Peter Lee

Strategic FP&A / Accounting / Data Analytics Consulting at LevelUp Financial Partners - San Francisco, CA, US

Peter Lee's Colleagues at LevelUp Financial Partners
Tara Brungardt

Manager, Accounting

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Kristen Contreras

Managing Director

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Laurie Mullins

Senior Manager, Accounting at LevelUp Financial Partners - an Array Company

Contact Laurie Mullins

Niket Khanna

Manager, Strategic Finance and Operations

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Matias Piatti

Associate

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Peter Lee's Contact Details
Email (Verified)
***@cfo.bi
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
San Francisco,California,United States
Company
LevelUp Financial Partners
Peter Lee's Company Details
LevelUp Financial Partners logo, LevelUp Financial Partners contact details

LevelUp Financial Partners

San Francisco, CA, US • 5 - 9 Employees
Technology Consulting/Tech Services

Our Mission is to up-tier traditional FP&A functions to empower data-driven decision making. We partner with growth companies to provide FP&A infrastructure, transaction preparation and business intelligence (BI) solutions. We have specific expertise with financial modeling and transforming legacy reporting packages into dynamic, automated outputs in Microsoft PowerBI. For SaaS companies, we offer a proprietary SaaS reporting platform - The S4 Reporting Framework. This unified framework for SaaS metrics reporting provides continuity, context and ties departmental metrics to higher-level valuation drivers. Additional components of our services:Consolidated BudgetsManagement PresentationsIntegrated Data ModelsRolling Monthly ForecastsAnalytics Highlighting Value DriversKPI DevelopmentMonthly Operating ReportsDiligence PrepBoard-Level VisualsData Prep & Clean UpLong-Term 3-Statement ModelsDeep-Dive Analytics

Information Technology and Services
Details about LevelUp Financial Partners
Frequently Asked Questions about Peter Lee
Peter Lee currently works for LevelUp Financial Partners - An Array Company.
Peter Lee's role at LevelUp Financial Partners - An Array Company is Strategic FP&A / Accounting / Data Analytics Consulting.
Peter Lee's email address is ***@cfo.bi. To view Peter Lee's full email address, please signup to ConnectPlex.
Peter Lee works in the Information Technology & Services industry.
Peter Lee's colleagues at LevelUp Financial Partners are Tara Brungardt, Kristen Contreras, Laurie Mullins, Niket Khanna, Matias Piatti and others.
Peter Lee's phone number is N/A
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