James Lee
Chief Financial Officer | Perry Weather | SaaS | Private Equity Portfolio Company | FP&A
- Role
- Chief Financial Officer at Perry Weather
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About James Lee
C-level Finance and Operations executive who has led several company exits and turnarounds. Has held senior level positions at SaaS and services companies as well as in financial advisory. Previous corporate finance and strategy background at investment banking and consulting organizations. Operates business with a pragmatic and methodical approach. Rationalizing operations to improve margins and structuring sales to drive growth. Focus on developing process, leveraging systems, building capable teams and driving accountability.Data-driven leader with CFO and COO experience across multiple disciplines delivering early and long-term sustainable results for organizations. Believes process, data transparency, discipline, maintaining a client-forward view, cultivating strong employees with the nuance of people management is the key to success.Experience: corporate finance, operations, M&A advisory, valuation, financial & operational modeling, strategic consulting, private equity secondaries, post-transaction integration, liquidity management, revenue recognition; human capital, performance (KPI) measurement and monitoring, FP & A, human capital, legal, sales ops
Experience
Chief Financial Officer
Jan 2025 — Present · Dallas, TX, US
Perry Weather is a rapidly growing software and technology company focused on serving industries where weather safety and communication is a priority and precision, accuracy and efficiency is paramount. We believe in hiring to culture and managing to core pillars that move the company forward effectively. PW is backed by Arthur Ventures.
Education
Texas McCombs School of Business
BBA, Finance
Skills
- Lbo
- Valuation Analysis
- Financial Services
- Business Valuation
- Emerging Markets
- Investments
- M&a Experience
- Private Equity Secondaries
- Acquisitions
- Due Diligence
- Hedge Funds
- Executive Management
- Business Planning
- Valuation
- Funding
- Venture Capital
- Financial Advisory
- Capital
- Corporate Finance
- Corporate Development
- Strategy
- Private Placements
- Investment Banking
- M&a Advisory
- Alternative Investments
- Financial Analysis
- Mergers & Acquisitions
- Analytical Skills
- Financial Modeling
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