Jonathan Lee Email and Phone Number
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As a Portfolio Performance Manager in the Transformation team at Insignia Financial, I lead the team in delivering insights, performance management frameworks, data modelling, and strategy development to help accelerate the delivery of value to the business and to our customers.As a performance management and strategic commercial leader with 8 years' experience in areas including Financial Services, Retail, Supply Chain, PMO, and Oil & Gas, I possess strong commercial acumen and thought leadership to help align their strategic goals to tactical execution to action.As a leader I believe in challenging myself constantly in order to increase my knowledge, leadership capacity, and growing my circle of influence. I aspire to be a key influencer not just at work but at life, so that I can help grow other young leaders to help them fulfil their potential. When I'm not working I like to spend some quality time with my family, play and watch basketball, and pretend I'm an F1 driver on the Playstation.
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Portfolio Performance ManagerInsignia Financial Jun 2022 - PresentBrisbane, Queensland, Australia• Spearheaded the development and management of a Transformation portfolio finance governance process, ensuring portfolio financials are managed to the strategic targets.• Drove the monthly forecast process, integrating it into the quarterly business review process, including annual budgeting and strategic planning.• Upheld rigorous financial governance standards, developing mechanisms for performance reporting via Power BI and tracking performance measures against objectives.• Provided strategic commercial insights and recommendations to executive leadership, senior management, and delivery teams.• Led the Benefits Management development, encompassing identification, planning, realisation, and reporting of benefits.• Continuous improvement and uplift of portfolio governance frameworks and standards, including connection to Quarterly Portfolio Planning and Value Stream Management.
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Senior Commercial Business PartnerSuper Retail Group May 2021 - Jun 2022Brisbane, Queensland, Australia• Partnered with Marketing, Retail Operations, and Merchandise Operations to provide actionable commercial insights, ensuring value addition across business units.• Managed store expansion and business projects, providing insights on benefits and feasibility to ensure commercial viability of new stores and store expansions.• Facilitated quarterly strategic planning sessions with GM Commercial to execute the BCF 5-year strategy.• Built and modeled the retail team wages budget in accordance with GRIA awards to inform the 5-year strategic plan.• Breakdown strategic plan into annual budgets and provided sensitivity analyses and different lever options for leadership team for decision making.• Provided commercial direction into business cases, ensuring commercial viability, and managing to the capital budget. -
Portfolio Performance ManagerSuper Retail Group Oct 2018 - May 2021Brisbane, Australia• Led and delivered financial budgeting and forecasting for the strategic portfolio in collaboration with Finance.• Managed the portfolio benefits and ongoing opex in the P&L and the 5-year plan.• Defined and owned the portfolio performance and benefits management framework from business case to business handover.• Facilitated portfolio investment committee meetings, providing performance insights for decision-making.• Delivered the Single View of Portfolio, creating performance and management reporting dashboards in Power BI.• Reported and analysed variances in financial and delivery performance, including ROI, spend vs. budget, forecast, resource demand, and risk assessments.
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Performance & Insights LeadSuper Retail Group May 2017 - Sep 2018Brisbane Area, Australia• Delivered the annual financial budgeting and managed the monthly forecast for the supply chain including transport volume and rates, DC wages and rent, inbound volume, and others.• Developed the Supply Chain KPI framework & alignment, Power BI performance reporting suite to help create self-serve reporting.• Developed the ten-year strategic demand model with multiple scenario models to help inform the business on the effect of Amazon’s entry to the Australian market, and the implication of the shift in consumer shopping habits from traditional bricks and mortar stores to online.• Provided productivity and commercial insights regularly to the leadership team to improve processes within distribution centres and transport networks.
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Business AnalystSuper Retail Group Nov 2014 - May 2017Brisbane Area, Australia• Led and delivered the annual financial budgeting and monthly forecasting process for the Supply Chain Transport team.• Developed performance frameworks and aligned metrics against Supply Chain strategic frameworks.• Managed the transport team’s P&L, providing insights into key variances for all eight distribution centres.• Awards: 2016 Supply Chain Outstanding Contribution Award.
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Sap AdministratorArrow Energy Pty Ltd Sep 2012 - Jan 2014Brisbane, Australia• Supported well engineers and drilling supervisors in financial analysis of well project costs.• Conducted various financial and compliance reporting and analyses for drilling and completions.• Achievements: Identified vendor safety breaches leading to improved safety performance and financial savings of circa $400K. -
Graduate Business AnalystPeresscol Jan 2011 - Jul 2012Kuala Lumpur, Malaysia• Assist business project team lead with feasibility studies• Assist with change management team with process implementation• Assisting with Sales team in preparing sales reports
Jonathan Lee Skills
Jonathan Lee Education Details
Frequently Asked Questions about Jonathan Lee
What company does Jonathan Lee work for?
Jonathan Lee works for Insignia Financial
What is Jonathan Lee's role at the current company?
Jonathan Lee's current role is Portfolio management | Performance | Strategy.
What is Jonathan Lee's email address?
Jonathan Lee's email address is jo****@****oup.com
What is Jonathan Lee's direct phone number?
Jonathan Lee's direct phone number is (073) 480*****
What schools did Jonathan Lee attend?
Jonathan Lee attended Queensland University Of Technology, Queensland University Of Technology.
What are some of Jonathan Lee's interests?
Jonathan Lee has interest in Guitar, Management, Smartphones, Social Services, Enterprise Architecture, Economic Empowerment, Soccer, Sap, Education, Business Process Modelling.
What skills is Jonathan Lee known for?
Jonathan Lee has skills like Analysis, Sap, Business Analysis, Business Process Improvement, Data Analysis, Business Process Design, Microsoft Office, Business Process Mapping, Business Process Modelling, Leadership, Microsoft Excel, Business Intelligence.
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Jonathan Lee
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