Kwang Lee, MBA in

Kwang Lee, MBA

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Managing Director, Global Head of Financial Planning & Analysis at Gen II Fund Services
📍 New York City Metropolitan Area, United States

Kwang is a Global Head of Financial Planning & Analysis with deep expertise in leading FP&A functions for multinational, private equity-backed companies. His career spans SaaS, Financial Services, and Healthcare, with a focus on M&A, IPOs, and ERP system implementations. He holds an MBA from Rutgers Business School.

His career path is unique, having started as a scientist before transitioning into finance. This background provides him with a distinct analytical and innovative perspective on business strategy and problem-solving, which is reflected in his work on financial infrastructure and process improvement.

Unique fact: Kwang holds patents related to laundry care from his time as a product development scientist.

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Experience
15 Years
Current Role
Managing Director, Global Head of Financial Planning & Analysis
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kwang cares about

PE Value Creation
He has extensive experience leading finance for private equity-backed firms, including Gen II, Zelis Healthcare, and ConvaTec, with a focus on increasing enterprise value.
ERP & Systems Implementation
His profile highlights expertise in developing and implementing best-in-class financial processes and systems, including various Tier 1 and Tier 2 ERPs.
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Career

Work history

2-2024
Managing Director, Global Head of Financial Planning & Analysis
Gen II Fund Services
1-2018 - 11-2023
VP, Financial Planning & Analysis
Zelis Healthcare
9-2015 - 12-2017
VP, Global Financial Planning & Analysis
ConvaTec
6-2014 - 9-2015
Director of Financial Planning & Analysis
Intercept Pharmaceuticals
3-2010 - 3-2014
Associate Director of Finance
Allergan
In the press

Media appearances

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Education
Master of Business Administration (MBA)
Rutgers Business School
Bachelor of Arts (BA)
Bucknell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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