So Lee Email & Phone Number
Chief Financial and Operating Officer @ Trellis Group
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So Lee Location
- San Francisco, CA, US
So Lee Work
- Chief Financial and Operating Officer @ (July 2026 - Present)
- Head of Finance @ (April 2023 - June 2026)
- Director, Finance @ (June 2021 - April 2023)
- Senior Manager, Finance @ (November 2019 - June 2021)
- Assistant Controller @ (June 2018 - October 2019)
- Assurance Supervisor @ (January 2017 - June 2018)
- Senior Analyst @ (June 2016 - December 2016)
- Senior Auditor @ (January 2012 - June 2016)
- Senior Staff @ (January 2015 - March 2015)
So Lee Education
- UNSW
Bachelor of Commerce (Bachelor of Commerce)
2008-2011 - Chartered Accountants Australia and New Zealand
Chartered Accountant
So Lee Skills
- Microsoft Office
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Windows
- Caseware
- Lotus Notes
- Data Mapping
- Financial Reporting
- Financial Analysis
- Account Reconciliation
- Revenue Recognition
- Revenue Cycle
- Revenue Analysis
- Revenue & Profit Growth
- Expense Analysis
- Budget Analysis
- Financial Risk
- Risk Analysis
- Fraud Detection
- Fraud Prevention
- Accounts Payable & Receivable
- Cash Flow Analysis
- Cash Flow Reporting
- Cash Flow Statements
- MYOB
- Balance Sheet Review
- Trial Balance
- General Ledger
- Consolidated Financial Statements
- Liability Analysis
- Asset Management
- Fixed Assets
- Impairment Testing
- Tax Compliance
- Statutory Compliances
- Australian Financial Service Lisence compliance
- Australian National Audit Office
- Intangible Assets
- Disclosure Statements
- GPFR
- SPFR
- RDR
- Financial Forecasting
- Foreign Currency Transactions
- Cycle Counting
- Inventory Analysis
- Inventory Valuation
- Private Equity
- Global Consolidation
- Revenue And Profit Growth
- Accounts Payable And Receivable
So Lee Summary
- So Lee, based in San Francisco, CA, US, is currently a Chief Financial and Operating Officer at Trellis Group. So Lee brings experience from previous roles at Trellis Group, SEPHORA and Dentsu Creative. So Lee holds a 2008 - 2011 Bachelor of Commerce in Bachelor of Commerce @ UNSW. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Windows and more. So Lee has 5 emails and 3 mobile phone numbers on RocketReach.
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