Mark L. Lee, Mba Email & Phone Number

Nashville, TN, US

US

• Newport Healthcare is a Private Equity backed national network of evidence-based behavioral health treatment for youth, young adults, and families.
• Led the financial planning process for forecasting, annual budgeting, and long-term strategic planning across 47 operating units.
• Implemented cost reduction initiatives worth $5M resulting in 115 bps improvement in operating margin.
• Leveraged technology through implementation of Adaptive Planning to streamline periodic and ad hoc reporting, scenario forecasting, and annual budgeting processes.
• Drove financial literacy with operations leaders through coaching, disciplined forecasting processes, and periodic financial reviews to improve program profitability.
• Partnered with Integration Management Office (IMO) during the integration of a $100M acquisition ensuring targeted synergies and financial objectives were achieved.

Houston, TX, US

• Provided strategic and tactical leadership to functional business partners for a $1.5B region with 3 operating sites.
• Delivered profitable growth through Sales execution and Gross Margin management.
• Partnered with Merchandising and Operations to reduce and control Inventory Spoilage and Shrink.
• Collaborated with Operations leaders to achieve targeted labor productivity goals.
• Developed and managed a team of 50 Finance professionals supporting Commercial, Operations, and Inventory.

Houston, TX, US

• Led the financial integration of a $1B acquisition with 10 operating sites into Sysco.
• Collaborated with senior leaders on strategies to ensure acquisition business objectives were achieved.
• Presented monthly/quarterly financial and strategic initiative results to Sysco Corporate leadership.
• Implemented a structured Finance organization for 40 associates: established accountabilities and goals.
• Established monthly forecasting cadence by assimilating Greco and Son’s reporting into Sysco’s tools/processes.
• Championed the Annual Profit Plan ensuring financial targets aligned with 5-year business projections.

Houston, TX, US

• Provided strategic and tactical leadership to 9 Regions and 22 Operating Sites with combined annual sales of $9.5B.
• Partnered with Region Presidents and functional vice presidents to maximize Gross Margin opportunities and optimize logistics operations to deliver annual growth targets.
• Served as a key business partner that implemented a Centralized Pricing methodology across Sysco broadline that increased Sales Productivity by 3%.
• Developed and managed 9 Region Vice Presidents, Finance with finance teams supporting Pricing and Inventory; ensured accuracy of company financial statements and internal controls met company guidelines.
• Collaborated with Corporate Finance and 4 Market VP’s of Finance to implement a finance transformation that standardized transactional accounting and collections across 72 Operating Sites.

Houston, TX, US

• Provided strategic and tactical leadership to functional business partners for a $900MM Operating Company.
• Maximized product line profitability through Sales and Procurement that delivered 4% Gross Margin growth.
• Partnered with senior leadership team to develop functional strategic objectives to achieve company goals.
• Fostered business literacy across local OpCo and market teams through coaching, disciplined forecasting processes, and periodic financial reviews.
• Served as key member of the Finance Advisor Board (FAB) to develop and improve finance processes for Reporting, Forecasting and developing the Annual Operating Plan across the Sysco broadline enterprise.
• Developed and managed team of 33 Finance professionals supporting AP/AR, Pricing, Credit, and Inventory.

Houston, TX, US

• Financial accountability for a $400MM Operating Company.
• Improved financial results by 4% through development and implementation of forecasting and planning processes.
• Established financial accountabilities with Sales Management that delivered 5% sales growth by focusing on profitable customer growth.
• Led initiative to maximize Cash Flow by reducing Days Sales Outstanding (DSO) by 5% and inventory of slow-moving and obsolete products.
• Developed team of 20 Finance professionals supporting AP/AR, Pricing, Credit, and Inventory.

Purchase, New York, US

• P&L ownership for a $400MM Market Unit including 2 production facilities and 13 satellite warehouses.
• Provided strategic and tactical leadership to Senior Team and functional leaders to achieve annual operating targets.
• Optimized rate architecture to mitigate commodity inflation; achieved 4% revenue growth and 1% margin growth.
• Led cost containment initiatives to achieve 3% labor productivity improvement and 5% reduction in total expenses.
• Managed market unit forecast on a monthly, quarterly and annual basis; developed and established standard forecasting processes and tools to manage progress versus strategic plan.
• Analyzed monthly and quarterly results versus targets; provided operating guidance to Senior Leaders utilizing standard month-end financial presentations, analysis of key performance indicators, and ad hoc reporting.

Purchase, New York, US

• P&L responsibility for a $186MM Market Unit including 2 production facilities and 8 satellite warehouses.
• Executed pricing strategies across a multi-segmented market resulting in 3% annual revenue-per-case growth.
• Led Market Unit to 4% Operating Profit growth each year during four-year tenure.
• Managed Annual Operating Plan process for the Market Unit; developed strategies that delivered financial and operational growth targets.
• Coached and mentored multiple Finance Interns; responsible for on-boarding and career development.

Purchase, New York, US

• Managed $1.5B cost budget and $75MM capital budget for 9 production facilities, 62 satellite warehouses, and regional business unit office.
• Performed in-depth comparative ROI analysis for strategic capital planning and business development initiatives.
• Championed strategic cost initiatives; ensured manufacturing and supply chain targets aligned to national objectives.
• Spearheaded the development and implementation of standardized revenue and cost forecasting tools/methodologies resulting in 95% forecast accuracy.
• Supervised one Senior Financial Analyst; coached and mentored four indirect employees.

Purchase, New York, US

• Financial accountability for a $65MM Market Unit including one production facility and 3 satellite warehouses.
• Realized 3% revenue per case growth year-over-year through rate/mix management of product portfolio.
• Engaged Market Unit team in capital initiative resulting in $100M improvement in loss lines year-over-year.

Purchase, New York, US

• Supported strategic operating initiatives by measuring performance/productivity metrics against financial plan for 5 production facilities and 41 satellite warehouses.
• Managed $45MM capital budget ensuring investments met company Internal Rate of Return.
• Streamlined communication between Operations and Finance by aligning cost initiatives with financial objectives.

Cleveland, Ohio, US

• Measured logistical impact of on-demand aircraft movement, flight crew utilization and customer demand patterns through statistical analysis; results drove immediate and short-term decisions by business managers.
• Identified trends, seasonality, and demand-supply relationships for daily and monthly forecasts and annual budgets.
• Key player responsible for analyzing and reporting the operational state-of-the-company to Senior Management.
• Managed junior analysts responsible for tracking aircraft movement and flight crew management.

• Manage comprehensive revenue and expense forecast models and long-term capital requirements planning.
• Designed and managed multi-company financial reporting models (including international).
• Coordinated and managed special projects resulting in company-wide efficiencies.
• Identified strategic markets and assisted Senior Managers with developing profitable customer profiles.

Mba, Master Of Business Administration

Bba, Bachelor Of Business Administration