Kuo Lee, Cpa Email & Phone Number

Washington, District Of Columbia, United States

Rockville

Gaithersburg, Md

Rockville, Md

Bethesda, Md

Mclean, Va

• Providing Finance & Accounting Advisory services for clients with a focus on excellent client service, strategic insight, process improvement, and adding value to the organization• Simplify and increase efficiency during monthly close through the development of revenue recognition, account reconciliation, and financial forecasting models• Transforming finance and accounting functions into business advisers• Creating best practices and establishing internal controls for finance & accounting organizations and producing consolidated financial statements and presentations to executives• Assist client management team with strategic decision making• Staying abreast of ASC 606 and subsequent updates in developing training for implementation• Leading project teams to successfully meeting project objectives within budget with high level of client satisfaction

Chantilly, Va

• In charge of P&L, balance sheet, and cash flow forecasting for the Americas region• Managed pricing review of new projects• Led financial due diligence of potential acquisitions• Spearheaded active treasury function and achieved over $75K in foreign exchange gains in 6 months

Vienna, Virginia

• Financial management and direct month end reporting of Latin American entities• Managing operational efficiencies, profitability of operations of various entities in Latin America• Monthly, Quarterly and YE reporting for regional operational reviews• Cash Flow management• Financial support during biding process• Local statutory account filing and tax related matters• Assistance with local statutory and US GAAP audits• Implemented the proper revenue recognition method and new closing process and procedures to ensure timeliness and accuracy of reported figures• Discovered and Implemented new payroll/employee expense process and reduced personnel cost by 10%• Worked with financial institutions in obtaining lines of credit and factoring agreement to finance business

• Financial management and direct month end reporting of Southern European entities• Managing operational efficiencies, profitability of operations of various entities in Europe• Monthly, Quarterly and YE reporting for regional operation reviews• Cash Flow management (forecasting, banking relations, banking facilities etc.)• Financial support during biding process• Local statutory account filing and tax related matters• Assistance with local statutory and US GAAP audits• Any other matters relevant to the role, such as Insurances, Legal, etc.• Managed fiscal year budgeting and forecasting related to profit and loss, cash flow, and balance sheet• Created new month end procedures to improve closing process and increased efficiency by 20%

• Direct month end close process for the United Kingdom entity and managed European month end closing• Spearheaded creating a more effective methodology of cash flow forecast using financial ratios, balance sheet, income statement forecasting with assumptions of future revenue and expense• Assisted the CFO and Corporate Controller in performing various monthly close activities (i.e. reviewing and analyzing all monthly financial reports for European entities in identifying inconsistencies of reports and variance with plan)• Created new month end procedures to improve closing process and increased efficiency by 20%

• Completed procedures determined by external auditors as part of the financial statement audit for reliance• Supported Controller with balance sheet and financial reporting analysis including detailed account balance, expense by department, payroll, and accounts payable. • Lead the implementation of new financial system (e.g. Determining the configuration of the system to business use, data conversion from old system to new, data validation throughout conversion process, and developed Key Performance Indicators for reporting purposes)

• Planned and completed financial and operational audits (e.g. interviews with process owners to determine business improvements, identify control failures and complete audit reports), identify and communicate accounting and auditing matters to VP of Internal Audit• Consolidated and reduced key controls by 30% in 6 months. Reduced the number of significant deficiencies by 50% and no material weaknesses on financial statement through analyzing trial balances and assessing materiality and risk of misstatement to determine the nature and extent of testing• Reviewed senior staff auditor work paper prior to review by VP of Internal Audit

Provided interim financial assistance to Fortune 1000 companies. Projects include: Companies audited include: $500M Government Contractor – Pearson Government Solutions, and a $3.5B Management Consulting/Government Contractor – Bearing Point• Executed audit procedures for Commercial and Public Services contracts to determine proper revenue recognition using SAB 101 & 104, SOP 81-1, EITF 00-21, and SOP 97-2

• Managed a team in performing the day-to-day audit engagement activities (e.g. , performing testing procedures, meetings), identify and communicate accounting and auditing matters to managers and partners• Completed test of design and operating effectiveness of internal controls in the public services industry. Performed compliance test work over laws & regulations related to government and non-for-profit organization. Performed test of details over balance sheet, income statement, etc. Performed walkthroughs over various audit processes including procurement, PP&E, revenue, payroll & benefits, cash, etc.• Assisted in the year-end audits in the manufacturing and financial services industry. Performed substantive analytics and tests of details over cash, accounts receivable, inventory, accounts payable, payroll, equity, etc.

Bachelors, Accounting

Activities and Societies: Accounting & Business Association, Finance, Banking, and Investment Society, Community Service Fraternity, Six.

Bachelors, Operations & Quality Management

Education record