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

Size of Company
Industry
Role and Impact
$600M
Enterprise Software

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. 

$200M
Healthcare Software

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.

$200M
Enterprise Software

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.

$100M
Cybersecurity

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.

$2B
Automotive Repair

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)

Peter Lee
Managing Principal
San Francisco