, Us
  • Phillips & Cohen Associates, Ltd.
    Svp, Global Corporate Development & Strategic Partnerships
    Phillips & Cohen Associates, Ltd. 2018 - Present
    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 Registry. #deathtech
  • The Estate Registry
    Svp, Business Development
    The Estate Registry 2021 - Present
    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.
  • Newsmatics
    Board Member | International Technology | Restructuring | Ifrs | Us Gaap
    Newsmatics 2005 - Present
    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 technology company publishing online informational tools.• 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.
  • Atlanta - Rio Sister Cities Committee
    Chair | Cross-Border Partnering | Economic Development
    Atlanta - Rio Sister Cities Committee 2017 - 2018
    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 increasing business in the city of Atlanta.• 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 Atlanta.• 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.
  • Prepona
    Chief Financial Officer (Cfo) | Integration | Process Improvement | Fp&A
    Prepona 2015 - 2016
    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 management, compliance, HR and legal administration.• 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.
  • Ping Pong Brazil
    Chief Financial Officer (Cfo) & Statutory Director | Country Management | Risk Mitigation
    Ping Pong Brazil 2012 - 2015
    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.
  • Clairfield International
    Partner | Regional Head | Cross-Border M&A | Corporate Finance
    Clairfield International 2005 - 2015
    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.
  • Gts
    Vp Finance & Group Chief Financial Officer (Cfo) | Performance Improvement | Integration
    Gts 2002 - 2004
    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 & Eastern Europe.• 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.• Designed and implemented tax-effective legal restructuring for group and business units, resulting in a 25% increase in profit distribution from the largest unit.• Achieved $6 million purchase-price refund through post-acquisition audit and subsequent negotiations.
  • Cet
    Principal | Practice Co-Leader | Country Management | Cross-Border M&A
    Cet 2000 - 2002
    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.
  • Global Telesystems
    Vice President Corporate Development & Strategy | Cross-Border M&A | Negotiations | Team Development
    Global Telesystems 1994 - 2000
    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 build GTS into the region's first business telecom operator. Successfully negotiated acquisitions and strategic partnerships in six countries of Central Europe that now form the base of a $500 million company.• 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. • Negotiated 15-year license contract with the Hungarian Telecommunications Ministry and negotiated equipment contract for a nationwide infrastructure network.

Phillip Lee Skills

Auditing International Business Restructuring Accounting Executive Management Corporate Finance Valuation Financial Planning Managerial Finance Forecasting Business Development Finance Strategic Planning Strategy Management Consulting Business Planning Strategic Financial Planning Emerging Markets Financial Analysis Contract Negotiation Financial Management Experience Budgets Private Equity Business Strategy Management Financial Reporting Ifrs Cross Border Transactions Due Diligence Corporate Development Financial Management Venture Capital Multilingual Mergers And Acquisitions Multicultural Team Management

Phillip Lee Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance & International Business
  • Fgv - Fundação Getulio Vargas
    Fgv - Fundação Getulio Vargas
    Balanced Scorecard
  • Other Courses:
    Other Courses:

Frequently Asked Questions about Phillip Lee

What company does Phillip Lee work for?

Phillip Lee works for Phillips & Cohen Associates, Ltd.

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

Phillip Lee's current role is SVP, Global Corporate Development & Strategic Partnerships at Phillips & Cohen Associates.

What is Phillip Lee's email address?

Phillip Lee's email address is pl****@****hen.com

What schools did Phillip Lee attend?

Phillip Lee attended Indiana University - Kelley School Of Business, Fgv - Fundação Getulio Vargas, Other Courses:.

What skills is Phillip Lee known for?

Phillip Lee has skills like Auditing, International Business, Restructuring, Accounting, Executive Management, Corporate Finance, Valuation, Financial Planning, Managerial Finance, Forecasting, Business Development, Finance.

Who are Phillip Lee's colleagues?

Phillip Lee's colleagues are Cameron Benson, Stacey Wright Cert Cii, Jamall Williams, Rice, Sherron, Shawn Mcarthur, Christopher Flynn, Earlene Ross.

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