Thomas Lee Email and Phone Number
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* Finance and Operations Executive with over 20 years of broad strategic and transformational leadership* Management of publicly listed and privately held, as well as private equity and venture capital-backed companies* Execution of a successful IPO, taking the company public on the New York Stock Exchange* Strategic implementation of capital funding through a series of debt and equity transactions* MBA from Cornell University and MS from Cornell Law School* Awarded CFO of the Year 2022 by Acquisition International
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Chief Financial OfficerAdvantage Surgical And Wound Care Oct 2024 - PresentEl Segundo, California, Us -
Chief Financial OfficerLumina Healthcare Oct 2024 - Present -
AdvisorAq Investment Partners Oct 2022 - Present -
Chief Financial OfficerUp Medical Nov 2022 - Oct 2024Culver City, California, Us -
Chief Financial OfficerSonsray Inc Jun 2021 - Oct 2022Torrance, California, UsSonsray is the largest distributor of Thermo King products and CASE Construction and Agricultural Equipment on the West Coast, operating in a dealer business model offering New & Used Sales, Rentals, Parts, and services. -
Chief Financial Officer & Chief Operating OfficerBridgecom Nov 2017 - Apr 2020Yorba Linda, California, Us• Lead the strategy and the execution of financial and operational initiatives at Bridgecom• Oversee finance & accounting, software development, implementation, pricing, and production/manufacturing • Responsible for M&A valuation, capital management, investor relations, as well as, legal & contracts and strategic alliance & partnerships -
Head Of Finance / Corporate FinanceSmart Energy Water May 2016 - Nov 2017Irvine, California, Us• Responsible for financial initiatives including investment and M&A valuation, as well as, capital structuring and financing• Responsible for all software solution pricing and partnership deal structures for SUS. Developed pricing models for Cloud SaaS/On-Premise Perpetual license, partnership/OEM pricing and revenue share partnership contracts • Executive sponsor for strategic alliances/partnerships. Responsible for developing an investment thesis for business opportunities and defining contractual workflow structuresAreas of focus:• Deal structuring and proposals • Short-term and long-term business strategies• Annual budget and quarterly forecasting, including 5-year financial projections• Mergers and acquisitions (valuation to execution)• Investor relations• New-market entry strategies, marketing strategies, cost benefit analysis• Negotiation -
Director Of Business Planning & DevelopmentSeacube Containers Llc Jan 2015 - Jan 2016Woodcliff Lake, New Jersey, Us• Develop and maintain financial models evaluating investment return on all deals and M&A transactions• Formulate and deliver M&A proposals to key investors, including parent-company Ontario Teachers' Pension Plan• Develop and maintain the investment pipeline and perform detailed deal analysis to support strategic investment decisions• Coordinate with all departments to ensure deal execution• Prepare KPI reports and present to the Board of Directors and senior executives with open discussion on results relative to current industry trends and competitive environment• Responsible for all pricing• Manage and analyze macroeconomic, customer, and competitor data for strategic planning and capital investment purposes• Analyze and forecast industry, sales, and production trends in order to formulate a strategic plan -
Director Of Financial Planning & AnalysisSeacube Containers Llc Nov 2009 - Dec 2014Woodcliff Lake, New Jersey, UsOversee company-wide financial and management reporting/analysis, development of annual plans, and ongoing forecasting:• Design and maintain 5/20-year strategic financial planning models. Develop and analyze statements of cash flow, income and balance sheet for $550 million in annual capital investments and debt modeling valued at +$2 billion• Create ad-hoc business and financial models for statements of cash flow, income and balance sheet, including supplemental statements and schedules for capital investments, debt financing, multiple revenue streams and expenses • Work synergistically with Sales, Accounting, and Operations departments to enhance understanding of all business functions• Produce and manage presentations and reports for external financial institutions (including investment banks, rating agencies, and research firms), current/potential equity & debt investors, and global trade shows• Prepare business review meetings and Board of Directors meetings to discuss financial and operational performance results, as well as, projections and business strategy• Assist in drafting the Business & Industry Section of Form S-1 as part of a successful IPO• Create a dynamic 5/20-year steady-state valuation model in a joint effort with Deutsche Bank and Wells Fargo as part of a successful sale to a new parent company (Ontario Teachers’ Pension Plan) -
Senior Business AssociateEdison Properties Jul 2006 - Aug 2009Newark, New Jersey, Us
Thomas Lee Skills
Thomas Lee Education Details
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Cornell UniversityMaster Of Business Administration - Mba -
Cornell Law SchoolMaster Of Legal Studies - Msls -
Lehigh UniversityBachelor Of Science In Business And Economics - Bs -
Watchung Regional High School
Frequently Asked Questions about Thomas Lee
What company does Thomas Lee work for?
Thomas Lee works for Advantage Surgical And Wound Care
What is Thomas Lee's role at the current company?
Thomas Lee's current role is CFO at Advantage Surgical and Wound Care.
What is Thomas Lee's email address?
Thomas Lee's email address is tj****@****ell.edu
What schools did Thomas Lee attend?
Thomas Lee attended Cornell University, Cornell Law School, Lehigh University, Watchung Regional High School.
What skills is Thomas Lee known for?
Thomas Lee has skills like Microsoft Office, Financial Analysis, Financial Reporting, Forecasting, Accounting, Strategic Planning, Financial Accounting, Financial Modeling, Internal Controls, Risk Management, Account Reconciliation, Business Planning.
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