Jack Lee Email & Phone Number

Hanover, Nh

Strategy Building / Planning / Deploymento Led enterprise strategic planning process to determine enterprise, business, regional and functional priorities building to long-range / annual operating plans. o Led quarterly meetings to track execution success, hosted global leadership team for annual Strategy Week for workshops / team building / leadership development. Reviewed processes with outside global consultant (BCG) - assessed as best-in-class.o Initiated / led quarterly… Show more Strategy Building / Planning / Deploymento Led enterprise strategic planning process to determine enterprise, business, regional and functional priorities building to long-range / annual operating plans. o Led quarterly meetings to track execution success, hosted global leadership team for annual Strategy Week for workshops / team building / leadership development. Reviewed processes with outside global consultant (BCG) - assessed as best-in-class.o Initiated / led quarterly leadership councils - group of high-level global leaders to review opportunities for potential enterprise investment consideration. Initiated / lead group of senior global leaders for strategy development and execution challenge solutions.o Trained 40+ leaders on breakthrough goal setting and Policy Deployment and managed quarterly governance process to review initiative updates.o Lea Enterprise Program Management and Strategy offices.o Communication – initiated, developed and deliver program series of lunch n learns to build awareness of enterprise strategy across our global Associate population, developed intranet site to update Associates on strategy and initiative direction. Show less

Hanover, Nh

• Voice of the Customer (VOC) - developed / led broadest voice of the customer (VOC) survey in the company’s history, interviewed > 130 customers in North America, Europe and Asia leading to adjacent technology product / business launch and core business technology development / product launch. Presented internally to BoD, senior leadership team and externally to channel partners who would benefit from the insights.• Re-evaluated market strategies of challenged business models to… Show more • Voice of the Customer (VOC) - developed / led broadest voice of the customer (VOC) survey in the company’s history, interviewed > 130 customers in North America, Europe and Asia leading to adjacent technology product / business launch and core business technology development / product launch. Presented internally to BoD, senior leadership team and externally to channel partners who would benefit from the insights.• Re-evaluated market strategies of challenged business models to re-focus for success.• Evaluated new technologies for intersections between Hypertherm’s core capabilities and future strategic direction. Show less

Hanover, Nh

• Led global business unit (Strategy & Business Development, Operations - Europe, Marketing, Technical/Sales Support, Engineering, and Customer Service / Order Fulfillment).• Grew business > 2x through channel expansion, regional diversification, improved pricing structure, sales force engagement / training, sales support build, product line expansion, segment expansion, technology development and DVP improvement.• Managed international team of 25 direct and indirect reports (22 in… Show more • Led global business unit (Strategy & Business Development, Operations - Europe, Marketing, Technical/Sales Support, Engineering, and Customer Service / Order Fulfillment).• Grew business > 2x through channel expansion, regional diversification, improved pricing structure, sales force engagement / training, sales support build, product line expansion, segment expansion, technology development and DVP improvement.• Managed international team of 25 direct and indirect reports (22 in Italy, 3 in North America).• Travelled internationally extensively to meet with customers, negotiate with suppliers, and European team (primarily Italy / Western Europe, Eastern Europe / Asia).• Managed Channel Partner conflict and diversification of supply chain. • Expanded capacity through Lean efficiencies, outsourcing in Europe and the US, and capability-building for laser manufacturing across Hypertherm facilities.• Created new product development process / team, met regularly to discuss queue and update on progress.• Expanded cross-team collaboration on product development (Engineering) and operations.• Executed licensing agreement with international OEMs to secure rights to produce. Show less

Hanover, Nh

Cross-Team initiative for strategic review of supply base to balance suppliers, mitigate risk and optimize capabilities.• Developed contingency plan for lack of resources to focus on initiative.• Developed a Part Matrix to assist in assessing risk in our supply base.• Broke critical parts down into families - assessed risk areas to focus on for optimal in-source / outsource approach.• In-Sourced parts production based on drop in demand - to increase capacity utilization.•… Show more Cross-Team initiative for strategic review of supply base to balance suppliers, mitigate risk and optimize capabilities.• Developed contingency plan for lack of resources to focus on initiative.• Developed a Part Matrix to assist in assessing risk in our supply base.• Broke critical parts down into families - assessed risk areas to focus on for optimal in-source / outsource approach.• In-Sourced parts production based on drop in demand - to increase capacity utilization.• Developed supplier scorecard for use in evaluation process of existing suppliers.• Coordinated / Participated in supplier evaluation visits to top suppliers globally – focus on capability, quality, and capacity.• Improved demand planning / forecasting to suppliers.• Focused on cost savings opportunities to reduce OE, without compromising the broader initiative of strategically balancing the supply chain. Show less

