Philippe Lee Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Analyzed ITWC CMO’s database list and add relevant info about their professional life experience, social media activities and interests- Took insights from the CMO’s database, find patterns and build personas - Read the news and articles of the main Marketing websites and verified the main MarTech industry’s trends- Built a database with the ITWC article methodology framework- Made PowerPoint presentations and present the results to the directors

São Paulo Area, Brazil

- Responsible for the main company's book with the main KPIs about brick and mortar stores, online B2C, marketplace, omnichannel, financial products, market share, and etc. - Responsible for the financial book with the main KPIs and P&L of the Financial Products and Services department- Responsible for the weekly executive reports which track the main KPIs of the stores and products categories in the sales and financial services metrics.- Ad hoc analysis to support directors' decision-making.- Utilization of SAS and Excel to extraction, analyze and transform data, Tableau, and PowerPoint to data visualization and presentations- Developed processes workflows that reduced time and effort in reporting by 40%

São Paulo Area, Brazil

- Analyzed and researched industry benchmarks mainly in financial institutions (credit cards, loyalty programs, and card operators)- Followed up focus groups and analyzed the consumers’ behaviour and got the main insights- Developed problem solving, built storyline and presentation of the recommendations to the customers

São Paulo Area, Brazil

- Support sales and pre-sales team with CRM reports and dashboards- Conduct KPI analysis of the sales team (Opportunities Pipeline, Win, Loss and Actual Revenue);- Generate CRM reports with opportunities status throughout Latin America Subsidiaries;- Prepared ad-hoc analysis and presented monthly reports to the directors with actual and revenue forecast- Focal point for sales support tools, CRM (GSBN) and BI (SAP)

São Paulo Area, Brazil

- Control costs, schedule and performance for Capital Projects;- Claim analysis to verify contracts deviations of costs and term.

São Paulo Area, Brazil

- Monitored sales volume, cash flow and approved payments;- Prepared management reports to analyze sales, margin, and main costs.

Greater New York City Area

- Attracted speakers and lecturers for events produced by Terrapinn

São Paulo Area, Brazil

- Prepared business proposals;- Conducted contracts analysis;- Analysis of processes As Is and To Be;- Process Improvement.

São Paulo Area, Brazil

- Review of operational process on business and IT departments;- Adapted companies to the Sarbanes-Oxley legislation;- Identified risks and controls related to business cycles;- Executed tests of controls reporting directly to managers and directors;

- Prepared documents in the welding department;- Reviewed drawings in Auto CAD and Catia V5.

Postgraduate, Marketing, Dean'S Honour List

Specialized in Sports and Events

Investment Banking

Industrial Engineering

Degree assessed by WES, as equivalent to Canadian four-year bachelor’s degree