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Dynamic finance executive with over 20 years of comprehensive experience, specializing in scaling businesses and enhancing financial performance across diverse sectors such as consumer skincare (DERMA E and Think), cannabis (MedMen), B2B events (Informa and Comexposium), biotech (Amgen), auto insurance (AIG), and banking (Bank of America). Trusted partner to commercial teams in driving business plan execution and spearheading transformative changes, evidenced by DERMA E’s growth to #1 skincare brand in natural channel and integration of Think into PE-owned portfolio. Known for a pragmatic, integrity-driven approach with a strong ability to develop infrastructure and talent. Excels in collaborative environments, consistently improving quality of decisions and service to all stakeholders.Specialties: P&L management, financial planning and analysis, strategic planning and decision support, financial systems implementation, modeling and sensitivity analysis, management reporting and KPI tracking, contract review and negotiation, employee mentoring and development, M&A integrationVery interested in health and wellness, early stage tech investing (30+ startups), and supporting small business owners and entrepreneurs as a SCORE mentor.
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Senior Director Of FinanceTopix Skin Health Nov 2021 - PresentAmityville, New York, Us -
ControllerTopix Skin Health Sep 2020 - Nov 2021Amityville, New York, Us
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Independent ConsultantSelf-Employed Jan 2020 - Sep 2020Advisor and investor in early and growth stage tech startups across diverse sectors including healthcare, finance, real estate, e-comm, and logistics.Volunteer mentor at SCORE, a resource partner of the Small Business Administration with a mission of fostering vibrant small business communities through mentoring and education.https://losangeles.score.org/
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Senior Director, Strategic PlanningMedmen Oct 2019 - Jan 2020Culver City, Ca, UsMedMen is a leading cannabis retailer with operations across the U.S. and run-rate revenue of $200M. MedMen has the highest market share in California, one of the largest cannabis markets in the world, and flagship stores in Los Angeles, Las Vegas, Florida, New York, and Chicago.Started on the Financial Planning & Analysis team supporting cultivation and manufacturing operations, and transitioned to Strategic Planning for the office of the CEO within six months. Responsible for driving growth through key initiatives including co-manufacturing services, direct-to-consumer delivery, and social equity programs in various states and local jurisdictions. -
Director Of FinanceMedmen Aug 2018 - Oct 2019Culver City, Ca, Us
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Finance Director, UsComexposium May 2017 - Jun 2018Paris, La Defense, FrComexposium Group, the third largest pure play events organizer in the world (est. $500M revenue), is involved in more than 135 B2B and B2C events across many different sectors, significantly in agriculture, construction, fashion, food, health, leisure, real estate, retail, security, students, tourism, and works council in over 30 countries.Oversaw all aspects of finance and accounting including cash and P&L management, A/R, A/P, tax filings, and reporting for developing Comexposium US portfolio of 14 B2B events with $6M revenue in the digital marketing and cybersecurity/digital forensics sectors. -
Finance And Accounting ConsultantDlc Feb 2016 - May 2017Chicago, Illinois, UsDLC is a leading provider of interim and project-based finance and accounting services to Fortune 1000 companies.Performed interim FP&A services for Amgen, one of the world’s leading biotech companies with $23B in revenue. Supported multiple business units including Global Commercial Operations (GCO) and Global Business Services (GBS). -
Finance Director, EventsUbm Canon Jul 2011 - Nov 2015Santa Monica, Ca, UsUBM Canon is a $70M revenue division of UBM PLC which combined with Informa PLC to create the world’s largest events organizer in 2018. Canon produces over 75 B2B tradeshows in North America for the medical device design and manufacturing market and adjacent advanced manufacturing sectors.Responsible for financial stewardship of UBM Canon. Served as a trusted adviser to the EVP/MD of Canon on broader strategic decisions and day-to-day tactics, which range from events pricing to sales team commission plans to decisions on whether to launch new events and discontinue underperforming events. -
Finance Contractor - Nestle Business ServicesNestle Usa Dec 2010 - May 2011Vevey, ChLed critical project to enhance reporting and analytics related to the company's $300M+ in annual healthcare and welfare spend on behalf of Nestlé’s North American employees. -
Various Roles Progressing From Senior Financial Analyst To Avp Marketing-Planning & Analytics21St Century Insurance/Farmers Insurance (Formerly Part Of Aig) Jul 2004 - Dec 2009AVP Marketing - Planning & Analytics, 2008-2009Led Marketing forecast, budget, reporting and analytics functions for the third largest direct-to-consumer personal auto insurance company in the U.S. The business was sold by AIG to Farmers in 7/09.Product Manager, 2006-2007Manager - Financial Analysis / Senior Financial Analyst, 2004-2005Directed three cross-functional teams of 10+ across marketing finance, marketing analytics, and competitive intelligence. Also accountable for managing all aspects of the company’s personal auto product in terms of pricing, growth and profitability for Indiana and Minnesota from 1/06-11/06.
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Senior Financial AnalystBank Of America, Global Corporate And Investment Banking 1998 - 2002Charlotte, Nc, UsPartnered with industry portfolio managers and client teams that delivered senior bank debt solutions and managed all of the elements of bank credit exposure (over $10 billion) to clients primarily in the aerospace and defense, engineering and construction, and healthcare industries. Actively contributed to the structuring and documentation of transactions.
David Lee Education Details
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Usc Marshall School Of BusinessFinance -
University Of California, BerkeleyEconomics
Frequently Asked Questions about David Lee
What company does David Lee work for?
David Lee works for Topix Skin Health
What is David Lee's role at the current company?
David Lee's current role is Finance Leader, Investor, USC MBA.
What is David Lee's email address?
David Lee's email address is da****@****ail.com
What is David Lee's direct phone number?
David Lee's direct phone number is +331767*****
What schools did David Lee attend?
David Lee attended Usc Marshall School Of Business, University Of California, Berkeley.
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