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Juwon Lee

Chapter 11 fractional CFO. Former restructuring VP at AlixPartners. I provide the financial leadership that Chapter 11 debtors need — at a fraction of what large firms charge.

The Gap I Fill

Companies in Chapter 11 need professional financial reporting — Monthly Operating Reports, cash flow forecasts, Plan Confirmation exhibits, lender reporting packages. But the options are bad:

  • Large restructuring firms (AlixPartners, FTI, A&M) charge $500+/hour. Most Chapter 11 debtors can't afford it.
  • General fractional CFOs have no bankruptcy experience. They don't know what a Trustee expects to see.
  • CPAs and bookkeepers can fill forms but can't build the financial strategy behind them.

I bridge that gap. Large-firm restructuring expertise, delivered as a fractional CFO engagement.

Background

  • AlixPartners — Vice President. Large-scale Chapter 11 corporate restructurings.
  • The Princeton Review — CFO. Led a $27M turnaround (from $7M annual loss to $20M profit) and positioned the company for an approximately $300M exit.
  • Jefferies — Investment Banking. $4B+ in M&A and capital markets transactions.
  • Kellogg School of Management — MBA, Northwestern University.

What I Do

Full-scope Chapter 11 financial leadership. Sub V to mid-market:

  • Monthly Operating Reports — Form 425C (Sub V) or Form 426 (standard Ch.11), with full bank reconciliation
  • 13-Week Cash Flow Forecasting — Weekly liquidity projections for Trustees, lenders, and the court
  • Plan Confirmation Exhibits — Financial projections, feasibility analysis, and sensitivity modeling
  • DIP Budget Management — Debtor-in-possession budget compliance and variance reporting
  • Lender & Committee Reporting — Financial packages for secured creditors and creditor committees
  • Ongoing CFO Support — Budget modeling, variance analysis, and financial strategy through Confirmation and post-emergence

Engage Juwon

I work directly with bankruptcy attorneys, debtors, and their advisors on active Chapter 11 and Subchapter V matters. Engagements are confidential and structured as fractional CFO retainers, with scope tailored to the case.

Typical starting points:

  • Pre-filing feasibility — cash runway analysis, restructuring scenario modeling, and filing-readiness review
  • DIP financial reporting build-out — 13-week cash flow, MOR, lender and committee reporting package
  • Plan Confirmation support — projections, feasibility analysis, and sensitivity modeling for the Disclosure Statement and Plan
  • Post-emergence CFO transition — ongoing financial leadership through the first year after Confirmation
Request Confidential Consultation →

15-minute introductory call. All discussions are held in strict confidence.

Contact

Email: [email protected]
LinkedIn: linkedin.com/in/juwonlee-finance

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