Gregory Lee

Experience

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  NYC Department of Education

  Jun 2004 - Aug 2009

  Lead Summer Intern

  Supervised and delegated tasks to junior internsAssisted in organizing professional development workshops for New York City teachersWorked with proprietary software to record attendance during staff developmentProvided technical support to individuals who had trouble working with computers and softwarePerformed administrative assistant’s duties when necessaryCollected and organized payroll sheets for other internsServed as Summer Intern from June 2004 to August 2007 Show less

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  Trinity College - Hartford

  Sept 2008 - Dec 2010

  Event Support Staff Manager

  Managed campus audio visual technology and provided staff support for campus events Supervised ten student staff members and served as primary contact in case of difficultiesTrained staff to use equipment and to interact with clients and patronsOrganized shift schedules and weekly payroll reports for student staff members Liaised with and guided campus organizations to assess and identify equipment and security needs for their eventsCoordinated weekly working schedules for each event support workerServed as staff member from September 2006 to May 2008 Show less

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  The Execu|Search Group

  Mar 2011 - May 2011

  Copywriter
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  National Equipment Register

  May 2011 - Apr 2014

  Data Analyst

  Worked as an all-purpose analyst with job responsibilities spanning many aspects of the business. Primary duties include data analysis, process management, account management, website content management, customer service, social media and email marketing, and data consolidation and management.Facilitated and implemented risk management solutions and services for clients by consulting on best practices to avoid the loss of expensive assetsComposed and managed the production and distribution process of the company quarterly newsletter and yearly reportCollaborated with internal and external partners to gather, process, and analyze necessary data and produce content for the publications Was responsible for providing content for company external website content and collaborating with technical team to facilitate necessary updates and changesAnalyzed, processed, and ensured the quality of insurance claim data that is uploaded daily into the company database Translated raw data into formats understandable and usable to insurers, law enforcement, and clientsParticipated in the development, test and launch process of the company’s new primary database, which houses all of the company’s data including, client information, and asset values and history, by using the Agile methodPromoted and organized training courses for over 1000 agents, insurers, and asset owners, that simplify and increase the success of investigations into insurance fraud and asset theftCollaborated and discussed with supply team to create a uniform process that simplifies the order fulfillment procedure for the company’s products Liaised between clients and the IT department, as the primary line of technical support, to efficiently solve any and all issues that clients may have regarding the company’s productsCompleted ad-hoc projects and reports using Microsoft Excel and PowerPoint for presentations to external clients and upper management Show less

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  Alvarez & Marsal

  Apr 2014 - Jul 2021

  Associate

  Associate advising private equity clients and corporates on operational performance improvement. Began in the Insurance & Risk Management practice and transferred to Private Equity Operations Group. Select project work includes:Operational Performance Improvement ImplementationImplemented an organizational redesign at a $200M lab network (28 locations) that resulted in 20% in overhead savings through strategic headcount reductions and centralization of back office functionsDeveloped and implemented a Sales and Operations Planning (S&OP) process with defined KPIs to manage increased product complexity and bring order to the demand and supply planning process at a ~$600M private label manufacturer. Key KPIs included forecast accuracy, customer profitability, and schedule attainment Assessed the profitability of products by providing an individual product level margin view and provided EBITDA improvement recommendations at a ~$600M consumer products manufacturer resulting in ~$23M in savings by eliminating unprofitable productsImplemented organizational redesign initiatives and product rationalization at a ~$135M electronics manufacturer resulting in ~$17M in cost savings from headcount reductions and eliminating unprofitable productsPerformed organizational redesign, financial modeling work, and implemented a formalized budgeting process for a state’s Medicaid agency, contributing to a budget surplus of over $130 million through the improved budgeting process and financial modelOperational Performance Improvement StrategyIdentified ~$7M in EBITDA opportunity through diversifying procurement sources at a $250M garlic business Identified ~$2M in EBITDA opportunity through improved procurement and consolidating back office functions at a $66M sports product companyIdentified ~$16M in opportunity through manufacturing site consolidation and SG&A synergies related to the merger of two major label manufacturing companies Show less

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  KPMG US

  Jul 2021 - Mar 2023

  Senior Associate, Strategy

  Partnered with business leaders and cross-functional teams to accomplish strategic and performance improvement initiatives. Select project work includes:Representative ClientsSell Side Diligence / Carve out - Assisted a $400M entity of a SaaS business in preparation for a sale. Key responsibilities included managing the development of the standalone headcount cost model and census model while building consensus for the final headcount decision amongst business leadership and cross-functional team leads Standalone Cost Assessment - Identified $7.0M in personnel and non-personnel (services and other non salary related expenses) spend needed to replace $9.0M that were previously provided via corporate allocations from the selling company during the carve out of a standalone polymers companyStandalone Cost Assessment - Analyzed a sellers estimation of the standalone cost to carve out a standalone chemicals company and Identified an additional $33M in cost needed to operate the newly formed companyStandalone Cost Assessment - Analyzed a sellers estimation of the standalone cost to carve out a standalone retail energy provider and identified an additional $0.5M in cost needed to operate the carve out entityDay One Readiness Assessment - Identified operational synergies and assisted the procurement group of a Waste Services Company to be ready for Day One following the acquisition of another entityCost Transformation - Identified $1.6 - $2.5M in procurement savings through direct materials savings, headcount reduction and indirect spend reduction at a rail products manufacturerOperational Due Diligence (ODD) - Verified a third party's headcount cost estimate of a standalone entity following a carveout of an activated carbon manufacturerOperational Due Diligence (ODD) - Identified $0.5M - $0.7M in savings through manufacturing plant consolidation due to redundancies in plant management and indirect labor at a label manufacturer Show less