Lee Dao

About Lee Dao

Passion for strategic finance, treasury, corporate development, valuation, financial modeling, investment banking. Critical thinker who utilizes financial modeling, financial statements analysis, due diligence and risk management to pitch strategic investment ideas. Collaborative team leader who capably manages multiple projects successfully while working independently or in team environment. Excellent communicator with exceptional interpersonal skills in managing team dynamics and building client relationships in capital markets. Thrive in fast-paced, high-pressure environment.

Experience

1. Director, Corporate Finance & Investor Relations

   CITGO

   Sep 2022 — Present · Houston, TX, US

   Strategic Finance director who leads and scales the Corporate Finance department, managing $4B in liquidity, optimizing complexcapital structure with $3B debt portfolio, maintaining credit ratings, and advising Board of Director on strategic sale process. Structured and successfully raised $1.1B in bond issuances & $500mm AR facility, secured favorable terms with lenders through strategic terms negotiations while strengthening banking relationships, and extended debt maturity profiles to support capital-intensive projects and working capital. Led M&A financial modeling and due diligence efforts to close ~$300mm in total transactions, largely contributing to CITGO achieving the highest nameplate refining capacity ever in company’s history. Strengthened corporate-wide risk management practice through successful software implementation of Right Angle (trading & interest rate risk) and Cube Logic (liquidity risk and regulatory compliance risk).• Investor Relations leader who spearheads IR function, develops outreach strategy and leads communications with 50+ existing bondholder investors & hedge fund managers. Developed marketing presentations for leadership team at six key investor conferences and company’s financing roadshows. Prepared C-suites for quarterly earnings release, including earnings slides & script development and live Q&A preparation. Developed comprehensive consensus estimates tracker to provide real-time updates to executive management.

Education

• Vanderbilt University Owen Graduate School of Management

  Master of Business Administration (MBA) - High Distinction, Finance | Accounting | Strategy

• Western Kentucky University

  Honors Program - Finance & Financial Planning

• National Academy of Music - Nhac Vien HaNoi

  Bachelor in Piano

Skills

• Investments
• Crm
• Business Planning
• Strategic Planning
• Financial Advisory
• Public Speaking
• Advanced Excel
• Management
• Financial Sales
• Microsoft Excel
• Outside Sales
• Prezi
• Mergers & Acquisitions
• Valuation
• Financial Analysis
• Microsoft Office
• Direct Sales
• Capital Markets
• Market Research
• Equity Research
• Financial Statement Analysis
• Finance
• Financial Modeling
• Due Diligence
• Sales Management
• Energy
• Leadership
• Strategy