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Jeanne Lee

Director, FP&A

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About

Results-driven Finance Leader (CPA, CA) with 15 years of experience in the technology (SaaS) industry, specializing in accounting, finance operations, and FP&A. Key strengths and achievements include: Leadership • Led a 7-member finance operations team (AR, AP, Payroll), driving success through hands-on mentorship, strategic problem-solving, and team motivation. Fostered a collaborative environment that enhanced efficiency and achieved operational goals. Process Optimization and Automation • Brought accounting function in-house at Pixieset by implementing an ERP system, establishing end-to-end processes (procure to pay, record to report, month-end close), and converting books to GAAP basis within 4 months. • Scaled the finance function at Galvanize by implementing a new ERP system, and redesigning and automating processes, contributing to a $1B valuation prior to acquisition. Reporting and Data Analysis • Developed a detailed ARR model at Pixiest offering actionable insights into performance trends, aiding strategic decision-making. • Improved territory splitting methodology at Galvanize by integrating diverse data, enhancing the identification of high-potential customers by region. Collaboration • Led a cross-functional initiative to operationalize a new compensation plan for a targeted sales group. Managed the full process from quota setting to developing reports for the new performance metrics, ensuring seamless integration and alignment across teams.