John Lee, Finance Expert in San Francisco, United States
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John Lee

Verified Expert  in Finance

Finance Expert

Location
San Francisco, United States
Toptal Member Since
July 27, 2022

John is a Wharton graduate with nearly a decade of a progressive finance career. He worked at H.I.G. Capital, one of the largest private equity firms in the world, and executed over $3 billion in transactions. John joined the Toptal network to task on challenging projects with driven operators, entrepreneurs, and investors. He previously worked with both early-stage companies nationwide and large enterprises with billions in revenue.

Career Highlights

Fractional CFO
Socium Media

Case Studies

Work Experience

Fractional CFO

2022 - PRESENT
Socium Media
  • Built the finance function, including hiring accountants, creating and operationalizing processes, preparing for audits, and enhancing reporting.
  • Developed long-term strategy and planning alongside founders and explored existing strategic alternatives.
  • Assisted in the company's professionalization, including updating incentive structures and partnering with divisional leaders to better align company strategy with people and operations.
Focus areas: CFO, Corporate Development, Mergers & Acquisitions (M&A), Budgeting, Strategy, Finance, Business Models, M&A (Buy-side), Term Sheet Advisory, Business Planning, Business Modeling, Cash Management, Controller, Due Diligence Consultant, M&A Due Diligence (Financial), Pro Forma Financial Statements, Cash Flow Management, Cash Flow Modeling, Pitch Decks

Founder and Fractional CFO

2022 - PRESENT
Self Employed
  • Served as the interim CFO for various businesses, including a B2B SaaS startup with around $6 million in ARR.
  • Founded a software startup and raised a $2 million seed round from a venture capital fund.
  • Assisted a winery in strategy and built a financial model for its pitch to private equity investors on a potential partnership.
Focus areas: CFO, Board of Directors, Corporate Development, M&A Strategy, M&A Modeling, Fundraising, Startups, Business Models, Budgeting, M&A (Buy-side), Term Sheet Advisory, Business Planning, Business Modeling, Controller, Due Diligence Consultant, M&A Due Diligence (Financial), Pro Forma Financial Statements, Analysis, Pitch Decks

Vice President

2020 - 2022
H.I.G. Capital
  • Supervised the add-on acquisition of a tech services company to increase $50 million of equity value and pave the way to one of the most successful exits in the fund's history.
  • Recapitalized a B2C SaaS business to return nearly $100 million to various stakeholders.
  • Built the junior team of six associates, including hiring, staffing, and evaluating, while developing a training program to decrease ramp time to two weeks.
Focus areas: Mergers & Acquisitions (M&A), Fundraising, Debt Raises, Hiring, Financial Modeling, Valuation, Board of Directors, Post-merger Integration, Management, Investment Banking, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Strategy, CFO, SaaS, Debt Financing, Finance, Leveraged Buyout (LBO), Credit/Debt, Business Plan Consulting, Software as a Service (SaaS), Startups, Excel Expert, Venture Capital, Business Models, Budgeting, M&A (Buy-side), Term Sheet Advisory, Healthcare, Business Planning, Business Modeling, Cash Management, Due Diligence Consultant, M&A Due Diligence (Financial), Pro Forma Financial Statements, Cash Flow Management, Cash Flow Modeling, Financing, Analysis, Pitch Decks

Director of Finance

2018 - 2020
Trace3
  • Built the FP&A function from scratch to a team of three while leading a service billing team of two.
  • Designed and executed the company's first long-term strategic planning and budgeting process to steer the continued transition toward greater accountability and financial stewardship.
  • Supported the RFP process to select key supplier partnerships, extending net payment terms by 15 days and increasing volume rebates by several million annually.
Focus areas: Financial Planning & Analysis (FP&A), Strategic Planning & Execution, Corporate Development, Debt Raises, Hiring, Financial Modeling, Post-merger Integration, Management, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Strategy, Debt Financing, Finance, Leveraged Buyout (LBO), Credit/Debt, Go-to-market Strategy, Excel Expert, Business Models, Budgeting, M&A (Buy-side), Term Sheet Advisory, Business Planning, Business Modeling, Cash Management, Controller, Due Diligence Consultant, M&A Due Diligence (Financial), Pro Forma Financial Statements, Cash Flow Management, Cash Flow Modeling, Financing, Analysis

Associate

2016 - 2018
H.I.G. Capital
  • Supervised commercial due diligence, debt capital fundraising, and investment memo preparation for the platform buyout of a nearly $600 million revenue business.
  • Built a portfolio company's corporate development framework and process, reviewing over 150 potential targets and acquiring two competitors.
  • Assisted in a business services company's liquidation and bankruptcy process to manage cash flow and organize stakeholder communication, nearly returning the entire principal to the senior lender.
Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Due Diligence, Fundraising, Debt Raises, Financial Modeling, Valuation, Post-merger Integration, Investment Banking, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Strategy, SaaS, Debt Financing, Finance, Leveraged Buyout (LBO), Credit/Debt, Business Plan Consulting, Software as a Service (SaaS), Excel Expert, Venture Capital, Business Models, Budgeting, M&A (Buy-side), Term Sheet Advisory, Healthcare, Business Planning, Business Modeling, Cash Management, Due Diligence Consultant, M&A Due Diligence (Financial), Pro Forma Financial Statements, Cash Flow Management, Cash Flow Modeling, Financing, Analysis, Pitch Decks
2012 - 2014

Master's Degree in Biomedical Engineering

University of Pennsylvania - Philadelphia, PA, USA

2010 - 2014

Bachelor's Degree in Finance

The Wharton School of the University of Pennsylvania - Philadelphia, PA, USA

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