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.

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..

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.

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.

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.

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.