Marcus Lee Email & Phone Number

Minneapolis, MN, US

• Direct IT Infrastructure and Operations team to harden attack surface while supporting systems uptime
• Deliver Strategic IT capabilities including integrated CRM, ERP, CPQ, and Manufacturing information systems
• Establish enabling relationships with enterprise application vendors and independent technical resources

Minneapolis, MN, US

• Continuously work to protect the business by improving cybersecurity practices, including technical controls and implementing an Information Security Management System aligned with the ISO/IEC 27001 standard

Minneapolis, MN, US

• Build, manage, and lead an IT Operations and Enterprise Application team (Personnel, Budget, SOX Compliance, and Constant Process Improvements)
• Design, build, and support improvements to our Microsoft Dynamics 365 Sales and Service process flows and functionality
• Digitize paper workflows using O365, CRM, and DocuSign eSignature Cloud solutions

• MSCE - Microsoft Certified Solutions Expert, Dynamics 365 Business Applications
• Built CRM forms, screens, views, workflows, and business process flows
• Implemented business automation and best practices for business processes through customizations and add-ons
• Built micro-applications for mobile using Power Apps, Power Automate (Flow), and Power BI

US

• Responsible for data analytics and reporting for capital management group of this premier healthcare software company
• Produced periodic financial forecasts for segment capital projects ($200M annual spend)
• Managed development of capital database including scoping, requirements, and testing

Minneapolis, Minnesota, US

• Covered the Healthcare Equipment and Services Industry
• Extensively researched 10 healthcare companies and their competitors
• Built and updated complex financial models that generate multi-year forecasts

Madison, WI, US

• Conducted extensive fundamental research on investment grade bonds
• Forecasted company revenues and margins in order to recommend security investments
• Designed a credit screening process using a credit rating model and credit default swap spreads

Madison, Wisconsin, US

• Intensely focused efforts on analyzing business drivers, management quality, and valuation
• Quantitatively and qualitatively researched market conditions, economic trends, and public policy

US

• Provided ad-hoc analysis to optimize business operations and free cash flow
• Analyzed business trends, benchmarks, metrics, and statistics to improve performance
• Created strategic plan for business expansion; built financial models and projections

US

• Boutique project management consulting firm. Select clients include:
• Best Buy: Managed high-profile projects including $30M acquisition and $6M BestBuy.com upgrade; Significant efforts in Change Management, Lean Six Sigma, and Business Process Improvement; Provided decision support to.
• Wells Fargo Home Mortgage: Managed FTE resources of $1.2M across 6 E-Lending software development projects; Implemented Lean development methodologies within a highly matrixed organization

Richfield, Minnesota, US

Managed high-profile projects including $30M acquisition and BestBuy.com upgrade

San Francisco, California, US

Led 6 software development projects totaling $1.2M

Reading, MA, US

• Implemented quality management for Pfizer, GlaxoSmithKline, and Schering-Plough

US

• Developed, published, and implemented test strategies, plans, cases and scripts

London, GB

• Analyzed Total Benefits Administration information systems and business processes

Ba, Psychology

Mba, Finance-Applied Security Analysis

Cfa, Chartered Financial Analyst Program

Ms, Systems And Industrial Engineering