Lee Alcorn

Chief Financial Officer at Good Life Companies

Role: Chief Financial Officer at Good Life Companies
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Lee Alcorn

Innovative Finance Executive with 20+ years driving large-scale transformation and sustainable growth across Fortune 500 firms and private companies. Consistently delivers breakthrough results through sophisticated financial modeling and digital innovation, having scaled revenue to $130M+ and launched multiple product lines generating $15M+ in new revenue streams. Known for building diverse, high-performing teams that transform operations through strategic vision and cutting-edge FinTech solutions. Dynamic leader who champions inclusive excellence while maximizing profitability and executing high-impact growth strategies.Core CompetenciesFinancial Strategy | Corporate Finance | Mergers & Acquisitions (M&A)| P&L Management | Financial Technology (FinTech)| Digital Transformation | Revenue Growth | Business Intelligence | Strategic Planning | Financial Analysis | Cost Optimization | Due Diligence | Risk Management | Private Equity | Board Relations | Investor Relations | Strategic Leadership | Financial Operations | General Ledger Management | Financial Forecasting | Budget Management | GAAP Compliance | Regulatory Compliance | Change Management | Team Development | Stakeholder Management | Client Relationship Management | Corporate Philanthropy

Experience

Chief Financial Officer
Good Life Companies
Aug 2022 — Present · Reading, PA, US
Recruited to provide executive leadership, financial management, and establish long-term financial strategy for Good Life Companies, serving 210+ financial advisors overseeing $13B + in assets across 4 RIAs (registered investment advisors) for 85k + client accounts generating $130M+ of gross revenue annually. Realigns internal processes, introduces department and investment budgets, and fosters financial literacy to drive scalable growth. Oversee all aspects of financial activity, tax planning and financial IT systems to provide detailed analysis and recommendations to drive success.

Education

Virginia Tech
Bachelor of Science - BS, Finance
Virginia Tech
Bachelor of Arts - BA, Political Science

Skills

General Ledger
Business Planning
Forecasting
Analysis
Accounts Receivable
Strategic Financial Planning
Business Analysis
Accounting
Gaap
Account Reconciliation
Financial Analysis
Financial Reporting
Sox
Financial Planning
Budgets
Finance
Financial Modeling
Business Process Improvement
Sarbanes-Oxley Act
Process Improvement
Financial Forecasting
Us Gaap
Internal Controls

Contact information

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Work email
l••••••••@goodlifeco.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Good Life Companies

Financial Services · 120 employees · Founded 2012 · Celebration, Florida, United States

Our mission is to help more Americans and business owners achieve their version of the Good Life. We do that by serving independent advisors, helping them stay focused on their priorities and goals by making it easy for them to focus on their clients. Good Life offers a comprehensive platform of services and solutions that empower independent financial advisors throughout the lifecycle of their business, including a turnkey platform to launch their business; services to manage the practice; investment management, financial planning, and insurance services to grow their client relationships; and partnership to support strategies for growth and monetization. Securities offered through LPL Financial Member Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Companies and Good Life Advisors, LLC, are separate entities from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

goodlifeco.com

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