Daniel Lee Email & Phone Number

Pittsburgh, PA, US

Pittsburgh, PA, US

Palo Alto, California, US

Richmond, California, US

• Managed an organization of 13, performing worldwide monthly, quarterly and annual close and reporting for a multi-channel business unit with nearly $1B of annual revenues and operations in North America, EMEA and APAC
• Oversaw the preparation and external audits of 16 quarterly and annual stand-alone financial statements that span over 50 legal entities
• Partnered with FP&A, Project Finance, Sales Ops, Construction, and Project Controls teams on new strategic initiatives and complex financing structures
• Performed monthly and quarterly internal reporting presentations to the Finance Executive team

Richmond, California, US

• Finance leader on over ten M&A transactions, including due diligence, term sheet reviews, 3rd party valuations, business combination accounting, and post-acquisition integration (ASC 805/IFRS 3)
• Owner of the global stock-based compensation expense accounting process, including quarterly accounting close, modification accounting, forecasting, and disclosure support (ASC 718/IFRS 2)
• Advisor to the Treasury Department on over $1B of transactions, including convertible debentures, foreign currency hedges, interest rate swaps, embedded derivatives, and debt modifications (ASC 470/ASC 815/ASC 835/IAS.
• Optimized the quarterly stock compensation expense and hedge accounting close process, significantly decreasing external consultant fees by over 50%
• Founded the Technical Review Committee, which established a formal and recurring review process over all complex and non-recurring transactions company-wide
• Routinely presented complex and judgmental accounting issues, risk management strategies, and associated accounting and economic impacts to executive leadership, including the CEO and CFO

Honolulu, Hawaii, US

• Member of Baker Tilly InternationalHonolulu Successor Firm to PricewaterhouseCoopers LLP
• Oversaw over 10 client priorities simultaneously, including budget development, productivity management and issue resolution, while delivering quality results under aggressive deadlines
• Recognized for systematic knowledge by being routinely selected to lead engagements across multiple industries, specializing in health and property and casualty insurance, nonprofit and construction, with annual.
• Overhauled the audit approach of the firm’s second largest client by eliminating unnecessary procedures and leveraging cross-functional activities, leading to a 30% increase in productivity
• Guided the U.S. Branch of a foreign company in eliminating 10 material weaknesses and deficiencies by recommending innovative and cost effective internal control enhancements
• Formulated effective tax strategies to aid the U.S. Branch of a foreign company in the successful abatement of IRS tax penalties and interest, representing 25% of the total tax liability

• Performed audit services in a broad range of industries, including banking, retail and hospitality
• Provided consulting services, including forensic accounting, acquisition due diligence and Sarbanes-Oxley Section 404 readiness and implementation projects

Bachelor’S Degree, Cum Laude, Business/Managerial Economics, Minor In Accounting

High School Diploma, High School