James Lee

James Lee Email and Phone Number

Chief Financial Officer @ Perry Weather
Dallas, TX, US
James Lee's Location
Dallas, Texas, United States, United States
James Lee's Contact Details

James Lee work email

James Lee personal email

James Lee phone numbers

About James Lee

C-level Finance and Operations executive who has led several company exits and turnarounds. Has held senior level positions at SaaS and services companies as well as in financial advisory. Previous corporate finance and strategy background at investment banking and consulting organizations. Operates business with a pragmatic and methodical approach. Rationalizing operations to improve margins and structuring sales to drive growth. Focus on developing process, leveraging systems, building capable teams and driving accountability.Data-driven leader with CFO and COO experience across multiple disciplines delivering early and long-term sustainable results for organizations. Believes balancing data transparency, maintaining a client-forward view, cultivating strong employees with the nuance of people management is the key to success.Experience: corporate finance, operations, M&A advisory, valuation, financial & operational modeling, strategic consulting, private equity secondaries, post-transaction integration, liquidity management, revenue recognition; human capital, performance (KPI) measurement and monitoring, FP&A, human capital, legal, sales ops

James Lee's Current Company Details
Perry Weather

Perry Weather

View
Chief Financial Officer
Dallas, TX, US
Website:
perryweather.com
Employees:
80
James Lee Work Experience Details
  • Perry Weather
    Chief Financial Officer
    Perry Weather
    Dallas, Tx, Us
  • Gds Link
    Chief Financial Officer
    Gds Link 2022 - Present
    Dallas, Tx, Us
    GDS Link is a SaaS global leader in credit decisioning solutions. Backed by Serent Capital, our customer-centric risk management and process automation platforms are designed for the modern lender in their pursuit to capitalize on the entire credit lifecycle.
  • Ser Technology Corporation (Purchased By Gds Link)
    Chief Financial Officer / Chief Operating Officer
    Ser Technology Corporation (Purchased By Gds Link) 2013 - 2021
    Lead all levels of finance, accounting, FP&A and operations of a growing and dynamic software and services firm, including product execution, legal and HR. Managed exit process to private equity portfolio company.
  • Mht Secondary Advisors
    Principal
    Mht Secondary Advisors 2009 - 2013
    Dallas, Tx, Us
    Advise limited partners invested in private equity on the valuation, sell- and buy-side for secondary interests. Structure the foundation of the secondary practice including transaction processes, legal, modeling and business development. Advised on $165 million in secondary transactions.
  • Cogent Partners (Purchased By Greenhill)
    Vice President
    Cogent Partners (Purchased By Greenhill) 2006 - 2009
    Structure transaction process for secondary opportunities. Advise limited partners invested in private equity on the valuation, sell- and buy-side for secondary interests. Built firm's fund valuation models. Advised on $1.4 billion in secondary transactions.
  • Mht Partners
    Associate
    Mht Partners 2003 - 2006
    Dallas, Tx, Us
    Advise operating companies on sell-side processes and buy-side opportunities. Conduct in-depth valuation analysis and due diligence on operating companies. Draft memorandums and marketing materials for capital raises and sell-side opportunities. Consult with executive management teams on strategic initiatives.
  • Salomon Smith Barney / Citigroup Ibd
    Analyst
    Salomon Smith Barney / Citigroup Ibd 2001 - 2003
    New York, New York, Us
    Develop business development materials. Conduct in-depth valuation modeling analysis and due diligence on operating companies. Advise operating companies on capital raises, sell-side processes and buy-side opportunities.

James Lee Skills

Valuation Due Diligence Alternative Investments Mergers And Acquisitions Investment Banking Venture Capital Lbo Corporate Finance Financial Modeling Capital M&a Experience Corporate Development Business Valuation Financial Analysis Investments Emerging Markets Hedge Funds Private Placements Private Equity Secondaries Strategy Operations Management M&a Advisory Valuation Analysis Financial Advisory Acquisitions Financial Services Analytical Skills Business Planning Funding Strategic Planning Finance Business Development Capital Markets Equities Strategic Consulting Business Strategy Consulting Executive Management Management

James Lee Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Finance

Frequently Asked Questions about James Lee

What company does James Lee work for?

James Lee works for Perry Weather

What is James Lee's role at the current company?

James Lee's current role is Chief Financial Officer.

What is James Lee's email address?

James Lee's email address is ja****@****ail.com

What is James Lee's direct phone number?

James Lee's direct phone number is (800) 486*****

What schools did James Lee attend?

James Lee attended Texas Mccombs School Of Business.

What skills is James Lee known for?

James Lee has skills like Valuation, Due Diligence, Alternative Investments, Mergers And Acquisitions, Investment Banking, Venture Capital, Lbo, Corporate Finance, Financial Modeling, Capital, M&a Experience, Corporate Development.

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