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

Verified Expert  in Finance

Finance Expert

Location
San Francisco, CA, 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 one of the largest private equity firms in the world and executed over $3 billion in transactions. He has also been the interim CFO for several high-growth SaaS startups. 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
ChannelMeter
Fractional CFO
Socium Media

Case Studies

Work Experience

Fractional CFO

2022 - PRESENT
ChannelMeter
  • Oversaw the professionalization of finance operations and streamlined reporting and analytical needs.
  • Partnered with the CEO to improve investor relations and drive shareholder alignment on a long-term vision.
  • Built an operating model using internal KPIs and financial data to guide decision-making.
  • Identified savings and collectible receivables that increased runway by eight months.
Focus areas: Board of Directors, Budgeting, Financial Modeling, Investor Relations, Financial Planning & Analysis (FP&A), CFO

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, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L)

Founder | Fractional CFO

2022 - PRESENT
Self-employed
  • Served as fractional CFO for various businesses, including revenue-generated VC-backed B2B SaaS startups.
  • Founded a software startup and raised a $2 million seed round from a venture capital fund.
  • Assisted a CPG business with its financial strategy and pitch to private equity investors on a potential partnership.
  • Supported a searcher in building its financial model for a roll-up of the insurance industries, leading to the successful close of the 1st acquisition.
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, M&A (Sell-side), Negotiation, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L)

Vice President

2020 - 2022
Private Equity
  • Led a PortCo's add-on acquisition that increased equity value by around $50 million and paved the way to one of the most successful exits in fund history.
  • Recapitalized a B2C SaaS business to return nearly $100 million to various stakeholders.
  • Built a junior team of six professionals, including hiring, staffing, and evaluating, while developing a training program to decrease ramp and increase effectiveness.
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, M&A (Sell-side), Negotiation, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L)

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, Negotiation, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L)

Associate

2016 - 2018
Private Equity
  • Supervised commercial due diligence, debt capital fundraising, and investment memo preparation for the platform buyout of a nearly multi-hundred 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, M&A (Sell-side), Negotiation, Budget Modeling, Internal Financial Reporting, Profit & Loss (P&L)

Analyst

2014 - 2016
Investment Bank
  • Supported a Fortune 500 enterprise in divesting a non-core business unit focused on engineering and construction services.
  • Assisted in a healthcare testing company's broad auction sale process and led the financial modeling and due diligence workstreams.
  • Coordinated across internal teams (valuation, corporate finance, debt, and sponsor) to meet client needs.
Focus areas: Mergers & Acquisitions (M&A), Corporate Development, Budget Modeling, Profit & Loss (P&L)
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

Finance

Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Due Diligence, Debt Raises, Financial Modeling, Private Equity, Forecasting, Revenue & Expense Projections, Three-statement Modeling, Budgeting, M&A (Buy-side), Pro Forma Financial Statements, Internal Financial Reporting, Profit & Loss (P&L), Fundraising, Valuation, CFO, Credit/Debt, Cash Management, Controller, Cash Flow Modeling, M&A (Sell-side), M&A Modeling

Industry Expertise

Venture Capital, Healthcare

Other

Strategic Planning & Execution, Corporate Development, Investment Banking, Finance, Leveraged Buyout (LBO), Excel Expert, Business Models, Term Sheet Advisory, Business Planning, Business Modeling, Due Diligence Consultant, M&A Due Diligence (Financial), Financing, Analysis, Pitch Decks, Negotiation, Budget Modeling, Hiring, Post-merger Integration, Equity Investment, Management, Strategy, SaaS, Debt Financing, Business Plan Consulting, Software as a Service (SaaS), Cash Flow Management, Board of Directors, Startups, Go-to-market Strategy, M&A Strategy, Investor Relations

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