Lynn Lee, Cpa, Cga Email & Phone Number

Vaughan, On, Ca

Toronto, Ontario, Canada

Lead and manage financial analysts, accounting cycles, corporate policies & controls and operational workflow enhancements. Orchestrated successful ERP system conversion within an aggressive timeline of 4 months.

Toronto, Ontario, Canada

Promoted to lead role given track record for immediate value creation and resourcefulness.

Toronto, Ontario, Canada

Lead and optimize the firm's business strategies and models through advising partners and senior management on strategic business issues and proposals/projects, involving P&L, KPI’s and rate of returns. Influence and persuade partners, clients and stakeholders by formulating creative, profitable solutions and curate concise, actionable insight to facilitate business decision making and risk management. Guide, support and train junior staff on analytical and operational issues.

Performed financial analysis regarding P&L, OPEX, KPI's, forecasting, variances, top customers, competitors, bench marking, financing options, and fixed asset investments to support senior management (President, Senior Directors, Regional Managers). Assisted Controller with strategic initiatives and led junior staff.

Oversaw processes related to extensive financial analysis and reporting to key stakeholders, collaborating regularly with both onshore and offshore teams. Responsibilities span 150+ retail and institutional funds, including exchange-traded funds (iShares® ETFs), using International Financial Reporting Standards (IFRS) and US GAAP, covering $80B in assets. Drove the production cycle, including stakeholder engagement, project planning, and ongoing communications. Presented audit reports to senior management teams including CEO, COO, and CFO. Improved processes, created efficiencies, and managed competing priorities.Lead Project Manager – Development of ETF Fact sheets for OSC Compliance Selected to lead project on short notice without participation in initial business scope; drove project to successful outcomes through collaboration and self-driven research of project requirements.  Conducted research, gap analysis, and best practice learnings to ensure compliance to new regulations for projects valued at up to $400K.  Communicated all tasks and deliverables to ensure the biggest priorities were addressed appropriately. Successfully met the filing timeline by working through a tight timeline and multiple challenges.Implemented Style Guide Review Process Decreased typeset errors by 40%.  Improved documentation by eliminating redundant/trivial errors, enabling reviewers to focus on other high-risk areas.

Toronto, Canada Area

Key analysis and process leader in a multi-year, multimillion-dollar project related to business operations, system workflow and IT. Provided financial and business analysis, identified variances/anomalies and initiated investigations to determine underlying causes. Analyzed key performance indicators (KPIs) and benchmarks to uncover and interpret emerging trends. Improved inefficient business processes – reducing redundancy, gaps, and manual processes. Played integral role within capital stock stream to uncover critical workflows and risks.  Recognized by three separate project sponsors for performance excellence.

Vancouver, Canada Area

Provide evaluations and recommended actions on customer trends, root cause analysis, gap analysis and business processes. Managed annual regulatory reporting and liaised with Legal, Compliance and Finance Departments. Appointed to support and research Customer Experience projects across multi-channels and various lines of business. Provided customer metrics and analysis for bank wide initiatives. Administration of bank wide SharePoint site for internal purposes.  Overhauled entire reporting procedure to reduce process time by over 80%. Earned reputation as go-to leader despite short time at company.

Toronto, Canada Area

Appointed to FA role in 2010 to oversee financial, compliance and performance reporting to senior management, regulators and third parties. Collaborated across Operations, Fund Accounting, and Corporate Finance. Analyzed financial information to highlight issues and provide resolutions. Drafted monthly and quarterly memorandums to senior management. Worked with Compliance and Legal Departments to resolve various issues. Performed NI 81-102 compliance testing and reported results to a special derivatives committee. Oversaw press release of Mackenzie Assets Under Management (AUM) and product launches.  Promoted from Senior Fund Accountant (2008 – 2010) due to exemplary performance.  Generated 30% increase in efficiency and improved accuracy by automating compliance procedures.

Toronto, Canada Area

Provided supervisory oversight to four direct reports in role. Resolved advanced accounting issues, performed daily portfolio analysis. Liaised with internal and external parties, including external auditors. Fund Services VP personally made a long distance call to ask me to stay on as a Fund Accounting Supervisor Candidate when I received offer for internal Financial Analyst position. Frequently took on management responsibilities on top of own workload while supervisor is away. The only Fund Accountant selected to supervise and coordinate fund valuation for the entire department when all three supervisors were away.