PM Business Advisors LLC, an independent business and tax advisory services firm with offices in New York, New Jersey, and California, welcomes Jason Lee as Chief Operating Officer. Lee will oversee strategy, operations, IT, HR, and business development and will drive operational efficiencies, digital transformation, and growth for the firm.
Lee brings over 16 years of leadership experience in the financial services and technology industry working with the largest retailers and commercial businesses across the US, Canada, and Europe. Lee possesses a unique combination of skills in recovery audit, data analytics, IT, and client relationships. He also sits on various advisory boards in the financial services, non-profit, technology, and start-up areas and is an active member of the Project Management Institute organization. Before joining PMBA, Lee was the Global PMO and Deputy CIO at PRGX accountable for the IT strategy, P&L, global PMO, and escalation management. Before PRGX, Lee managed the global recovery audit accounts for retail, commercial, and contract compliance at Connolly which included client account management, operational efficiencies, technology, and data analytics.
“I am excited to be a part of PMBA’s talented family and look forward to growing the business and helping our clients,” says Lee. “With complex matters centering around sale tax compliance, ongoing leakage in source-to-pay, missed R&D credits and Cost Segregation deductions, clients deserve the experts at PMBA to help them maximize their bottom line. This is an exciting time as we have game-changing plans to disrupt this industry.”
“PMBA has reached a crucial point in its growth lifecycle,” says Chris Vignone, CEO. “Jason’s experience and leadership will help PMBA rapidly expand over the next 3 – 5 years. In particular, PMBA is making a major investment in our technology platform, and we look forward to leveraging Jason’s technology and industry experience to make PMBA the go-to company in the recovery industry.”
PMBA is happy to have Jason Lee joining our team. And we look forward to growing with him.