Ivan Lee Email & Phone Number

San Francisco, California, United States

San Francisco Bay Area

• Created the contract team to help facilitate sales and handled all legal matters, saving a minimum of 1 hour of sales rep’s time on each contract iteration.
• Unified finance and accounting processes after the acquisition without missing any billing schedule
• Leveraged positive relationships to influence and facilitate cross-department projects
• Entity compliance for the US, UK, France, Norway, Germany, Japan

San Francisco Bay Area

• Financial planning and analysis for near/long-term projections and KPI creation
• Responsible for company treasury and cash flow in receivables below industry standard in Days Outstanding
• Align operations teams to work closely with sales during licensing negotiations
• Oversaw all corporate accounting functions for three foreign entities

San Francisco Bay Area

• Led operations as the company grew 15x in revenue without outside financing
• Revamped a customer database (MS Access/SQL) into a robust CRM system with timed tasks, sales process management, bug tracking, and contract administration
• Cross-function project facilitator with engineering, product management, marketing, HR, and sales department managers and staff
• Set policies on contracts administration, processing, and accounting standards

San Francisco Bay Area

• Developed a team of loan processors and servicers for PG&E sponsored residential home efficiency improvement programs
• Maintained channel relationships with installation contractors approved for the program
• Helped the team to succeed in funding over 12,000 home improvement loans worth over $18M
• Interfaced with internal software developers to create client –server customer database

Bs, Zoology

Mba Candidate