Dana Lee

Dana Lee Email and Phone Number

Sr. Practice Director, Business Solutions. @ Averro
roseville, california, united states
Dana Lee's Location
Benicia, California, United States, United States
About Dana Lee

I lead a team of accounting and HR professionals who provide business services and financial solutions to a vibrant portfolio of nonprofit and for-profit clients. My experience in finance, accounting, operations and human resources includes industries from education, staffing, manufacturing, health care, SaaS, start-up, biotech, life sciences to non profit, religious orgs and consulting.Clear communication is my north star. Navigating change centered on caring, financial health and technical understanding helps me connect people with solutions. My role is to manifest right resources at the right time whether it's helpful advice or resources that bring just the right amount of power at the just the right time. Solutions for workload imbalance, inefficiencies, business optimization, KPI improvement, GAAP non profit and for profit accounting compliance, audit preparedness & oversight, financial modeling, change strategy or team development are all areas of expertise. I care about service. I believe nothing is accomplished alone and thrive by being a helpful bridge. From problem to solution, anything is possible when people work together to co-create and implement systems and processes that foster harmony, efficiency, and accuracy in the flow of constant change. I can both perform oversight and also roll up my sleeves to tackle finance and accounting technical evaluations and critical tasks. I excel at leadership with skills in both financial and verbal communication. Some ways I do that today are through writing and presenting financial assessments of businesses, SOP's and specialized MSA's and legal agreement drafts. I most enjoy nurturing strong relationships, listening and adjusting constantly to changing needs, and delivering tangible, on-time results that align with vision and goals.

