Brian K. Lee, MBA, PRM
Faculty-in-Residence / University of Southern Mississippi
118 College Drive
Box 5021
Hattiesburg, MS 39406
205-617-6953 (Cell)
www.hitech-analytics.com
lee7975@bellsouth.net
Summary
Self-motivated, well-rounded professional enjoys tackling high-impact business issues – particularly those encompassing critical-thing skills. Entrenched in a nine-month teaching and university service assignment in the Department of Finance at the University of Southern Mississippi (USM) as a Visiting Professor of Practice. Additionally serve as the Faculty-in-Residence at the new USM College of Business Honors House located on the Hattiesburg campus. Regulated and non-regulated management experience involves direct reports to executive management. Solid track record of process improvements, particularly in revenue-side forecasting, working capital forecasting and discounted cash flow techniques as applied to capital project valuation. Professional Risk Manager (PRM) currently seeking professional certification as a CFA charterholder and desiring an engaging executive management role offering high-impact business challenges.
Core Competencies
• June 2010 CFA Level 3 Candidacy pending
• Passed the June 2009 CFA Level 2 Exam in five (5) hours [41% global pass rate] / Personal professional strategy is to pass all three (3) CFA exams in just eighteen (18) months
• Passed all ten (10) sections of the December 2008 CFA Level 1 Exam in approximately four (4) hours [35% global pass rate]
• Globally certified as a Professional Risk Manager (PRM), 2007
• Experience in teaching a diverse portfolio of fifteen [15] different graduate and undergraduate courses in the fields of finance, statistics and economics
• Advanced skill sets in statistical forecasting (linear and non-linear), capital project analysis, valuation and financial modeling
• Taught MBA students in the use of “Advanced Discounted Cash Flow Methods” as based on the works of one of the world’s leading valuation experts and globally top-three ranked economics publisher, Pablo Fernandez (Harvard Ph.D.)
• Direct reports to executive management (heavily rooted in the area of finance)
• Corporate level supervisory experience
• Extreme high need for professional achievement
• Advanced critical-thinking skills and exemplary time-management skills
• Technical undergraduate degree firmly complimented with solid business experience and graduate business education [Industrial Engineering 3.75 GPA , MBA 4.0 GPA]
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Work History
University of Southern Mississippi (USM), Hattiesburg, MS 2009 – Current
Visiting Professor of Practice /
Faculty-in-Residence at the new USM College of Business Honors House
• Teaching of finance courses expertly complemented with a nine-month university service initiative dedicated to the in-house management of one of only three (3) southern universities boasting a College of Business Honors House with a Faculty-in-Residence
University of Alabama at Birmingham (UAB), Birmingham, AL 2005 – 2009
Visiting Professor / Instructor
• Taught the widest array of course offerings (15) of all professors in the UAB School of Business [Finance (graduate / undergraduate), Economics and Statistics]
• Successfully completed Credit Markets post-graduate school studies in December 2006
• Beta tester for Palisades’ current version of @Risk simulation software
Energen Corporation, Birmingham, AL 1989 – 2004
Director – Rate Economics (Alagasco)
Coordinator / Manager / Director – Corporate Development (Energen)
Executive Staff Assistant – Marketing (Alagasco)
• Championed new and enhanced methodologies for customer consumption forecasting [Principal components analysis (PCA) and Committee voting non-linear neural networks]
• Significantly improved the modeling accuracy for forecasting monthly accounts receivable (A/R) balances, seasonally in excess of $100 million, when firm’s bad debt began to mount as a result of rising commodity prices using non-linear neural network modeling
• Substantive capital project analysis related to discounted cash flow (DCF) valuation, revenue requirements analysis and pro forma financial statement modeling
• First employee within the firm to 1) utilize financial simulation as related to a proposed project’s cash flow risk exposure to variations in stochastic climatic conditions, 2) successfully incorporate leave-vs.-purchase analysis into an acquisition of a target asset, 3) invent a financial model to increase the firm’s competitiveness in its pricing negotiations with its industrial customers and 4) develop a financially sound DCF approach for potential payment penalties in the event large customers failed to maintain minimal levels of consumption after material capital outlays were made on their behalf
• Served on a task force charged with evaluating and ensuring the firm’s multi-million dollar commitment to revenue producing capital expenditures for distribution system extensions was economically sound and made recommendations for enhancements
• Successfully valued major business units using robust regression analysis
Brian K. Lee, MBA, PRM Page 3
Southern Company, Atlanta, GA 1980 – 1988
Supervisor of Forecasting and Marketing Planning (Gulf Power Company)
Marketing Planning Engineer (Gulf Power Company)
Commercial Marketing Engineer (Alabama Power Company)
• Led and assisted in the firm’s forecasting activities associated with its revenue–side budget for the firm’s retail customer base, electric consumption per customer by customer class, peak-day demand and base rate revenues and presented findings to senior management for strategic planning purposes
• Financially analyzed marketing-based capital expenditure projects using DCF methods
• Served as the company’s lead player in the Southern Company system-wide market research efforts
• Served as a point-of-contact liaison between the firm and its commercial customers in marketing profitable end-use applications for the firm
Computer Skills
• Highly proficient and self-taught in the use of MS Office / FrontPage / Project, Minitab statistical software, @RISK [v5.0 beta tester], Crystal Ball, Profit (neural network financial modeling software and non-linear regression), Wealth-Lab Developer (Trading system and indicator development software using Pascal-like programming language), WizWhy and WizRule (Data mining software), TableCurve 2D (Non-linear curve fitting software) and Camtasia Studio, Decision Tools Suite |
