Simon Lee Email & Phone Number

Calgary, Alberta, Canada

Calgary, Canada Area

Prepared the City of Calgary's operating budget and managed it according to Council's direction and policies. Oversaw monthly reporting to Council on financials, reserves and key performance indicators. Developed reports and financial analysis to support Council decisions for setting property tax rates and union negotiations. Coordinated analysis and responses to media, interest groups, and the public. Managed corporate reserves to further Council's strategic priorities and protect the fiscal health of The City.

Calgary, Canada Area

Led accounting, including budgeting, financial reporting, IT, procurement, risk and treasury management functions for Calgary’s leading provider of affordable housing. Accountable for the provision of professional and strategic financial advice to Board members and Audit Committee including capital projects and development of social support programs. Responsible for effective execution of year-end audits with external auditors including coordination of interim review activities. Ensured compliance with government and banking requirements for financing.

Calgary, Canada Area

Accountable for overall management and implementation of the organization’s vision and mission. Responsible for providing excellent service to 1,500 residents and fostering Silvera as “a great place to work” for 300 employees. Represented the organization in government, donor, and industry association meetings.

Oversaw accounting, including budgeting, financial reporting, IT, risk and treasury management functions. Accountable for the provision of professional and strategic financial advice to Board members and Audit Committee including capital projects and negotiations with other levels of government. Responsible for effective execution of year-end audits with external auditors. Ensured compliance with government and banking requirements for financing. Prepared Non-Profit Information Returns to CRA.

Calgary, Canada Area

Led accounting, budgeting, accounts payable and financial reporting & analysis for Ivanhoe’s western Canadian shopping centers and office towers. Ivanhoe Cambridge is a global real-estate leader and owns properties such as Market Mall and Cross Iron Mills. Other responsibilities included internal audits and supporting operations in the management of shopping centers.

Calgary, Alberta, Canada

Oversaw financial reporting, budgeting, and accounts payable functions. Coordinated year-end audit. Developed financial analysis for capital projects and government programs. Prepared reports for government and banking requirements for financing.

Calgary, Alberta, Canada

Responsible for coordinating audits of provincial government entities. Performed reasonability tests, control procedures, and reviewed financial statements for adherence to GAAP.