John Lee Email & Phone Number

Strategic Planning and Financial Analysis: Lead the US BP&A team and processes; closely partner with business leaders and drive budgeting, forecasting, reporting, and analysis activities across US operations (G&A, R&D, Commercial, and Manufacturing).

Business Fundamentals (BUS 10A): Introduces the internal complexity of modern business and the various roles it plays in society; examine the internal workings of firms – operations, finance, marketing, and other functions; relationships between businesses and their context – the economy, social issues, and government.

Business Relationship Management: Finance Business Partner / Controller to the Chief Medical Officer (CMO) organization which included Global Medical Affairs (GMA), Global Evidence & Value Development (GEVD), Global Patient Services (GPS), Global Scientific Exchange & Communication (GSEC), CMO Strategy & Organizational Effectiveness, and Global Medical Governance & Compliance.Supported the 4 Therapeutic Areas (TA): Neurology & Immunology (N&I), Oncology, Fertility, and Cardiovascular Metabolism & Endocrinology (CM&E).Strategic Planning and Financial Analysis: Oversaw the indirect and direct/program budgets for the CMO organization, provided financial advice and analysis to optimize strategic/operational decisions both short and long-term, led and managed the annual OP/budget process for CMO, as well as the quarterly forecasting processes.Stakeholder Management: Included as part of the CMO leadership team - entrusted with having an influencing voice beyond cost center reporting by understand business needs and navigating organizational complexities to achieve transformation objectives in future state delivery model.Process Improvement: Created new financial and KPI dashboards; strived to enhance existing processes and drive improvement initiatives across R&D controlling as well as the broader finance organization; continuously identified and drove functional efficiencies aligned with longer term R&D strategy.Diversity, Equity, and Inclusion: Core team member on the following ERGs - Leaders of Color (LOC) and North American Asian Network (NAAN)

Enterprise Risk Management: Led Global Business Services (GBS) risk assessment process for Enterprise Risk Management (ERM), collaborating cross-functionally to research top risk trends in the industry, identify company-wide and functional risks, and prioritize/address risks.Risk Management Framework and Compliance Management: Managed maturation of compliance and risk management framework, revising policies and standards.Regulatory Compliance and Sarbanes-Oxley Act, FCPA, ITAR, and GDPR: Drove compliance with local, state, federal, international, and industry laws and regulations, including Sarbanes-Oxley (SOX), Foreign Corrupt Practices Act (FCPA), International Traffic in Arms Regulations (ITAR), Export/Import, and privacy, such as EU General Data Protection Regulations (GDPR).Trend Research and Risk Analysis: Researched emerging risk trends and identifies organizational processes to implement privacy, governance, and/or risk mitigation initiatives.Team Leadership and Third Party Risk Management (TPRM): Served as team lead and primary point of contact for Information Security, Privacy, Records Management, Business Continuity, Legal (ISPARCL) review process, coordinating cross-functionally with other SMEs to assess 100+ suppliers per year. Advised business units on procuring services and tools from third parties.Data Analysis, Presentations, and Strategy Implementation: Aggregated data and presented synthesized findings to technical and non-technical audiences, guiding information technology (IT), legal, and finance teams to seamlessly implement risk mitigation strategies. Obtained Raytheon Six Sigma Specialist Certification.GBS, Privacy Protection, and Internal Audit: Earned accolades for significant contributions to GBS. This included advancing Privacy Shield certification efforts, as well as supporting the execution of an internal audit and a comprehensive third-party assessment of Raytheon’s GDPR compliance and overall global privacy operations.

Strategic Planning and Financial Analysis: Oversaw operating expense budget for the Multiple Sclerosis and Hemophilia franchises, conducted forecasts, and established the annual operating plan (AOP), delivering financial reporting and analysis support to guide senior leadership team.Business Relationship Management: Cultivated relationships with U.S. commercial business partners and IT, strengthening communication, growing understanding of partners’ ever-changing needs, and facilitating best practices.Stakeholder Management: Managed cross-functional stakeholder relationships, boosting adoption of processes/reporting procedures.Training and Workshop Presentation: Delivered training to managers on best practices, leading workshops to improve financial management, leadership, and coaching skills. Mentored staff on policies and SOPs, fostering a culture of accountability.Financial Data and Financial Reporting: Aggregated financial data to produce accurate monthly reports using dashboards and variance analyses. Process Improvement: Served as primary point of contact for IT teams and leveraged established relationships to institute process changes. Notably, developed new monthly IT reporting process, which provided insight into IT spend.Systems Implementations, Procurement, and Cost Savings: Designed new reporting systems; led a procurement savings initiative that resulted in several millions in savings.

Financial Advisory: Provided financial consulting to Fortune 1000 companies across biotech, environmental, and financial services industries. Clients included Biogen, Inc.; State Street Corp.; and Clean Harbors, Inc.Client Services: Assisted with financial management for major clients, delivering accounting, financial analysis, and auditing support. Project Implementation: Facilitated implementation of IT, reporting, and acquisitions projects.Expert Advisor: Earned reputation as a trusted advisor at Biogen, Inc., supporting U.S. Commercial, Business IT, and IT Accounting Departments. Provided accounting, FP&A (CapEx and OpEx), analysis/control, and IT management.

Financial Analysis and Accounting: Managed financial analysis operations, bolstering budgeting and forecasting functions while ensuring compliance with auditing requirements. Enhanced the financial analysis process and drove efficiency.Financial Reporting, Auditing, and International Reporting: Played pivotal role in meeting external financial reporting requirements, as well as audit requirements for international affiliates. Prepared internal reporting used by senior management and partners/owners. Regulatory Filings and Time Management: Managed key financial ratio requirements, collaborating with affiliate offices, legal services, and cross-functional members of the finance team to ensure the timeliness and accuracy of 300+ filings per year.Process Control: Designed accounting and data review processes to eliminate errors; implemented internal process controls.

Financial Audits and Assurance: Delivered assurance and attestation services to public and non-public clients—including life science/biopharma, energy, and automotive industries—in accordance with applicable laws and regulations. Clients included Fresenius Medical Care and Agenus, Inc. (formerly Antigentics).Performance Management: Supervised, coached, and conducted performance reviews for audit staff, building team capabilities.

Advanced Certificate For Executives (Ace) In Management, Innovation, And Technology

Master Of Science, Investment Management

Master Of Science, Accounting

Bachelor Of Science, Management, Accounting Concentration, Economics Minor

Activities and Societies: Delta Sigma Pi, The Sam Wilson Memorial Scholarship - recipient