Robert Lee Email and Phone Number
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• MBA • 8 years of management, business analysis and project management experience• 8 years of requirement gathering, process documentation and related team interactions• 5 years of operations management (senior and manager levels) experience • 5 years of SQL programming and MS Reporting Services • 5 years of accounting experience• 4 years of customer service • MS CRM customization, implementation and training experience• Great Plains (Dynamics) implementation and training experience• Blue Link ERP (Accounting Software) experience• Act! (CRM) experience• MS Project and Office experience• Lean Six Sigma Green Belt training• Organized, highly motivated and detail-oriented problem solverOver the last 15 years I have developed a range of business skills that would be of great value to many organizations. A core focus on operations, business analytics and change management have proven essential for ensuring technical and operational processes remain aligned with stakeholder expectations.
Hub Financial Inc.
View- Website:
- hubfinancial.com
- Employees:
- 308
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Director, Project Management And Business AnalyticsHub Financial Inc.Richmond Hill, On, Ca
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Director, Project Management & Business AnalyticsHub Financial Inc. Jul 2021 - PresentWoodbridge, Ontario, CanadaHUB Financial Inc. is a full service, full access Managing General Agency (MGA) with offices in eight major cities throughout Canada and the ability to service the needs of independent brokers across the country.
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Senior Manager Business OperationsGo 4-D Inc. Jun 2020 - Jul 2021Markham, Ontario, CanadaGo4-D Inc is a distributor of 3D printed custom orthotics and related systems needed to scan patient feet. Being a young/start up company, I use every skillset I have to help achieve business goals and customer alignment. Briefly:• Optimize internal processes (ie. integrate multiple systems to increase efficiencies)• Develop custom analytics using SQL, Excel, Access, SSRS and Azure• Accounting (Month end, year end, general analytics, HST)• Develop and implement Medical Device Establishment Licence (MDEL) procedures• Customer and co-worker support (fill in the gaps wherever needed)
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Senior ConsultantDelbridge Solutions Jul 2019 - Mar 2020Vaughan, OnConsulting/implementing Vena Solutions - a Corporate Performance Management (CPM) solution which helps to optimize and automate budgeting, planning, forecasting and reporting processes by leveraging MS Excel. -
EntrepreneurCanada Corals Sep 2016 - Dec 2019CanadaCanada Corals was a small importer/reseller within the pet industry with a 50/50 split between online sales (via Shopify platform) and a physical location in Vaughan, ON. As owner, my responsibilities ranged from social media promotions to customer service to supporting a small team of employees to financials/bookeeping - whatever needed to get done! During this time I gained a strong appreciation for the demands of small business and entrepreneurship.
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Operations/It ManagerPerformance Finishing Solutions May 2017 - Dec 2018Mississauga• General manager of IT and Operations• Relieve President of miscellaneous work as needed• Direct point of contact for third party IT support groups• Document and communicate system changes to all end users• In-house IT support (Outlook, MS Office, security system, printers, etc) • Data analytics and custom report writing using SQL, SQL Server Reporting Services, Crystal Reports and MS Excel• Alignment of existing accounting software (Blue Link ERP) to business needso Requirements gathering, documentation o Work with development team through implementation• Implementation of Act! Including integration with accounting software (Blue Link) • Operations management o General HR (staffing, performance reviews, etc)o Initiative alignment (weekly progress reviews) o Process alignment to customer and business needso Moved the company into a new 15,000 square foot facility
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Project ManagerStewart Title Guaranty Oct 2015 - Nov 2016Toronto, Canada Area• Gradually replaced VP of IT as primary driver of specific projects. • Utilized and modified a help desk system (Sharepoint) to manage change requests made by Business Analysts and end users.• General support/contact point for UK senior team.• Progress reporting to senior team/stakeholders• Project management and business analytics related to development and implementation of a new web-based platform to be utilized by the United Kingdom branch of Stewart Title.• Travelled to the United Kingdom to assist with implementation, user adoption, training, support and further requirements gathering.• Utilized both, waterfall and agile project methodologies.o Waterfall was of most value when communicating with management (local and UK)o Agile when working directly with the development team -
