Peter D. Lee Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Redwood City, Ca, Us

San Jose, Ca, Us

San Jose, Ca, Us

• Contract Review and Approval • Reviewed for complex accounting and operational terms and recommended proper treatment • Coordinated with accounting, legal, and business owners to resolve issues prior to execution • Led monthly contract meetings with the accounting team and Executive team to highlight any complex accounting in contracts reviewed• Organization and Preparation of SEC reports • Coordinated with various departments for disclosure support and preparation of the tie-out binder • Reviewed XBRL tags and explained new additions to Executive team • Performed tie out of earnings documents and presentations for accuracy and consistency while working in collaboration with Investor Relations and Finance• Stock-Based Compensation and Equity Accounting • Calculated and presented quarterly stock-based compensation journal entry to Executive team • Calculated the quarterly forfeiture rate, black-scholes assumptions and documented any changes • Prepared and maintained the annual stock-based compensation forecast • Other Responsibilities/Achievements • Assisted with the transition from Equity Edge 7 to Equity Edge Online as well as the implementation of Workiva (formerly Webfilings) Reporting Interface • Involved in the SOX documentation and testing of relevant areas • Assisted in various ad-hoc projects and transactions such as acquisitions, improving the stock-based compensation forecast, performance of revenue cut off testing, fixed asset accounting and technical accounting memos

San Diego, Ca, Us

San Diego, California, Us

New York, Ny, Us

* Primarily responsible for performing substantive test work over multiple financial statement accounts to ensure compliance with GAAP for financial reporting purposes * Primarily responsible for assessment of client compliance with SOX 404 through the audit of internal controls* Primarily responsible for summarizing and evaluating audit findings for the purpose of audit committee presentations* Successfully executed "In-Charge" duties as a Senior Audit Associate for various audits. Such duties include:* Management of staff hours and delegation of work on the engagement* Review of engagement staff work* Responsibility to perform testing for higher risk areas throughout the audit* Leading various meetings throughout the audit phase such as: planning meetings, internal discussions, status meetings* Continuous and collaborative interaction with management with both KPMG management and client management* Representative clients include: iPass, Gazillion Entertainment, Infineon Technologies, Delivery Agent, Guidewire Software, and Performant Financial

New York, Ny, Us

* Maintain relationships with company management to verify and assess accounting procedures* Perform test work to verify the completeness, existence, accuracy, and presentation of accountbalances for a publicly traded client

Bs, Accounting

As, Business Administration - Accounting

Bachelor Of Science, Business Administration; Accounting

Associate Of Science, Business Administration; Accounting