May Lee Email & Phone Number

Provided accounting advice in IFRS and US GAAP on new product initiatives to the Capital Markets segment, and on complex accounting issues to the Personal & Commercial Bank segment and the Insurance Business segment of the Bank. Other subject expertise includes: acquisition accounting, employee benefits, severance, and goodwill. Reviewed and analyzed the Bank’s consolidated and subsidiary financial statements and ensured disclosure was appropriate. Prepared public disclosure… Show more Provided accounting advice in IFRS and US GAAP on new product initiatives to the Capital Markets segment, and on complex accounting issues to the Personal & Commercial Bank segment and the Insurance Business segment of the Bank. Other subject expertise includes: acquisition accounting, employee benefits, severance, and goodwill. Reviewed and analyzed the Bank’s consolidated and subsidiary financial statements and ensured disclosure was appropriate. Prepared public disclosure documents, such as the Earnings Coverage Ratio, MD&A and filings with the SEC and OSC. Led the assessment of various new OSFI/ Basel/ SEC requirements to understand the Bank’s position. Show less

Planned, managed and executed audit and review engagements for a large insurance corporate and multiple private and public asset management clients, including mutual funds and pension plans. Extensively involved in financial reporting, footnote disclosures, internal controls, consolidations, Management Discussions and Analysis, and various regulatory reporting and filings to OSC, SEC and OSFIResearched various financial reporting topics in IFRS, CICA Handbook, US GAAP, and… Show more Planned, managed and executed audit and review engagements for a large insurance corporate and multiple private and public asset management clients, including mutual funds and pension plans. Extensively involved in financial reporting, footnote disclosures, internal controls, consolidations, Management Discussions and Analysis, and various regulatory reporting and filings to OSC, SEC and OSFIResearched various financial reporting topics in IFRS, CICA Handbook, US GAAP, and industry regulatory standards; developed good knowledge in specialized accounting areas including life insurance enterprises, pension plans, mutual funds, consolidation, and variable interest entities. Show less