Peter Lee, Managing Principal
Peter is a Managing Principal of MERU and brings to clients a unique synthesis of data analytics, business, and finance expertise. Fluent in business and financial concepts as well as numerous computer programming languages, Peter bridges the gap between commercial and technical teams and helps organizations unlock enterprise value through data-driven strategies and cross-functional alignment.
Select Representative Experience
Implemented an automated ARR and customer retention reporting platform within a cloud-based data warehouse. Developed a customized reconciliation tool used to perform data clean-up on ~300 contracts. Identified manual process gaps and missed billing opportunities that resulted in reported ARR increases.
Implemented an automated ARR and customer retention reporting platform combining multiple source systems within a cloud data warehouse. Developed custom reconciliation tools to track the conversion of bookings to invoices and revenue, which identified opportunities to address invoicing and revenue leakage.
Developed a customer-level, gross profit analytics platform with a cloud data warehouse. Identified several high-usage customers generating low margins that represented meaningful upsell opportunities for the client.
Enabled the sale of the company by creating the sell-side financial model, producing supplemental financial information, and developing data sets that were critical for due diligence. Retained as the Company’s Interim VP FP&A post-sale.
Deployed revenue reporting infrastructure that enabled store-by-store analytics, forecasting and cohort analyses of repair shops. Additionally developed a budgeting and forecasting financial model on top of the revenue analytics platform.
Acknowledgements
Chartered Financial Analyst (CFA)