Carol Lee, CFO

Professional Overview

Carol Lee is an accomplished finance executive with extensive experience driving strategic growth and operational excellence. As a seasoned CFO, she specializes in leading high-performing teams and implementing best-in-class financial processes to support the evolving needs of fast-paced technology companies.

Experience Summary

Current Roles

CFO at LogicMonitor (2022-01-01 to Present)

• Oversees all financial operations, including budgeting, forecasting, and reporting

• Serves as a strategic business partner, collaborating with cross-functional leaders to align financial strategies with organizational goals

• Spearheads the implementation of data-driven decision-making platforms to enhance financial visibility and efficiency

Operating Partner & Board Advisor at K1 Investment Management (2025-03-01 to Present)

• Provides financial expertise and operational guidance to K1's portfolio companies

• Advises on growth strategy, capital optimization, and process improvement initiatives

• Leverages deep industry knowledge to identify value-creation opportunities

Operating Partner & Board Advisor at Eltropy (2025-03-01 to Present)

• Offers strategic counsel and financial oversight to the executive team

• Collaborates on the development and execution of the company's long-term growth plan

• Ensures alignment between financial performance and operational objectives

Faculty & Mentor at PE-Xcelerate Executive Solutions (2023-11-01 to Present)

• Shares expertise in CFO-level responsibilities and best practices with aspiring finance leaders

• Provides personalized coaching and mentorship to support professional development

• Contributes to the design and delivery of executive education programs

Past Experience

Chief Financial Officer at Wrike (2020-02-01 to 2022-01-01)

• Spearheaded the company's successful acquisition by Citrix Systems, leading the financial due diligence and integration processes

• Implemented a robust financial planning and analysis framework to drive operational efficiency and support rapid growth

• Collaborated with the executive team to develop and execute the company's strategic roadmap

Academic Background

Carol holds a Bachelor of Science in Accounting from the University of California, Berkeley, and a Master of Business Administration from the University of Southern California's Marshall School of Business.

Areas of Expertise

• Financial operations and management

• Strategic planning and business transformation

• Mergers, acquisitions, and integrations

• Data-driven decision-making and performance optimization

• Cross-functional leadership and team building

Professional Impact

• Recognized as a strategic finance leader, driving operational excellence and sustainable growth for technology companies

• Instrumental in the successful acquisition of Wrike by Citrix Systems, navigating complex financial and integration challenges

• Actively engaged in the finance community as a mentor and educator, sharing insights and best practices with aspiring finance professionals

Conclusion

With her proven track record of financial leadership, operational acumen, and strategic vision, Carol Lee is poised to continue her impact as a transformative CFO and trusted advisor. Her commitment to driving operational efficiency, implementing data-driven decision-making, and aligning financial strategies with organizational objectives make her a valuable asset to high-growth technology companies.