Will Lee

Will Lee Email and Phone Number

Interim CFO for Carrick Capital Advisors @ LegalSifter
New York, NY, US
Will Lee's Location
New York, New York, United States, United States
Will Lee's Contact Details

Will Lee personal email

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About Will Lee

Executive and Entrepreneur with broad experience and the proven ability to help shape a company's strategy and operations. Experience:- CFO at venture-backed SaaS software startup MyTaskit.- As the first CFO at MicroEdge, a $30mm software company, worked with the executive management team and Board to successfully design and execute numerous initiatives to revitalize the business, resulting in subsequent significant improvements to revenue and profitability. - As #2 to CFO at IntraLinks ($150mm private software co.), variously ran all accounting, treasury, tax, and financial planning and analysis teams as the business grew from $38mm when I joined to $150mm over four years; prepared board reporting; participated in M&A activity; participated in the 2005 IPO preparation all the way through S-1 finalization and in two significant sales of equity incl. the LBO where $225 million of debt was raised.- At a $60mm software division of McKesson, responsible for strategy, new products, business development, and regulatory analysis. Led teams that a) made significant contributions to management's understanding of the business, and b) initiated and executed projects that grew the business by 50% over two years (we designed, built and launched a new software product; identified and sold into a new target market resulting in significant organic growth; purchased a competitor to enhance operational flexibility and expand market opportunity).Specialty: Software businesses interested in driving rapid growth, which are often backed by VC or PE companies.Professional skills:Financial planning and analysis, international expansion, mergers and acquisitions, raising capital, product management, competitive analysis and positioning, business development, accounting and audits.

