Alan Lee Email & Phone Number
Vice President, Portfolio Analytics and Valuations @ Kensington Capital Partners Limited
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Alan Lee Location
- Newmarket, ON, CA
Alan Lee Work
- Vice President, Portfolio Analytics and Valuations @ (January 2024 - Present)
- Director, Portfolio Analytics and Valuations @ (May 2022 - December 2023)
- Manager, Investment Finance and Valuations @ (July 2018 - May 2022)
- Manager, Investment Finance @ OMERS Private Markets (January 2015 - June 2018)
- Sr. Financial Analyst, Finance and Reporting @ (January 2014 - December 2014)
- Financial Analyst @ (April 2009 - December 2013)
- Senior Fund Accountant @ (November 2006 - April 2009)
Alan Lee Education
-
BCOMM (Accounting & Finance)
- Ryerson University
Alan Lee Skills
- Financial Modeling
- Corporate Finance
- Financial Analysis
- Financial Reporting
- Accounting
- Forecasting
- Variance Analysis
- Essbase
- Financial Accounting
- IFRS
- Strategic Financial Planning
- Managerial Finance
- Internal Controls
- Finance
- Account Reconciliation
- GAAP
- Mutual Funds
- Capital Markets
- Budgets
- Process Improvement
- Customer Service
- Project Management
- Analysis
- Valuation
- Private Equity
Alan Lee Summary
- Alan Lee, based in Newmarket, ON, CA, is currently a Vice President, Portfolio Analytics and Valuations at Kensington Capital Partners Limited. Alan Lee brings experience from previous roles at Kensington Capital Partners Limited, OMERS, OMERS Private Markets and OMERS Private Equity. Alan Lee holds a BCOMM in Accounting & Finance. With a robust skill set that includes Financial Modeling, Corporate Finance, Financial Analysis, Financial Reporting, Accounting and more. Alan Lee has 3 emails on RocketReach.
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