Dana Lee Email & Phone Number

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.

Bellevue, Washington, United States

A fractional accounting and HR Consulting firm owned by Averro

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.

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

San Francisco Bay Area

San Francisco, California

*Finance and accounting *Budget management*Office management*Human resources*Executive Search support

San Francisco Bay Area

Freelance Contributing Writer/Blogger

San Francisco, California

* Direct all finance and accounting for practice including Cash Management and Physician Compensation* Payroll administration* Human resources

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.

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.

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.

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.