Lee Westerfield is an experienced financial executive with a proven track record of driving growth and operational excellence across the technology and healthcare sectors. As the Interim Chief Financial Officer (CFO) at Veradigm®, he leverages his deep expertise in strategic financial planning, capital allocation, and M&A integration to guide the company's financial strategy and support its continued success.
Experience Summary
Current Role
As the Interim CFO of Veradigm®, Lee is responsible for overseeing the company's financial operations, including financial reporting, budgeting, and strategic decision-making. He has played a key role in streamlining financial processes, implementing data-driven decision-making, and aligning financial objectives with the organization's long-term growth goals.
Career Progression
Prior to his current role, Lee held several senior financial positions, including CFO at Clearsense, a HealthTech enterprise SaaS company, and Aetion, a leading HealthTech SaaS provider. He also served as the CFO and Executive Director at Uphold Inc., a FinTech platform-as-a-service (PaaS) company, where he was instrumental in driving the company's financial strategy and expansion.
Earlier in his career, Lee held investment banking and equity research roles at BMO Capital Markets and Jefferies LLC, where he specialized in the internet, media, and digital media industries. His extensive experience in these sectors has equipped him with a deep understanding of technology-driven business models and the ability to navigate complex financial and operational challenges.
Academic Background
Lee holds a Bachelor's degree in Economics from the University of Pennsylvania, where he graduated with honors.
Areas of Expertise
- Strategic financial planning and analysis
- Capital allocation and M&A integration
- Financial reporting and controls
- Enterprise risk management
- Budgeting and forecasting
- Investor relations and capital markets
Professional Impact
During his tenure as CFO at Clearsense, Lee played a pivotal role in driving the company's financial performance and securing growth capital to fund strategic initiatives. At Uphold Inc., he spearheaded the company's transition to a sustainable, profitable business model and successfully led the integration of several acquisitions.
Conclusion
With his comprehensive financial expertise, industry knowledge, and proven leadership abilities, Lee Westerfield is well-positioned to drive Veradigm®'s financial strategy and contribute to the company's continued growth and success. His strategic approach and commitment to operational excellence make him a valuable asset to the organization.
