Mark Sam Chee Email & Phone Number

Baltimore, MD, US

Owings Mills, Maryland, United States

Greenspring Associates (GA) was acquired by StepStone Group in September 2021. GA is a venture capital platform with over $13B AUM, invests in established and emerging venture capital fund managers, in expansion stage venture-backed companies and in secondary investments in venture capital funds and companies.

Columbia, Maryland, United States

• Provided strategic insights and recommendations to executive leadership through dynamic financial modeling and analytics, benchmarking key performance indicators (KPIs) and performance metrics. Provided strategic plan.
• Recognized by CEO for introducing “the most important metrics ever developed for the company to date” and “for bringing new thinking to the organization.”
• Developed and managed $3.2B+ annual operating budgets and long-term strategic plans across multiple divisions
• Delivered successful strategic objectives by creating extensive analytics through dynamic financial modeling and expense analysis
• Designed innovative data visualizations, analytics and KPI dashboards for multiple departments including Credit, HR, Finance & Sales to:- drive greater efficiency & make more effective decisions across departments.

Columbia, Maryland, United States

• Directly supported CEO, CFO, division Presidents, VPs, and field leadership by: - analyzing performance and trends in sales, margin, and operating expenses- reviewing P&Ls for 250 entities, identifying variances &.
• Pioneered a process to expedite monthly P&L statements thereby accelerating strategic decisions/direction- reduced the time for monthly performance analysis from days to hours
• Participated in M&A activities including pro-forma generation and synergy analysis

Owings Mills, Maryland, United States

• Directed team of accountants and financial analysts responsible for all revenue billing, collections, financial planning and analysis including client profitability support to Sales, Relationship Management and Pricing.
• Created and streamlined processes for: - collecting outstanding receivables from clients- reducing invoice adjustment approval times & increasing accountability among stakeholders
• Provided more effective client pricing decisions by delivering comprehensive revenue & expense financial forecasting, complex client profitability modeling, analytics and metrics compared to benchmarks
• Drove significant cost efficiencies and improved resource capacity by implementing new billing system that eliminated manual processes and enhanced controls
• Partnered with Microsoft to train various groups on PowerPivot, Power Query and Power BI

Owings Mills, Maryland, United States

• Developed a monthly management reporting package highlighting KPI’s and operating metrics for COO
• Performed regression analysis to predict new client conversions for more efficient reallocation of resources
• Performed cost-benefit analysis determining the ROI of purchasing new equipment vs. contracting to external vendors
• Constructed a flexible Cost-Benefit Analysis template for management and analysts to identify profitable projects

Owings Mills, MD

• Project manager of mutual fund and SOC 1 compliance audits responsible for ensuring that business unit performance meets contractual, firm, client and industry requirements
• Analyzed and ensured precision, quality and timeliness of accounting and custody services provided by external service providers, such as PricewaterhouseCoopers and State Street Bank
• Collaborated with VP Compliance and Risk Management to identify and quantify financial risks associated with Investment Operations’ business processes
• Worked senior management, portfolio managers, Legal and Treasury, to identify and troubleshoot accounting and custody service issues

• Developed and executed a strategy to restructure the financial operations reporting structure to align company-wide financial systems and to improve efficiency
• Built financial model to illustrate the various factors influencing the cost per call to T. Rowe Price's call centers for leadership to manage costs
• Revamped financial model used for reporting to the Board of Directors
• Provided actuals and forecasted various financials and metrics used in monthly reports for senior management

Washington D.C. Metro Area

Mba/Ms, Finance

Activities and Societies: MBA Association, MBA Finance Association, International MBA Association

Ms, Biomedical Forensic Science

Bs, Biochemistry