Mark Lee
Vice President, Performance Management
- Role
- Vice President, Performance Management at City National Bank
- Location
- Fullerton, CA, US
- LinkedIn followers
- 500 followers
About Mark Lee
Manage operational efficiencies through the use of technology and leveraging the work of business partners. Resulting in- Always looking for opportunities and best practices that are for the betterment of the CFO Group and ultimately align with industry best practices- Risk mitigation by reducing operational and compliance risk by providing accurate, timely, and actionable insight to business partners for better decision making.
Experience
Vice President, Performance Management
Jun 2020 — Present
o Manage the strategy, business, and financial reporting to key equity stakeholders o Oversee transformation and automation projects between CNB and RBC o Align CNB operating and reporting standards to RBC\'s o Oversaw the financial modeling, consolidation, and management reporting to internal and external stakeholders for an enterprise with +$92Bn in asset,+$2Bn in revenue, and +5,500 colleagues o While transitioning to Head of Corporate Budget & Forecasting, rebuilt the team from ground zero the Corporate Budget & Forecasting team without missing any deliverables o Enhanced modeling by focusing more on drivers, multi-variate regression history, and capturing managerial adjustments o Expanded partnerships with Accounts Payable, Fixed Asset team, and Treasury to streamline processes and reporting o Optimized Accounting discrepancies between GAAP and IFRS by reconfiguring management reporting mapping to better align to RBC’s o Integrated & automated monthly forecast and budget planning workbooks for better data transferability, flexibility, efficiency, and comparability between the two processes o Reviewed the budgets of acquisitions to validate modeling and assumptions o Partnered with IT system administrator to ensure that accounting has an up-to-date budget for the monthly Flash o Created driver-based models/workbooks (i.e. FDIC expense based on asset growth) o Streamlined data inputs from accounting and treasury into forecasting model for quicker reconciliation
Education
University of California, Los Angeles
Extension, 4.0
2006 — 2009
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance, 3.6
University of Washington
BA, Economics
2001 — 2005
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