Daniel Lee

Daniel Lee Email and Phone Number

Senior Vice President - Corporate Controller | NFP Board Member | Advisor @ US Innovative Technology
Daniel Lee's Location
San Jose, California, United States, United States
Daniel Lee's Contact Details

Daniel Lee personal email

About Daniel Lee

Daniel Lee is a Senior Vice President - Corporate Controller | NFP Board Member | Advisor at US Innovative Technology. He possess expertise in auditing, accounting, external audit, internal controls, assurance and 19 more skills.

Daniel Lee's Current Company Details
US Innovative Technology

Us Innovative Technology

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Senior Vice President - Corporate Controller | NFP Board Member | Advisor
Daniel Lee Work Experience Details
  • Us Innovative Technology
    Senior Vice President And Corporate Controller
    Us Innovative Technology Jun 2023 - Present
    Pittsburgh, Pa, Us
  • Tulco, Llc
    Senior Vice President And Corporate Controller
    Tulco, Llc Dec 2017 - Present
    Pittsburgh, Pa, Us
  • K2G Fund
    Finance And Accounting Advisor
    K2G Fund Jul 2023 - Present
    Palo Alto, California, Us
  • Guadalupe Home & School Club
    Board Advisor
    Guadalupe Home & School Club Jul 2023 - Present
  • Guadalupe Home & School Club
    Board Member And Treasurer
    Guadalupe Home & School Club Jul 2022 - Jun 2023
  • Sunpower Corporation
    Senior Accounting Manager Of Commercial Bu
    Sunpower Corporation Feb 2017 - Dec 2017
    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
  • Sunpower Corporation
    Senior Manager Of Technical Accounting
    Sunpower Corporation May 2013 - Feb 2017
    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 32/IAS 39)• 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• Subject matter expert on other technical accounting topics including consolidation, revenue recognition, derivative instruments, foreign currency, impairments, and exit and disposal activities• Enforced and safeguarded a dynamic Non-GAAP accounting framework which included over 20 different measures and adjustments• Owner of the quarterly earnings release and audit committee presentation materials
  • Accuity Llp
    Assurance Manager
    Accuity Llp Oct 2006 - Jan 2013
    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 revenues ranging from $1 million to $2 billion• 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• Championed the testing and implementation of the firm's primary audit software during the transition from PwC to Accuity• Conducted extensive accounting research over various technical accounting topics, including revenue recognition – construction and production type contracts (ASC 605-35), defined benefit plans (ASC 715-30, 60 and 70), income taxes (ASC 740-10), and Statutory Accounting Principles• Hand-selected to develop and facilitate numerous training programs for firm and client personnel• Managed, coached and evaluated a staff group of over 20, ranging from interns to supervisors
  • Pricewaterhousecoopers Llp
    Assurance Associate
    Pricewaterhousecoopers Llp Jun 2004 - Oct 2006
    • 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

Daniel Lee Skills

Auditing Accounting External Audit Internal Controls Assurance Gaap Cpa Us Gaap Financial Accounting Financial Reporting Due Diligence Process Improvement Sec Filings Microsoft Word Microsoft Excel Powerpoint Ifrs Mergers And Acquisitions Hedge Accounting Tax Ria Checkpoint Prosystem Fx Engagement Oracle Forecasting

Daniel Lee Education Details

  • Ucla
    Ucla
    Minor In Accounting
  • Punahou School
    Punahou School
    High School

Frequently Asked Questions about Daniel Lee

What company does Daniel Lee work for?

Daniel Lee works for Us Innovative Technology

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

Daniel Lee's current role is Senior Vice President - Corporate Controller | NFP Board Member | Advisor.

What is Daniel Lee's email address?

Daniel Lee's email address is ho****@****ail.com

What schools did Daniel Lee attend?

Daniel Lee attended Ucla, Punahou School.

What skills is Daniel Lee known for?

Daniel Lee has skills like Auditing, Accounting, External Audit, Internal Controls, Assurance, Gaap, Cpa, Us Gaap, Financial Accounting, Financial Reporting, Due Diligence, Process Improvement.

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