Daniel Lee

Associate Director, Strategy & Performance at NAB

Melbourne, Victoria, Australia

About

Strategic and commercially focused leader with 10+ years’ experience in financial services across Australia and UK, with roles in corporate strategy, strategy & biz ops and product management. I bring a structured approach to solving complex problems, with a strong track record of driving growth, developing compelling customer propositions, and delivering new business initiatives - including the launch of a fintech venture within a global bank. Proven ability to bridge strategy and execution, leading cross-functional teams and partnering with commercial/product teams to translate strategy into actions that drive business outcomes My expertise spans strategy development, financial modelling, proposition design, and end-to-end delivery, with deep subject matter knowledge in consumer banking, including payments and FX.

Experience

  • Associate Director, Strategy & Performance at NAB
    May 2025 - Present · 1 yr 3 mos

  • Relocation at Career Break
    Jan 2025 - May 2025 · 5 mos

    Relocating from London to Melbourne (travelling across the cities and slopes of Europe and Asia en route home)

  • Senior Manager, Strategy & BizOps (fintech) at Zing
    Feb 2023 - Jan 2025 · 2 yrs

    Part of the original team to define, build and launch new fintech business within the bank (Zing by HSBC; FX, Payments & Cards), which launched in the UK Jan 2024 • Strategy development and business operations for in-house fintech • Defined 5 year strategic and commercial plan and operating model across 20+ markets, securing funding and endorsement by the Board and HSBC ExCo. • Established and led the BizOps tribe, establishing business operations for expansion into 3 new markets across governance, licensing, hiring, finance and office setup

  • HSBC (5 yrs 7 mos)
    • Senior Manager, Strategy & BizOps (Zing by HSBC)
      Feb 2023 - Jan 2025 · 2 yrs

    • Strategy Manager, Wealth & Personal Banking
      Jul 2019 - Feb 2023 · 3 yrs 8 mos

      • Internal strategy team, working with global clients to deliver portfolio and product strategy and proposition development for the wealth & personal banking division • Strategy development for payments, lending and transactional banking. Leading multiple projects focused on product growth, strategy, and portfolio optimisation of the c$1tn balance sheet globally. Scope includes strategy definition, financial modelling, product capability assessment, market sizing, competitor and consumer analysis. • Led the development of WPB’s sustainable banking strategy and ambition across multiple markets globally, identifying the initiatives, capabilities and investments required to deliver this.

  • National Australia Bank (4 yrs 5 mos)
    • Product Manager, Deposits & Transactional Banking
      May 2018 - Jun 2019 · 1 yr 2 mos

      • Full value-chain product management of consumer deposits and transactional banking product suite (across customer experience, strategy, marketing, risk, operations etc.) • Led a cross-functional project team to develop a two year strategy and customer value proposition for the millennial segment. Conducted customer research, structured analyses, synthesised findings and prepared executive presentation. • Developed transaction account growth strategy. Identified and analysed drivers of slowing performance and provided recommendations to drive uplift in market share, revenue and sales • Provided ad-hoc commercial analysis for projects including: market sizing and research, financial analysis/modelling and business case submissions

    • Strategy Analyst, Group Strategy
      May 2016 - May 2018 · 2 yrs 1 mo

      The Group Strategy & Development (M&A) function is responsible for setting the strategic direction of the NAB Group, and advising on business strategic priorities, investment allocation and M&A activities. • Developed strategic rationale underpinning the Group's 5 year strategic plan receiving strong support from the Board • Delivered commercial insights and analysis to inform the retail network strategy • Analysed revenue opportunity in market, including peer benchmarking of market share and product penetration across key customer segments and products • Development of the Technology strategy, secured significant funding to support execution of enterprise technology transformation. Key contributor in driving the content and delivery of the project

    • Graduate Analyst - Group Strategy & Finance
      Feb 2015 - May 2016 · 1 yr 4 mos

      18 month Graduate Program with roles across Group Strategy & Finance