Hanover, Nh

Structured the foundation of company’s acquisition strategy – developed acquisition and post-close operational strategy. Developed target approach - established direction for broad market or targeted company approach review, mapping gaps / risk areas and opportunities - enabling prioritization of companies to review.Identified, cultivated targets based on industry attractiveness, company growth profile, end-user outreach, industry expert interviews, tradeshow and research institution… Show more Structured the foundation of company’s acquisition strategy – developed acquisition and post-close operational strategy. Developed target approach - established direction for broad market or targeted company approach review, mapping gaps / risk areas and opportunities - enabling prioritization of companies to review.Identified, cultivated targets based on industry attractiveness, company growth profile, end-user outreach, industry expert interviews, tradeshow and research institution visits.Built pipeline of targets and developed relationships with focus-area companies – contacted, met with management / representatives of target companies, built relationships over time.Negotiated, and successfully completed 2 acquisitions:o Identification – identified & targeted acquisition candidates, working with Hypertherm Business Team Leaders on approach / assessment.o Justification – presented justification to Hypertherm Management Team and BOD.o Valuation – balance of DCF / multiples / comparables valuation approach.o Due Diligence – managed team of internal and external (consultant) experts to focus on key areas of concern.o Negotiation – negotiated with sellers directly and through advisors.o Relationship – built a strong working relationship with the sellers and their team, facilitating post-agreement integration phase. o Integration – lived internationally for the start of first overseas acquisition integration.o Leadership – hired, managed, developed Associate leaders.Developed and led company’s first long-term (3-year) forecast / planning process:o Guided Team Leaders through the process to identify opportunities and risks and to capitalize on the strengths and weaknesses in their businesses.o Developed economic / end-market analysis to support a global perspective.o Created / Structured template for information needs, compiled and summarized the data and presented findings back to Business Team Leaders, Functional teams, Management Team and BOD. Show less

Boston, Ma

Series 7 & 63 Certified• Member of fifteen-person team with over $9 billion in assets under management.• Reviewed client asset allocations, made recommendations to senior team members and clients on implementation of overall strategy and specific investments within such strategy. • Assisted in the team’s equity trading operation, both on an advisory and brokerage basis.• Provided analysis to clients regarding firm/team investment strategy, economic outlook, and individual… Show more Series 7 & 63 Certified• Member of fifteen-person team with over $9 billion in assets under management.• Reviewed client asset allocations, made recommendations to senior team members and clients on implementation of overall strategy and specific investments within such strategy. • Assisted in the team’s equity trading operation, both on an advisory and brokerage basis.• Provided analysis to clients regarding firm/team investment strategy, economic outlook, and individual company/sector research.• Supervised junior member of the team on all aspects of daily functions.• Assisted in recruiting effort and hiring process for team and for Boston office overall - interviewed candidates, focusing on technical ability and cultural fit with the organization. Show less

New York City, Ny

• Supervised weekly preparation of report detailing current positions, cash available, and profit and loss relating to Equity Risk Arbitrage business in various limited partnership funds. Managed relationship with the trading desk. Implemented reconciliation procedures, enhancing the reporting based on traders’ needs.• Supervised and assisted in preparation of financial statements for over 30 limited partnership funds invested in venture capital companies, real estate, equity and high… Show more • Supervised weekly preparation of report detailing current positions, cash available, and profit and loss relating to Equity Risk Arbitrage business in various limited partnership funds. Managed relationship with the trading desk. Implemented reconciliation procedures, enhancing the reporting based on traders’ needs.• Supervised and assisted in preparation of financial statements for over 30 limited partnership funds invested in venture capital companies, real estate, equity and high yield securities, cross-currency options, and foreign currency hedging strategies.• Managed year-end audit and tax processes associated with these financial statements.• Senior accountant responsible for highly leveraged onshore and offshore limited partnerships investing in various hedge funds. Involved in conception, call of capital, investment, weekly reporting of leveraged returns to the Investment Committee, preparation of year-end financial statements, and management of audit process and tax relationship.• Heavily involved in the recruitment process and in supervising/mentoring junior accountants. Show less

New York City Metropolitan Area

CPA certified• Planned, performed, and supervised audits for public/non-public companies, including SEC regulated companies, and ERISA pension and profit sharing/401(k) plans.• Prepared and filed financial statements, regulatory FOCUS reports, and annual 10-Ks. Audited and analyzed the financial statements of a major broker/dealer, taking on a senior role.• Identified potential client for the firm and took part in the planning and proposal process.• Supervised and trained staff… Show more CPA certified• Planned, performed, and supervised audits for public/non-public companies, including SEC regulated companies, and ERISA pension and profit sharing/401(k) plans.• Prepared and filed financial statements, regulatory FOCUS reports, and annual 10-Ks. Audited and analyzed the financial statements of a major broker/dealer, taking on a senior role.• Identified potential client for the firm and took part in the planning and proposal process.• Supervised and trained staff associates on audit practices and procedures, documentation of work performed, identification of issues/concerns, and the firm’s transition to a paperless audit. Show less

New York City Metropolitan Area

• Performed audits for public/non-public companies, including SEC regulated companies, and ERISA pension and profit sharing/401(k) plans.• Prepared / audited financial statements, regulatory FOCUS reports, and annual 10-Ks. Audited and analyzed the financial statements of a major broker/dealer.

Bs, Accounting, 3.5

Activities and Societies: Cum Laude • Student Government Budget Director. • Delta Mu Delta, Business Honor Society.

Mba, General Management

Activities and Societies: Hockey