University of Michigan - Stephen M. Ross School of Business

The City College of New York

Duke University

Chief Financial Officer at Trinity School

Highlights:
-Lead the finance function for $80MM organization annual budget, consisting of 12 schools and ~450 employees across 2 states serving ~4,000 students as well as Marshall Street Initiatives, a K-12 public education innovation lab serving students, teachers and school leaders across the country
-Oversee team of 7 to support all finance and accounting functions including accounts receivable, accounts payable, financial planning and analysis, treasury management, grant management, payroll, purchasing, and reporting
-Coordinate and facilitate community of practice meetings for CA charter school finance leaders to share best practices, resources, and industry trends

Summit Public Schools (Public Charter Network)

Chief Financial Officer

Highlights:
-Lead all functions of the business office including finance, human resources, operations, facilities, and technology; developed and managed endowment and investment approach
-Coordinated and led all school operations during global pandemic, including development of health and safety protocols and regular testing activities for faculty and students, resulting in minimal impact to student learning
-Completed bond refinancing event, increasing annual debt savings and managed full payroll protection program loan forgiveness process

Trinity School, Menlo Park, CA

Highlights:
-Lead all key organizational finance/accounting activities for high growth $24MM charter school
network (three to six chartered schools serving approximately 1,400 students with ~200 employees) including financial forecasting, annual budgeting, grant
management, cash management, school finance operations, purchasing, payroll, facilities, and reporting
-Advise and partner with executive team, board, finance committee, and budget owners to
support strategic decision making, including resource planning, reporting, financial analysis of
key growth initiatives, and identification of system and process improvements

Voices College-Bound Language Academies

Highlights:
-Lead strategic planning and cost management for the $40MM Summit Learning Program, reporting directly into CFO and serving as strategic thought partner with Leadership Team on short-term and long-term decision making through forecasting and scenario planning
-Manage school financing activities for $27MM bond issuance including board and leadership reporting, cash/debt management, bank reconciliation, establishing financial controls and adhering to accounting best practices to ensure organization compliance

Director, Financial Planning and Analysis

Highlights:
-Conducted an SG&A Benchmarking Assessment for $6B global consumer glass company,
working with CFO and VPs across Finance, Procurement, Supply Chain, IT, and HR to identify
$75MM annual cost savings, including recommendation on future state operating model
-Led global business development effort across multiple practices to publish reports on procurement and sourcing topics, including liaising with firm senior executives to understand market opportunities, prioritizing key research topics, and managing resources in the US and India

The Hackett Group

Manager, Strategy and Finance Operations

Highlights:
-Worked directly with CFO to design and implement a global strategic cost reduction
program for $66B Fortune 100 client, including management of senior executive
relationships and ownership of a $33MM project budget for 200+ resources in 20+ countries
to capture $450MM annual savings through G&A expense reductions
-Directed omnichannel strategic growth project for $4B retailer, engaging 20,000 employees
through digital tools and behavioral training to increase incremental store sales by 60% and
strengthen client relationship through a 3-year, $14.3MM extension
-Developed a strategic growth plan and recommendations around charter turnaround for KIPP Philadelphia through stakeholder interviews, peer assessment, and research that was presented to the Board and CEO
-Led and presented strategic growth plans to the CEOs and leadership teams of two education non-profits, one of which led to expansion into the Bay Area

Accenture

Strategy and Finance Operations Consultant

Guided a team of four to provide user growth recommendations based on trends from MixPanel data analytics tool and user experience best practices, leading to re-design of landing page and teacher portal

LearnZillion

Consultant

Led a business process re-design and CMMS optimization for a major public university's
facilities management operation, expected to achieve $4MM savings over five years

Huron Consulting Group

Summer Associate

Developed a localization marketing strategy in product assortment, community engagement, and in-store communication with expected 5% revenue growth in the Detroit Metro Area

Walmart

Student Consultant

-Created and managed partnerships with like-minded education impact investing funds, such
as NewSchools Venture Fund and Investors' Circle, sharing deal flow, due diligence
capacity, and co-investment opportunities
-Led the Education Sector's ten person team of the nation's first student-run impact
investing fund to craft investment thesis, screen business plans, and manage the due
diligence process, resulting in a $50K investment in Mytonomy, a crowd-sourced college
counseling tool (recently pivoted to patient education)

University of Michigan Social Venture Fund

Education Industry Lead

Assessed and revised pre-test questions in the development of the New York State Regents Physical Setting Chemistry Examination for approximately 100,000 student test-takers around the state

New York State Education Department

Educational Consultant

-Launched science department of three teachers and school wide International
Baccalaureate Program for 325 students, achieving a 97% pass rate on state science exams
(36%+ citywide average) and 100% graduation rate (44%+ citywide average)
-Annually ranks among top high schools in the country (top 25) and New York State (previously ranked #1 in the state)

NYC Department of Education, Brooklyn Latin School

Science Department Chair at Brooklyn Latin School | School Union Leader | Teacher

-New York City Teaching Fellow
-Developed an integrated Biology-Chemistry curriculum for 90 students to align with state science standards and achieved a 95% Biology state exam pass rate (30% + city average) and Chemistry state exam pass rate of 80% (24% + city average)
-Evaluated and implemented community service projects for 60 students, including mentoring elementary school students and assembling 10 care packages that reached over 100 US soldiers in Iraq

Biology-Chemistry Teacher | Millennium High School

-Designed and tailored English curricula to meet the postgraduate employment needs of 600
junior college students, resulting in 85% employment
-Wrote a 45 page comprehensive guide to living in Gyeongju, understanding Korean culture, and teaching at Sorabol College specifically designed for the needs of foreign teachers
-Presented teaching strategies, classroom management best practices, and sample lessons to ESL teachers in the North Gyeongsang Province

Ed Lee