Jonathan Lee Email & Phone Number

Brisbane, 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.

Brisbane, 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.

Brisbane, 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.

Brisbane 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.

Brisbane 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.

Brisbane, 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.

Kuala 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

Master Of Business Process Management, Business Process Management, 6.58

Activities and Societies: Basketball, drum tutoring, Christian Fellowship, AIESECSubjects: • Process Improvement projects for Bank.

Bachelor Of Business, Electronic Commerce & Banking & Finance, 5.5

Activities and Societies: Overseas Christian Fellowship, basketball, indoor soccer, cycling, drum tutoring, AIESEC