Vp Operations - OhiOrthotic Holdings Inc. (Ohi) Jun 2013 - Jul 2015Toronto, Canada Area• Entrusted with operations and general IT projects• Decision making and alignment of resources to support key stakeholders• Prepare and present project status to executive level• Project management and business analytics related to a Dynamics GP implementation across 6businesses under Orthotic Holdings Inc.• Progress reporting to senior team/stakeholders• Numerous requirement gathering/documentation sessions with end users.• Primary driver of key improvement initiatives.• Management team alignment with business vision at The Orthotic Group.• Alignment of Production capacity with forecasted demand. -
Vp OperationsThe Orthotic Group Jan 2011 - Jul 2013Markham, On•Ensure Operations capabilities/capacities are aligned with strategic growth of the company.•Ensure performance is aligned with key metrics. •Work with all managers in recognizing continuous improvement of various processes across the company.•Drive human resource management related to team building and performance recognition.•Drive or assist with cross-functional projects. -
Business Process Manager/Business Analyst/Sql DeveloperThe Orthotic Group Mar 2003 - Jan 2011•Lead in lean manufacturing implementation project across the plant. •Team Lead in multiple projects related to developing and implementing Standard Operating Procedures across the company. These procedures tie into the core softwares (MS CRM and Great Plains).•Supervise/evaluate the Order Entry Manager. Provide coaching and assistance related to improving current procedures and managing staff issues. •Develop and maintain custom sales analysis, inventory and WIP reports using SQL and Reporting Services.•Develop and maintained data summarization procedures using SQL.•Assist the Accounting Manager and VP of IT with Great Plains reconciliation issues.•Develop and implement customizations using SQL, MS CRM and Great Plains with the overall objective of increasing staff accountability, efficiency, customer satisfaction and reducing order errors.•Provide training to staff on custom applications, new software and new Standard Operating Procedures.
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Database Developer/ItThe Orthotic Group Mar 2000 - Mar 2003•Team member regarding the customization and implementation of MS CRM and Great Plains.•Team member regarding the development and quality control of custom software and hardware called GaitScan.•Provided back up for VP of IT•Developed and maintained customizations related to IOA (MS Access based accounting software)•Developed and maintained an hourly staff punchclock system using MS Access.•Provided back up support to the Network Administrator •Windows XP and MS Office support•Used MS Exchange for general Active Directory Account adjustments•Network cabling and basic LAN troubleshooting
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Intermediate AccountantBarrick Gold Corporation Mar 1997 - Mar 1999•Maintained general ledgers for over 30 subsidiary companies •Researched projects as requested by the Corporate Controller.•Completed general month-end procedures. -
Accounts Co-OrdinatorBio Mechanical Healthcare Mar 1995 - Mar 1997•Maintained the G/L, A/R, A/P and payroll•Cost report preparation•Implemented month-end procedures•Prepared and analyzed financial statements•GST,PST and EHT remittances•Prepared monthly aged A/R, A/P reports
Robert Lee Skills
Robert Lee Education Details
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Athabasca University -
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Frequently Asked Questions about Robert Lee
What company does Robert Lee work for?
Robert Lee works for Hub Financial Inc.
What is Robert Lee's role at the current company?
Robert Lee's current role is Director, Project Management and Business Analytics.
What is Robert Lee's email address?
Robert Lee's email address is ro****@****oup.com
What schools did Robert Lee attend?
Robert Lee attended Executive Mba, All Education.
What skills is Robert Lee known for?
Robert Lee has skills like Management, Business Process, Project Management, Leadership, Strategic Planning, Access, Team Leadership, Crm, Training, Team Building, Microsoft Sql Server, Account Management.
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3powergate.ca, provincialbeverages.com, oeqf.com -
Robert Lee
Ottawa, On3shop.ca, carms.ca, gmail.com2 +141691XXXXX
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1jdirving.com -
Robert Lee
Former Petroleum Engineering Intern @ Chevron | Final Year Mechanical Engineering @ UofcCalgary, Ab
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