Sam Lee is a Finance and Accounting Professional with more than 30 years of experience contributing to organizations ranging from venture-funded start-ups to large, public international companies. He has served as Controller, Director of Finance and Administration, Business Manager, and CFO in a variety of industries, including law, engineering, mass communications, environmental services, construction, real estate, Internet technology, non-profits, and government/defense contractors. Sam is also a Licensed Business Broker (DRE # 01371273) with the San Francisco /Alameda offices of Sunbelt Business Brokers, the largest organization of Business Intermediary with approximately 250 offices worldwide.
As a Consulting CFO, Sam is focused on helping small and mid-sized companies achieve their goals through effective financial planning, sound business strategy and informed, measurable decisions. Sam uses his business background and experience teaching finance and accounting to help business owners and their employees understand the relationship between the various business components and the financial health of the company.
Sam is a “hands-on” manager, and is dedicated to helping business owners do more than just achieve their earnings objectives. His goal is to empower business owners to make better financial decisions, and to identify and leverage all the opportunities available to them.
Sam holds an MBA, International Finance and a BS, Finance from Saint John’s University in New York. Sam is a member of CFMA (Construction Financial Management Association) and CABB (California Association of Business Brokers)
What we do Best
Area of Expertise
- Government contract compliance – FAR, DCAA, GSA, CAS
- Government overhead rate calculation and analysis
- Financial reporting – internal and external
- Cash management
- Risk management
- Debt/Equity financing
- Financial analysis
- Strategic planning
- Exit Strategy/Planning
- Expense reduction
- Working capital improvement
- Financial systems implementation
- Gross profit optimization
- Financial statements
- Audit planning and preparation
- Development of accounting and corporate policies and procedures
Let SF Bay CFO Manage the Numbers
Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.