How I can help you

I can help you improve financial and operating performance. As a finance executive with 18+ years of experience in diverse industries, I have helped organizations from the Fortune 500 (Bank of America, AIG, Amgen) to a high growth startup (MedMen) with their budgeting, cash flow forecasting, strategic planning, and reporting and analytical needs. Im passionate about developing the infrastructure and talent required to support a scaling business and improve the quality of decisions and service.

Areas of Expertise

  • Accounting & Cash Flow
  • Business Plans / Startup Assistance
  • Operations
  • Strategy & Planning

Industry Experience

  • Finance & Insurance
  • Manufacturing
  • Professional, Scientific, & Technical Services
  • Retail Trade

David Lee

Communication Methods

  • Email
  • In Person
  • Phone
  • Video