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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
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Chief Financial OfficerPerry WeatherDallas, Tx, Us -
Chief Financial OfficerGds Link 2022 - PresentDallas, Tx, UsGDS 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. -
Chief Financial Officer / Chief Operating OfficerSer Technology Corporation (Purchased By Gds Link) 2013 - 2021Lead 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.
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PrincipalMht Secondary Advisors 2009 - 2013Dallas, Tx, UsAdvise 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. -
Vice PresidentCogent Partners (Purchased By Greenhill) 2006 - 2009Structure 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.
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AssociateMht Partners 2003 - 2006Dallas, Tx, UsAdvise 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. -
AnalystSalomon Smith Barney / Citigroup Ibd 2001 - 2003New York, New York, UsDevelop 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
James Lee Education Details
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Texas Mccombs School Of BusinessFinance
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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