Jonathan Lee Email & Phone Number
Chief Financial Officer @ Brodies LLP
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Jonathan Lee Location
- Edinburgh, GB
Jonathan Lee Work
- Chief Financial Officer @ (May 2026 - Present)
- Board Trustee @ (December 2020 - Present)
- Director of Finance and Investment Operations @ (October 2022 - May 2026)
- Finance Change Portfolio Director @ (June 2021 - March 2023)
- Head of Global Finance Operations and Shared Services @ (June 2020 - June 2021)
- Head of Finance Operations @ (October 2019 - June 2020)
- Head of Financial Operations @ (June 2016 - October 2019)
- Financial Controller - Germany and Austria @ (October 2015 - May 2016)
- Head of Finance Change Delivery @ (July 2011 - October 2015)
- Future Finance Programme –Workstream Lead @ (May 2010 - June 2011)
- Unit Linked Strategic Operations @ (January 2009 - May 2010)
- Investment Reporting Manager @ (October 2006 - December 2008)
- Investment Accountant @ (August 2005 - October 2006)
- Trainee Accountant @ (August 2002 - August 2005)
- Accounts Assistant @ (July 2000 - September 2001)
Jonathan Lee Education
- The University of Edinburgh
Master of Business Administration (MBA)
2007-2010 - ICAS
Chartered Accountant
2002-2005 - Heriot-Watt University
Master of Arts (M.A.) (Accountancy and Finance)
1998-2002
Jonathan Lee Skills
- 3rd Party Relationships
- Accounting
- Banking
- Business Process Improvement
- Business Transformation
- Change Management
- Finance
- Financial Services
- Fund Accounting
- G/L Reconciliations
- Integration
- Investments
- Leadership
- Outsourcing
- Project Delivery
- Research
- Stakeholder Management
- Teamwork
- Unit Operations
- actuarial data
- Business Strategy
- PowerPoint
- Financial Analysis
- Business Development
Jonathan Lee Summary
- Jonathan Lee, based in Edinburgh, GB, is currently a Chief Financial Officer at Brodies LLP. Jonathan Lee brings experience from previous roles at The Donaldson Trust, Aviva and M&G plc. Jonathan Lee holds a 2007 - 2010 Master of Business Administration (MBA) @ The University of Edinburgh. With a robust skill set that includes 3rd Party Relationships, Accounting, Banking, Business Process Improvement, Business Transformation and more. Jonathan Lee has 3 emails and 2 mobile phone numbers on RocketReach.
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