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
- 2024 -now Vice President, Portfolio Analytics and Valuations @
- 2022 -2023 Director, Portfolio Analytics and Valuations @
- 2018 -2022 Manager, Investment Finance and Valuations @
- 2015 -2018 Manager, Investment Finance @ OMERS Private Markets
- 2014 -2014 Sr. Financial Analyst, Finance and Reporting @
- 2009 -2013 Financial Analyst @
- 2006 -2009 Senior Fund Accountant @
Alan Lee Education
- Ryerson University
BCOMM (Accounting & Finance)
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 @ Ryerson University. 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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