Will Lee's Current Company Details
LegalSifter

Legalsifter

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Interim CFO for Carrick Capital Advisors
New York, NY, US
Website:
legalsifter.com
Employees:
62
Will Lee Work Experience Details
  • Legalsifter
    Interim Cfo For Carrick Capital Advisors
    Legalsifter
    New York, Ny, Us
  • Tgsm, Llc
    Founder
    Tgsm, Llc Jan 2023 - Present
    Founded a social media company to create content for YouTube. Launched two channels, one about entrepreneurship (now 84,000 subscribers) and one about personal finance (now 27,000 subscribers). Created and sell a digital course teaching aspects of YouTube content creation.
  • Career Break
    Personal Goal Pursuit
    Career Break Mar 2020 - Aug 2022
    Sabbatical to focus on my kids before they left for college and to accompish a bucket list goal of earning an airplane pilot license and flying cross country.
  • Apervita, Inc.
    Interim Cfo
    Apervita, Inc. Aug 2021 - Sep 2021
    Chicago, Illinois, Us
    Assist CEO and Board in fundraising round and in managing the company's finances.
  • Mytaskit
    Chief Financial Officer, Secretary Of Board Of Directors
    Mytaskit Sep 2014 - Dec 2019
    West Palm Beach, Fl, Us
    MyTaskit is a venture-backed software company providing a work coordination application for businesses.Led finance, strategy, accounting, HR, tax, treasury, legal and customer onboarding. Secretary of the Board. Active Board participant. Raised capital, sold a division, established KPIs and product ROI. Involved in all aspects of the business including sales, marketing and product management.
  • Eon
    Cfo (Consultant)
    Eon Jun 2018 - Jan 2019
    Denver, Colorado, Us
    Eon is a venture-backed (including Mark Cuban) SaaS company providing medical information systems to hospitals. Created a finance function in support of the business' rapid growth by establishing financial planning and KPIs, advising on fundraising and business model, and hiring a full-time Controller.
  • Tgsm, Llc
    Founder
    Tgsm, Llc Nov 2010 - Aug 2014
    Launched and built two online education businesses.
  • Microedge
    Chief Financial Officer
    Microedge Jan 2010 - Oct 2010
    MicroEdge, a $30 million software company serving charity grant-making organizations, was purchased in late 2009 by Vista Equity Partners in a carve-out from Advent Software. Joined as the first CFO of newly stand-alone MicroEdge to build and lead the finance, accounting, HR and legal functions. Executed projects that markedly improved revenue growth and profitability (previously trending flat to down). Left MicroEdge when a new CEO was hired who moved the executive team to Minnesota.
  • Intralinks
    Svp Finance (#2 To Cfo)
    Intralinks Jul 2005 - Apr 2009
    New York, Us
    IntraLinks is a rapidly growing, private (VC and then Private Equity owned), international software (saas) company supporting the financial services industry and corporations around the world in the secure sharing of critical information across large groups of participants.Senior Vice President, FinanceDirected all aspects of finance and accounting including managing the finance systems team. Served as the CFO’s right-hand man. Recruited by the CFO, with whom I’d worked before, to help the company prepare for its IPO. Served on CEO’s Strategy Team to determine future plans and direction. Selected Accomplishments:• Facilitated revenue growth from $38M to $150M over three years by scaling the finance and accounting department from 8 to 35 employees, opening 15 international offices in Europe, Asia and South America, and enhancing systems and controls.• Key member of team involved in three equity sales: 1) IPO in 2005 (listing cancelled after S-1 filed and road show completed); 2) sold major equity stake to PE firm in 2006 at 2005’s IPO price; 3) executed LBO (sold the firm and raised $275 million in debt) in 2007 at 3x previous sale price.• Responsible for managing audits, tax prep, treasury, external reporting and all ad-hoc projects.• Managed the annual budget creation and monthly reforecasting process. Earned PE-dominated Board recognition for best budgeting and reporting among portfolio companies.• Spearheaded sales compensation plan redesign initiative, successfully launched in 2008.• Forged valuable relationship with Bank of America and achieved nearly $10 million-dollars in lease lines at excellent interest rates, resulting in cost-effective business financing.
  • Mckesson
    Executive Director, Business Development & Strategic Planning
    Mckesson Mar 2002 - Jun 2004
    Irving, Texas, Us
    Hired into a critical new role at a Software Division of McKesson to undertake strategic planning and business development and lead in the determination of the company’s future direction. Forged strategic partnerships by developing business cases and negotiating contracts. Improved business performance by creating metrics, analyzing competition and market share, and establishing action plans for growth. Selected Accomplishments:Drove 2-year revenue increase of $30 million (50% growth) with the following actions:• M&A: Secured $15M new revenue by initiating and recommending the acquisition of a competitor to eliminate key product shortfall, which acquisition was then completed.• Market Segmentation: Grew revenue $10M in 2 years by identifying and harnessing opportunity to enter and dominate a new market.• Product Management: Increased revenue $5M in 2 years by spearheading development and launch of new software product, adopted by industry leaders.
  • Webmd
    Cfo Medicalogic/Medscape’S Portal Division
    Webmd 1999 - 2002
    Us
    WEBMDPublic company, successor to MedicaLogic/Medscape. Leading provider of health information.CFO MedicaLogic/Medscape’s Portal Division (Medscape) Provided financial leadership through multiple mergers / acquisitions. • Completed the first 10-K and 10-Q SEC filings for Medscape post-IPO in early 2000.• Managed the first Medscape audit post-IPO and performed all controller activities. • Facilitated the sale of Medscape to MedicaLogic in early 2000 by participating in due diligence before the sale and then afterwards migrating accounting operations to MedicaLogic.• Played a lead role in the sale of Medscape to WebMD in late 2001 by developing financial models of the business, working with Lazard in creating the investment banking pitch books, leading all finance aspects of the road show by making all finance presentations to potential acquirers, and by working with the bankers and bidders to address all finance due diligence questions. • After the sale, managed the integration of Medscape into WebMD.• Undertook business development initiatives to expand WebMD through additional acquisitions.

Will Lee Skills

Strategy Strategic Partnerships Financial Modeling Product Management Mergers And Acquisitions Mergers Business Intelligence Budgets Start Ups Management Business Development Business Strategy Competitive Analysis Strategic Planning Budgeting Saas Executive Management Leadership Software As A Service International Expansion Pitch Books Sales Compensation Financial Analysis Financial Reporting Kpi Implementation

Will Lee Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Finance

Frequently Asked Questions about Will Lee

What company does Will Lee work for?

Will Lee works for Legalsifter

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

Will Lee's current role is Interim CFO for Carrick Capital Advisors.

What is Will Lee's email address?

Will Lee's email address is ww****@****hoo.com

What is Will Lee's direct phone number?

Will Lee's direct phone number is +156196*****

What schools did Will Lee attend?

Will Lee attended Cornell Johnson Graduate School Of Management.

What are some of Will Lee's interests?

Will Lee has interest in Sailing, Skiing, Photography, Investing.

What skills is Will Lee known for?

Will Lee has skills like Strategy, Strategic Partnerships, Financial Modeling, Product Management, Mergers And Acquisitions, Mergers, Business Intelligence, Budgets, Start Ups, Management, Business Development, Business Strategy.

Who are Will Lee's colleagues?

Will Lee's colleagues are Eric Reinert, Chad Roseburg, Matt Meiske, Cherryn-Paige Bissett, Isaac Hardman, Lisa Anagnostopoulos, Angela Catullo.

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