Peter Lee Email & Phone Number

New York, New York

• Led annual budget and monthly forecast for all business units within bank with $10B in assets and over $290M of annual revenue• Directed annual strategic planning process incorporating initiatives from all US business units; responsible for modeling financial impact of approved initiatives and tracking progress against associated strategic KPIs in concert with corporate strategic planning team.• Oversaw preparation of financial reporting, including monthly and quarterly business reviews for senior management team• Administered reporting and payout of incentive compensation earned by all retail employees

Greater New York City Area

• Created new bottom-up financial models informed by historical customer behavior to forecast billings of ~$4B charge card business for annual planning process • Provided decision support for Charge product management business partners by leveraging customer- and transaction-level data from SQL systems to conduct cost-benefit analyses and customer segmentation along multiple dimensions• Developed KPIs and scorecards analyzing financial results and metrics to identify emerging risks and opportunities versus forecast across portfolio of charge card products for monthly presentations to general manager and vice presidents• Built dynamic dashboard summarizing trends in key metrics for business partners

Greater New York City Area

• Drove Product Profitability Analysis used by product management teams for insights into card product margins to optimize business decision-making • Enhanced PPA process by revising allocation of $192M in acquisition-related A&P as well as credit reserve adjustments, and expanding detail in key Gold & Plum card sub-products • Reduced turnaround time for PPA process from 4 to 3 months despite improvements • Forecasted $5M+ annual operating expense budget of finance team and conducted monthly variance analysis for OPEN’s CFO • Assumed responsibility for training and supervising a senior financial analyst, whose work focused on tracking operating expenses and handling the monthly accounting close • Revealed organic growth decline by expanding spend growth contribution analysis to encompass comparisons of small business and consumer products along various parameters

New York, Ny

• Developed P&L and metrics forecasts based on multiple models and macroeconomic scenarios for periodic Federal Reserve bank stress tests (CCAR)• Created new forecasting approach for international card business through analysis of evolving historical relationship between billed business and GDP growth• Collaborated closely with treasury colleagues to prepare capital plan submissions, resulting in consistent annual approval from regulators• Projected financial impact of payout policy scenarios for capital planning and long-range planning processes• Prepared analyses for presentations at quarterly meetings of the Board of Directors and Finance Leadership Team• Conducted discount revenue sharing analysis of peer networks & merchant acquirers• Presented competitor financial analysis and developments in emerging Indian and Chinese payments markets to senior leaders in quarterly NET team meetings

Greater New York City Area

• Launched program to enhance internal organizational awareness of global audience of purchasing managers with regard to vendor contracting process• Coordinated a series of WebEx presentations for the awareness program and assessed submitted PowerPoint presentation material

Greater New York City Area

• Directed efforts to survey the most prominent investors in MBS, ABS, CMBS, and money markets; over 100% increase in money market surveys completed after taking over the study• Led teams of associates preparing both qualitative and quantitative analysis for key clients such as Bear Stearns and Wachovia Securities• Analyzed market penetration and performance of leading broker/dealers as well as buyside trends for each asset class in investor profiles and widely disseminated year-end reports• Emerged as Orion’s subject matter expert in structured finance and money markets, serving as main contact for fixed income sales managers and other senior clients• Spearheaded pitch to new management at Banc of America Securities seeking to re-establish an active client relationship• Conducted on-campus recruiting as well as regular performance reviews of junior associates, including participation in compensation alignment meetings

Greater New York City Area

• Assessed service of sellside clients by interviewing professionals at numerous hedge funds and other institutional investors managing up to $300 billion in fixed income instruments• Drafted and corrected profiles of fixed income investors interviewed to provide qualitative and quantitative data, including wallet share, as well as actionable recommendations

Mba, Managerial Finance, 3.75

Activities and Societies: Old Ezra Finance Club, General Management AssociationT.A. for Managerial Spreadsheet Modeling, core Marketing.

Master Of Business Administration - Mba, Managerial Finance

A.B., Economics, East Asian Studies, 3.63

Activities and Societies: Princeton University Wind EnsembleGraduated Cum Laude National Merit Scholar, College Board Advanced Placement.

Bachelor Of Arts - Ba, Ecnonomics