Carol Lee

Carol lee

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location of Carol LeeSeattle, Washington, United States
Phone number of Carol Lee+91 xxxx xxxxx
Followers of Carol Lee615 followers
  • Timeline

    Jan 2007 - Dec 2007

    Teaching Assistant

    Simon Fraser University
    Jan 2008 - Sept 2021

    Senior Manager, Financial Accounting Advisory Services

    EY
    Seattle, Washington, United States
    Jul 2010 - Aug 2011

    Case Examination Reviewer

    CA School of Business
    Current Company
    Sept 2021 - now

    Senior Director

    Accordion
    Seattle, Washington, United States
  • About me

    Senior Director at Accordion | Trusted Advisor | Problem solver

  • Education

    • Institute of chartered accountants of bc

      -
      Chartered accountant
    • Simon fraser university

      -
      Bachelor of business administration (bba) accounting
  • Experience

    • Simon fraser university

      Jan 2007 - Dec 2007
      Teaching assistant

      Graded and provided feedback on student assignments / exams and facilitated discussions during tutorials to clarify new/challenging concepts taught during the lecturesCourse: Bus 251 (Intro to financial accounting)

    • Ey

      Jan 2008 - Sept 2021

      Managed a team of 10+ to support a unicorn consumer product company in their analysis on complex accounting matters and collaborated with management in overhauling their significant business processes by implementing best practices and identifying areas for improvement to enhance their control environmentTrusted by C-suite to quickly interpret data and understand complex business processes to support strategic business decisions proven by a highly successful solo engagement with a medical device company to build a cash flow model to consolidate 20+ subsidiaries with 5 different functional currencies subsequent to the company being spun-off from a Fortune 500 company Led the accounting work stream for a US based Software-as-a-Service company in preparation for their Initial Public Offering (“IPO”) on the NYSE where she assisted in the preparation of the S-1 registration statement, responding to comments received from the SEC, and the preparation of the company’s first Form 10-K / 10-QPrevious roles: - Manager, FAAS | Vancouver, BC (November 2013 - October 2014)- Manager, FAAS | Seattle, WA & San Francisco, CA (October 2011 - November 2013) Show less

      • Senior Manager, Financial Accounting Advisory Services

        Oct 2011 - Sept 2021
      • Manager, Assurance

        Jan 2008 - Oct 2011
    • Ca school of business

      Jul 2010 - Aug 2011
      Case examination reviewer

      Reviewed students' initial examination and provided feedback in helping them improve theirexamination writing skills and accounting technical knowledge

    • Accordion

      Sept 2021 - now
      • Senior Director

        Jan 2023 - now
      • Director

        Sept 2021 - Dec 2022
  • Licenses & Certifications

    • Certified public accountant

      Washington state board of accountancy
    • Chartered accountant / chartered professional accountant

      Chartered professional accountants of british columbia
  • Volunteer Experience

    • JDC West Academic Team Coach / Judge

      Issued by Beedie School of Business at SFU on Jul 2011
      Beedie School of Business at SFUAssociated with Carol Lee
    • Mentor

      Issued by Young Women in Business (YWiB) on Sept 2010
      Young Women in Business (YWiB)Associated with Carol Lee