Ivy Lee

WORK HISTORY

EDUCATION

SKILLS

ABOUT IVY LEE

As a seasoned finance executive with over 25 years of experience, I have a proven track record of driving financial performance, revenue growth, and cost savings. My expertise spans financial planning and analysis, financial operations, and leadership, with a strong focus on building a culture of transparency, collaboration, and trust. I have led cross-functional teams and built relationships with key stakeholders, including software providers, treasury managers, lawyers, and tax professionals.Throughout my career, I have demonstrated my ability to balance strategic and operational objectives, implementing process improvements and system integrations that drive efficiency and effectiveness. Notable achievements include developing and leading financial operations for two related-party companies, implementing ERP conversions and integrations, building out automated AP and Managed Pay functions, and monetizing credit card spend. I am confident in my ability to leverage my expertise to drive growth and success in the SaaS industry, and I am excited to bring my skills and experience to a new challenge.Accomplishments aside, here is who I am as a leader:My Leadership Philosophy: Making My Team Unstoppable• Confidence Boost: When my team feels good, we all win! I\'m their biggest cheerleader.• Obstacle Crusher: I tackle obstacles head-on, clearing the way for my team to shine.• Co-conspirators in Success: I\'m always ready to roll up my sleeves and collaborate.• The Transparency Advantage: When you\'re in the know, you feel like you\'re part of the crew.• Constructive Conversations: I strive for balance in my feedback, a perfect harmony between praise and improvement suggestions• Personalized Leadership: My Golden Rule: I manage people the way they want to be managed – meet people where they are.Building SuccessTo build a successful practice, I follow these simple rules:• Stay Ahead of the Curve: I stay informed and adapt quickly to changes across the organization.• Long-term Focus: I keep an eye on both short-term and long-term goals because hindsight is 20/20• Tools for Success: I build tools and processes that help us thrive today and tomorrow.• Collaborative Spirit: I believe that no one knows everything, so I surround myself with awesome resources to level up our game.• Risk Taker: I acknowledge potential risks but don\'t let them paralyze me – life is too short for that!• Adaptability: I\'m always learning and adjusting our approach because life is full of surprises!