Dana Lee Email and Phone Number
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.
Averro
View- Website:
- averro.com
- Employees:
- 38
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Senior Practice DirectorAverro May 2022 - PresentBenicia, 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. -
Practice Manager And ControllerDenali Founder Consulting (Now Averro) May 2022 - PresentBellevue, Washington, United StatesA fractional accounting and HR Consulting firm owned by Averro -
Account ManagerSutro Li May 2020 - May 2022San Francisco Bay AreaAccounting 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. -
Business ConsultantOne Heart Consulting Dec 2018 - May 2020San 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
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Accounting SupervisorUnited Way Bay Area Apr 2018 - Dec 2018San Francisco Bay Area -
Business Manager/ControllerTerra Search Partners Apr 2015 - Apr 2018San Francisco, California*Finance and accounting *Budget management*Office management*Human resources*Executive Search support -
Contributing WriterSf Yoga Magazine Oct 2016 - Dec 2017San Francisco Bay AreaFreelance Contributing Writer/Blogger
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ControllerPacific Eye Associates Apr 2014 - Apr 2015San Francisco, California* Direct all finance and accounting for practice including Cash Management and Physician Compensation* Payroll administration* Human resources
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Business ManagerCentral Catholic High School Dec 2000 - Dec 2014Modesto, 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. -
ControllerHorizon Ag-Products Nov 1998 - Dec 2000Modesto, 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. -
Physician Services ManagerSutter Gould Medical Foundation Dec 1997 - Nov 1998Modesto, 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.
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Finance And Accounting ManagerHarris Moran Seed Company Oct 1986 - Nov 1997Modesto, 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
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Business Administration And Management, General
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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