Mark Lee
About Mark Lee
Mark Lee serves as the Vice President of Finance Transformation at City National Bank, where he has worked since 2022. He has a strong background in finance, having held various roles in corporate financial planning and analysis, fund accounting, and treasury analysis over the years.
Work at City National Bank
Mark Lee currently serves as Vice President of Finance Transformation at City National Bank, a position he has held since 2022. In this role, he focuses on aligning finance transformation initiatives with industry best practices to support the CFO Group. Prior to this, he worked as Assistant Vice President of Corporate FP&A from 2018 to 2020 and as Vice President of Corporate FP&A from 2020 to 2022. During his tenure, he implemented technology-driven solutions to enhance operational efficiencies within the finance transformation team.
Education and Expertise
Mark Lee earned a Bachelor of Arts in Economics from the University of Washington, where he studied from 2001 to 2005. He furthered his education at UCLA Anderson School of Management, obtaining a Master of Business Administration (M.B.A.). Additionally, he completed an extension program at the University of California, Los Angeles, from 2006 to 2009. His educational background provides a strong foundation in finance and economics, which he applies in his professional roles.
Background in Finance
Mark Lee has extensive experience in the finance sector, having worked in various roles across multiple organizations. He began his career at Western Asset Management, where he served as Fund Accountant from 2008 to 2011, then as Senior Fund Accountant from 2013 to 2016, and later as Financial Analyst from 2016 to 2018. He also worked at CBRE as a Treasury Analyst from 2011 to 2013. His diverse roles have equipped him with a comprehensive understanding of financial operations and analysis.
Achievements in Risk Mitigation
In his current role and previous positions, Mark Lee plays a key role in risk mitigation by providing actionable insights to business partners. His focus on enhancing decision-making processes contributes to improved financial outcomes. By implementing technology-driven solutions and aligning initiatives with best practices, he has demonstrated a commitment to operational excellence within finance transformation.