Dana Lee's Current Company Details
Averro

Averro

View
Sr. Practice Director, Business Solutions.
roseville, california, united states
Website:
averro.com
Employees:
38
Dana Lee Work Experience Details
  • Averro
    Senior Practice Director
    Averro May 2022 - Present
    Benicia, California, United States
    * Strategic Financial and Cultural leadership of accounting and HR services practice benefiting a diverse portfolio of over 100 Clients.* Design, direct and implement practice standards and operation systems to maximize utilization and quality.* Cultivate business development pipeline in alignment with strategic goals.* Direct, assess, design and manage the Onboarding Process for all new Business Services Clients. * Co-Create financial systems and processes designed to help companies grow.* Review and prepare financial models for operational budgeting or forecasting.* Oversee Audit processes, Tax organizers, other due diligence requests.* Foster strong Client relationships throughout the team portfolio.* Serve as leader of a talented 21-member collegial team through presence, listening, research, training, edification, and coaching to foster personal and professional well-being and client satisfaction.* Spark new ideas for and provide Project Management for successful organizational change. * Provide Senior level guidance on client calls * Perform monthly team portfolio reviews regarding financial accuracy and integrity.* Service a Client portfolio to provide client success and be a backstop for colleagues when needed.
  • Denali Founder Consulting (Now Averro)
    Practice Manager And Controller
    Denali Founder Consulting (Now Averro) May 2022 - Present
    Bellevue, Washington, United States
    A fractional accounting and HR Consulting firm owned by Averro
  • Sutro Li
    Account Manager
    Sutro Li May 2020 - May 2022
    San Francisco Bay Area
    Accounting for Great Causes - Non Profit Accounting and CFO Services* Manage multiple NonProfit Accounting Clients in sync with an international remote team based in San Francisco, Canada, and Pune, India * Secure customer satisfaction for C-Level Executives, governance boards, client’s support staff and outside auditors. * Create and oversee client’s grant management systems, on-boarding of accounting systems, finance and accounting policies, cash management systems, etc.*Clarify, communicate and manage remote staff tasks to provide healthy momentum, accountability and oversight to achieve monthly, quarterly, annual accounting and finance deliverables. *Manage annual audits of multiple clients, in concert with client’s outside auditors, and ensure accurate, clean audited financials, grant reports and 990 filings within strict deadlines. * Develop client forecasting systems to meet complex needs including DRNA flows, DCAA and International government reimbursable grant specifics. * Train Client staff including CFO’s, accountants, etc as well as India based team to meet financial objectives and provide flow. * Monitor Scope of Work and fee structures for all Client services to maintain work equity, manage pricing and Client/internal staff needs and expectations. *Accounting project management with multiple teams to direct and implement new policies, procedures and information systems such as JIRAV, Xero, QBO, Expensify, bill.com, Plooto, Slack, myriad payroll systems and accounting methodology transitions.
  • One Heart Consulting
    Business Consultant
    One Heart Consulting Dec 2018 - May 2020
    San Francisco Bay Area
    * Serviced a portfolio of Non Profit Clients for fractional Controller services* Recruiting services for Prana Partners, hiring over 10 FP&A executives to provide remote services* Grant Writing servicing Non Profits in the San Francisco Bay Area
  • United Way Bay Area
    Accounting Supervisor
    United Way Bay Area Apr 2018 - Dec 2018
    San Francisco Bay Area
  • Terra Search Partners
    Business Manager/Controller
    Terra Search Partners Apr 2015 - Apr 2018
    San Francisco, California
    *Finance and accounting *Budget management*Office management*Human resources*Executive Search support
  • Sf Yoga Magazine
    Contributing Writer
    Sf Yoga Magazine Oct 2016 - Dec 2017
    San Francisco Bay Area
    Freelance Contributing Writer/Blogger
  • Pacific Eye Associates
    Controller
    Pacific Eye Associates Apr 2014 - Apr 2015
    San Francisco, California
    * Direct all finance and accounting for practice including Cash Management and Physician Compensation* Payroll administration* Human resources
  • Central Catholic High School
    Business Manager
    Central Catholic High School Dec 2000 - Dec 2014
    Modesto, California Area
    * Non-Profit Accounting * Supervision staff of 4 * Cash Management * Human Resources * Budget Development and Management* Risk Management* Sales & Use Tax and other regulatory reporting* A/R, A/P management* Co-educational high school with student population of approx. 500, interact with internal and external sources, wide range of volunteer groups, evening and weekends plus regular work week.
  • Horizon Ag-Products
    Controller
    Horizon Ag-Products Nov 1998 - Dec 2000
    Modesto, California Area
    • Direct all finance and accounting functions in this multi-state company.• Supervise staff of two to perform A/R, A/P, inventory control, collections, reporting, payroll, government reporting, asset recordkeeping.• Financial forecasting, budget control and development.• Daily cash management, utilizing lines of credit as needed seasonally.• Business information systems development, implementation, and oversight• Retirement plan administration.
  • Sutter Gould Medical Foundation
    Physician Services Manager
    Sutter Gould Medical Foundation Dec 1997 - Nov 1998
    Modesto, California Area
    • Manage all Accounting and Finance functions servicing over 141 multispecialty physicians.• Manage staff of five to facilitate the non-clinical functions of physician support, including physician credentialing, revenue coding, financial analysis, physician compensation determination, physician payroll, benefits administration, and physician recruitment/retention.• Administer $80 million dollar retirement plan.• Oversee and prepare Gould Medical Group financial statements.
  • Harris Moran Seed Company
    Finance And Accounting Manager
    Harris Moran Seed Company Oct 1986 - Nov 1997
    Modesto, California Area
    • Direct and motivate team of five to facilitate daily accounting operations for this $50million dollar global seed company, in multiple currencies, owned by French companies.• Promoted four times during tenure at Harris Moran, starting as an Accounting Assistant, then Staff Accountant, then Financial Analyst, then Finance and Accounting Manager.• Daily cash management and administration of $23 million dollar syndicated line of credit and multinational bank accounts. Direct and plan electronic banking and $32 million dollar accounts payable disbursements.• Prepare internal and external financial reporting, monthly income statement, balance sheet, detailed cost of goods sold, sales and margin reports, quarterly consolidated financial statements, and annual audited consolidated financial statements, French financial reporting package, and other various reports and special projects.

Dana Lee Education Details

Frequently Asked Questions about Dana Lee

What company does Dana Lee work for?

Dana Lee works for Averro

What is Dana Lee's role at the current company?

Dana Lee's current role is Sr. Practice Director, Business Solutions..

What schools did Dana Lee attend?

Dana Lee attended Saint Mary's College Of California.

Who are Dana Lee's colleagues?

Dana Lee's colleagues are Maribeth Defreese, María Regina Schanzenbach, Lindsay Colburn, Maribeth Mb Ong, Cameron Langridge, Adam Blosfield, Malorie Haynes.

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