James Lee

Senior Director @EY-Parthenon

Los Angeles, CA, US
EMAILS
j••••••••@alvarezandmarsal.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

Senior Director @EY-Parthenon

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Los Angeles, CA, US

EDUCATION

2010 — 2011

University of Southern California

Master's degree, Business Taxation

2017 — 2020

UCLA Anderson School of Management

Master of Business Administration (MBA), Fully Employed Program

2007 — 2011

University of Southern California

Bachelor of Science (BS), Accounting

SKILLS

Supply Chain OperationsProcure-to-PaySupplier Risk ManagementSupplier Relationship ManagementData AnalyticsOutsourcingOperating ModelsUs GaapAccountingFinancial AccountingTaxMicrosoft ExcelCorporate TaxTax AdvisoryTax AccountingInternal ControlsFinancial ReportingCpaGaapAuditingManagementMicrosoft OfficePowerpointFinancial AnalysisAnalysisProject ManagementBusiness Process ImprovementConsultingData AnalysisSupply Chain ManagementStrategy

ABOUT JAMES LEE

Strategy and program management professional helping companies realize their strategic visions and initiatives. Cross-disciplined and highly motivated with a proven aptitude to think creatively, solve complex problems and achieve superior results.With over 14 years of experience in performance improvement and transaction advisory, I support private equity and Fortune 500 clients within software, technology, and business services sectors. My specialty lies in assisting c-suite management with M&A, growth strategy, and business transformation.I lead M&A strategy engagements throughout the deal lifecycle, including operational due diligence, integration and separation planning & execution, and performance transformation centered around value creation. Key areas of focus include standalone cost and synergy assessments as well as establishing and leading cross functional transformation programs to seamlessly plan and realize strategic initiatives. As an experienced professional, I excel in collaborating with all levels of management, developing high-performing teams, and taking bias towards action. I lean into data and analytics to drive speed to insights, and leverage both my industry and consulting experience to drive performance excellence with an operator\'s mindset.Specialties:Business Transformation & Performance ImprovementChange ManagementOperating Model Design Operational Due Diligence Standalone Cost AssessmentCarve-Out Planning & ExecutionSynergy Assessment & RealizationIntegration Planning & Post-Merger IntegrationMargin Expansion & SG & A Cost ReductionIndustries:Software, Technology, Media & Entertainment, Consumer Products

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