Jacob Lee Email & Phone Number

Detroit, Mi, Us

Ormond Beach, Florida, United States

Sentrics provides senior living owners and operators the capabilities to more effectively and efficiently promote resident quality of life – and family peace of mind – through data-driven insights powered by our life safety, health & wellness, engagement and entertainment technologies.

Investment firm focusing on raising capital for commercial, STR and multifamily properties, outdoor hospitality and sustainable and renewable businesses.

Grand Rapids Metropolitan Area

Led the Finance and Accounting functions and served on the Executive Leadership Team.Strategic advisor to founder/CEO in evaluating exit options. Led Company through successful majority investment by a growth fund and middle market PE buyer2x revenue growth, 2.8x Adj. EBITDA growth and 4x ARR growth during tenureGuided Company through first year audit (unqualified opinion) while shifting to Netsuite ERP platform and Microsoft CRM platformLed cross-functional pricing and packaging project with external consultant to evaluate recurring revenue product offering and identify monetization improvementImplemented more robust and meaningful monthly and quarterly financial reporting by delivering Financial Reporting packages centered around tracking top line and profitability metrics by department for Exec team, Board and PE ownership groupHired talented controllership roles to build stronger administrative infrastructure, automated Accounts Payable, cleaned up collections and implemented sales tax software (Avalara) to remediate historical NEXUS exposure leading to cash savings and mitigating millions in exposure

Grand Rapids Metropolitan Area

Tasked with leading the finance and accounting functions for a growing telehealth company specializing in enterprise wide patient safety and engagement solution offerings.

Detroit, Michigan

Provided sound buy side and sell side Financial Due Diligence services to strategic buyers in the healthcare, technology, consumer products and manufacturing industries.Served on the dedicated deal team supporting the corporate M&A group of a Top 50 Fortune 500 company through the divestiture process including sell-side readiness, data synthesis & validation, financial forecasting, preparing for buyer confirmatory due diligence meetings, and net working capital analysis during negotiations.• Prepared detailed financial analysis to determine divestiture scope • Worked with business entity leaders to identify carve out adjustments for target net working capital• Proactively responded to buyer due diligence Q&A process• Prepared excel models to bridge historical audited financials to proforma financial information

Detroit, Michigan

Provided audit and attest services for a top 50 Fortune 500 Oil and Gas SEC public client. Responsibilities included:• Understanding the client's business and developing effective and efficient audit plans tailored to the client's industry, • Coordinating, conducting, and reviewing fieldwork• Monitoring project budget and communicating any areas of project overruns and; • Overseeing and effectively managing lower level staff workloads.

Greater Detroit Area

Provided audit and attest services specializing in the Utility Industry including the following services:• Integrated Audits of Company’s Annual Financial Statements and ICFR • Quarterly reviews• Statutory Audits• Comfort letters for issuance of debt and equity securities and;• Specified procedures audits and agreed upon procedures projects. Audit clients included a Fortune 500 Public Utility, a UK based private automotive supplier, a public university and a private equity regulated utility portfolio company. 2011-Performed risk management and review services related to a utility client's Smart Grid program.

Greater Detroit Area

Researched the proposed Cap and Trade Legislation of 2009 and presented analysis to the engagement team to evaluate the potential effect of the regulatory standards on our utility client's operations.Participated in a Knowledge Sharing Project in which a group of interns identified a potential service offering and recommended the work to a panel of Senior Managers and Partners.

Bachelor Of Arts (B.A.) Cum Laude, Economics & Management And Spanish Literature

Activities and Societies: EX, Accounting Society, Albion College Football

Cultura, Historia, Economia

Spanish Language And Literature