Ivy Lee
Simi Valley,CA
Summary
Senior finance executive with over 20 years of experience in financial strategy, operational transformation, and scalable infrastructure for growth-stage and mid-market companies. Expertise includes FP&A, accounting operations, cash management, ERP implementations, tax strategy, and M&A readiness. Proven leader in modernizing systems and building high-performing teams to enhance profitability and operational discipline.
Overview
27
27
years of professional experience
Work History
Director of Finance
CareCloud Holdings, Inc.
Somerset, NJ
08.2025 - Current
- Led finance transition and integration of Medsphere accounting, AR/AP, and billing into Oracle and proprietary systems, enhancing data management and reporting accuracy.
- Developed and aligned processes with parent-company standards, ensuring operational consistency and accuracy across finance functions.
Consultant
Medsphere Systems Corporation
Sandy, UT
08.2025 - Current
- Managed wind-down activities, ensuring thorough tax return review, account reconciliation, and regulatory compliance.
- Provided strategic guidance to mitigate risk and ensure orderly closure of operations.
- Coordinated financial and cash-related matters, facilitating smooth transition between buyer and remaining entity.
Vice President of Finance
Medsphere Systems Corporation
Sandy, UT
09.2024 - 08.2025
- Directed daily accounting operations and partnered with the CFO and auditors to deliver timely, successful audits.
- Strengthened GAAP compliance (ASC 606, ASC 842, CECL) and improved monthly/quarterly reporting through streamlined NetSuite integrations.
- Performed weekly cash-flow analysis to support operations during severe liquidity constraints.
- Provided analytical and operational support during due-diligence reviews for potential transactions.
- Oversaw state and federal tax filings, coordinating workflows with external CPA firms to ensure accuracy and compliance.
- Managed sales-tax vendor relationships to improve filing accuracy, reconciliation, and billing processes.
- Led AP, AR, payroll, billing, and corporate finance teams, aligning priorities and driving operational efficiency.
Vice President of Finance
vCom Solutions Inc.
San Ramon, CA
01.2008 - 12.2024
- Built and led the finance function supporting growth to $60M+ revenue across multiple business lines.
- Oversaw monthly close, FP&A, accounting operations, treasury, and related-party financing activities.
- Directed ERP and billing system integrations to centralize reporting across divisions and brands.
- Implemented AP automation, managed-pay programs, and expense systems (Concur, Divvy) to improve efficiency and financial controls.
- Led multi-state tax compliance, reduction strategies, and Quality of Earnings preparation for M&A events.
- Built and developed a high-performing finance team with long-term retention and deep institutional knowledge.
Business Manager / Associate
IA Interior Architects
, San Francisco / Los Angeles
01.1999 - 12.2004
- Managed multi-location accounting, cost management, and project billing operations, improving billing accuracy and accelerating revenue recognition.
- Directed team performance, enhanced reporting, and served as HR and payroll lead for supported offices.
- Oversaw tax compliance, contract administration, and vendor negotiations to strengthen financial controls.
Education
B.S. - Business Management
University of Phoenix
Skills
- Financial Strategy & FP&A
- Accounting Operations
- Cash Flow & Treasury
- ERP Implementations (NetSuite, Oracle, Concur, Divvy)
- Revenue Recognition (ASC 606)
- Lease Accounting (ASC 842)
- CECL
- Tax Strategy & Multi-State Compliance
- Pricing & Revenue Optimization
- Contract Negotiation
- M&A Support & Due Diligence
- Team Leadership
- Cross-Functional Collaboration
Languages
Fluent in Filipino / Tagalog
Professional And Civic
- Women in the Channel
- Habitat for Humanity
- Junior Achievement
- Environmental Traveling Companions
Selected Achievements
Led multiple ERP conversions (QuickBooks → NetSuite in 5 months; NetSuite → Oracle in 6 months), including integrations, billing platforms, and expense systems—reducing close time, improving cash visibility, and enabling KPI-driven decision-making., Monetized finance operations through automated AP/managed-pay programs and credit-card spend strategies, generating $500K+ incremental income. Maintained DSO ≤ 35 days across multiple business cycles, preserving liquidity and strengthening working-capital efficiency., Executed multi-state tax strategies across 45+ states, capturing R&D credits, managing SALT exposure, and supporting PPP and ERTC programs—yielding multi-million-dollar benefits., Supported multiple due-diligence events, Quality of Earnings reviews, and restructuring/sale preparations, elevating GAAP compliance and audit readiness., Designed financial models, dashboards, and reporting frameworks that improved executive visibility and simplified audit and shareholder reporting.
Timeline
Director of Finance
CareCloud Holdings, Inc.
08.2025 - Current
Consultant
Medsphere Systems Corporation
08.2025 - Current
Vice President of Finance
Medsphere Systems Corporation
09.2024 - 08.2025
Vice President of Finance
vCom Solutions Inc.
01.2008 - 12.2024
Business Manager / Associate
IA Interior Architects
01.1999 - 12.2004
B.S. - Business Management
University of Phoenix