Jay Lee Email and Phone Number
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Finance professional with experience in financial planning, strategic and corporate finance advisory:- Senior finance executive at PE-backed company responsible for all financial and planning aspects- Successfully executed sale processes for PE-backed companies, both as operator as well as advisor- Mergers & acquisitions: buy-side and sell-side advisory / divestitures and spin-offs / leveraged buyouts / defense- Credit / Leveraged finance: high yield bond and syndicated loan origination and execution, fundamental credit analysis, relative value analysis, asset valuations- Financial planning: Strategic planning, development of corporate and business unit operating plans, budget development and management, financial analysis- Restructuring / liability management: Balance sheet restructuring, distressed capital structure reengineering, debt and equity exchanges and tenders- Equity capital markets: IPOs, follow-ons and secondary sell-downs, convertible bond offerings- Project finance, interest rate / foreign exchange / commodities hedging and other corporate finance advisory topics Experienced in business strategy, product development and business operations analysis as a management consultant at a global consultancy advising leading industrial and consumer retail clientsClient relationship development: Identified and developed new client opportunities in previously unaddressed industry sectors; guided first-time securities issuers on overall bond/equity issuance processes, assisted management teams with their transaction journeys and change implementationPrevious experience in development and implementation of technology / software solutions, business plan marketing and venture capital fundraising at a technology startupOver nearly two decades of experience in client-focused advisory and solution delivery businessesOngoing advisory work in technology and internet startupsBroad international experience: Lived, worked and grew up in 7 countries, including Korea, United Kingdom, Netherlands, France, India, Switzerland, United States
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Chief Financial OfficerSpectrum Vision Partners 2020 - PresentGarden City, New York, UsChief Financial Officer at Spectrum Vision Partners, a premier industry-leading ophthalmology growth platform headquartered New YorkResponsible for providing leadership and oversight of Spectrum Vision Partners and the accounting and financial operations of all its related entities.Oversees strategic planning, financial reporting, data analytics and performance management for the multi-site healthcare practice management platform, as well as providing thought leadership in M&A and corporate development activities of the firm.Serves as the primary liaison with the company’s Board of Directors, Clinical Governance Board, and senior management regarding its fiscal operations and requirements.
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Senior Vice President Of FinanceEnclara Pharmacia May 2017 - Sep 2020Philadelphia, Pa, UsInstrumental in executing and closing the sale of company, realizing outsize returns to PE-sponsor while establishing long-term growth and expansion platform for the companyOversee financial planning & analysis, corporate development and M&A, customer analytics, product pricing and other finance and data analytics functions for a PE-backed specialty pharmacy services providerConcurrently, oversee finance function of independently operated Healthcare Technology Startup subsidiary -
Head Of FinanceTurn-Key Health, Llc May 2018 - May 2020Financial oversight and strategic planning for a technology-enabled healthcare services provider
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Consultant And AdvisorFinancial Technology, Data Analytics And Content Delivery, E-Commerce Early Stage Startups Mar 2016 - Mar 2020Advised on business strategy, capital raising, financial planning, valuation, investor outreach, business development and product strategy for a number of early stage startups
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DirectorAccordion Partners 2016 - 2017New York, Ny, UsAdvised on sell-side M&A readiness, restructuring advisory and financial planning assignments as well as other strategic finance-related engagements for private equity backed clients across industries.Recent engagements include advising a PE-backed technology-driven education company on its financial restructuring, advising a healthcare services provider in its preparation for an M&A sell side process as well as participating in business development efforts to expand the firm's growing and market-leading strategic finance practice.Accordion Partners is a financial advisory firm focused on executing value-creation initiatives for private equity firms at their portfolio companies, particularly within Strategic Finance, Operational Accounting and Performance Improvement Services, in order to facilitate strategic decision-making within the Office of the CFO and across the executive suite. -
Director, Investment Banking - Global Industrials GroupCredit Suisse 2014 - 2015Zurich, ChProvided tailored M&A and financing advice and executed transactions for industrial clients of all sizes and growth stages through various macroeconomic and secular sector cycles, while continuing to expand breadth of client baseOriginated and executed transactions including those with unique capital structure considerations and challenged sector environments.Developed new client relationships and identified transaction opportunities in previously uncovered sectors and clients. Led or partnered with regional/sector heads on calling efforts on industrial, industrial technology, energy and metals & mining clientsEvaluated and advised on complex credit situations involving detailed analysis of covenants and credit metricsEngaged on a broad variety of M&A (portfolio asset M&A, corporate mergers, JV stake deals, sponsor monetizations) and financing mandates (high yield bonds and loan syndications, project finance, liability management consent solicitations, IPOs and follow-ons, convertible notes) -
Vice President, Investment BankingCredit Suisse 2011 - 2013Zurich, ChOriginated and executed a wide variety of M&A, leveraged finance and equity transactions Led transaction executions, including managing deal processes, collaborating with client senior management, communicating with investors, delivering complex financial analyses, supervising the drafting of transaction documentation, and coordinating joint efforts with various internal and external teams
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Associate, Investment Banking - Global Industrials GroupCredit Suisse 2007 - 2010Zurich, ChConducted financial analysis, drafted internal memoranda, authored marketing documents, conducted due diligence and coordinated deal-teams in transaction executions and advisory engagementsDeveloped detailed operating and financial models for valuation, credit analysis and investment returns evaluation of companies and assets
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Summer AssociateCredit Suisse 2006 - 2006Zurich, Ch
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Consultant, Strategy And Business Operations - Products Operating GroupAccenture 2001 - 2005Dublin 2, IeProvided management consulting services to leading corporations in Korea, focused in industrial, engineering and consumer products sectorsEvaluated the strategy, operations and business processes of clients and developed comprehensive recommendations to achieve strategic and operational objectives Engagement topics included product development strategy, manufacturing and business process optimization, product design and R&D strategy, knowledge content management -
Product Development - Wireless Software Solutions TeamAramaru 1999 - 2001Wireless internet software startup based in KoreaAs one of the original members of the startup team, jointly led the development of customized customer data analysis and media streaming solutions for wireless carriers while raising over US$1.5M in venture capital from early stage seed investors
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Analyst, New Solutions Development Team / Analyst, Ipo Task ForceZes En-Sys (Kosdaq:045510) Aug 1997 - Aug 2000IT solutions and systems engineering services provider based in Korea, publicly listed in KOSDAQ stock exchangeDeveloped IT software solutions for public sector clients; member of company’s IPO execution team
Jay Lee Skills
Jay Lee Education Details
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Columbia Business SchoolMaster Of Business Administration (Mba) -
Princeton UniversityMechanical & Aerospace Engineering
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International School Of GenevaInternational Baccalaureate Diploma
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American Embassy School, New Delhi, India
Frequently Asked Questions about Jay Lee
What company does Jay Lee work for?
Jay Lee works for Spectrum Vision Partners
What is Jay Lee's role at the current company?
Jay Lee's current role is Chief Financial Officer at Spectrum Vision Partners.
What is Jay Lee's email address?
Jay Lee's email address is yl****@****bia.edu
What is Jay Lee's direct phone number?
Jay Lee's direct phone number is +414433*****
What schools did Jay Lee attend?
Jay Lee attended Columbia Business School, Princeton University, International School Of Geneva, American Embassy School, New Delhi, India.
What skills is Jay Lee known for?
Jay Lee has skills like Investment Banking, Valuation, Financial Modeling, Corporate Finance, Mergers And Acquisitions, Capital Markets, Private Equity, Due Diligence, Lbo, Financial Analysis, Hedge Funds, Equities.
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