William Lee Email & Phone Number
Vice President and Controller @ Kaliber & Company
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William Lee Location
- New York, NY, US
William Lee Work
- 2020 -now Vice President and Controller @
- 2019 -2020 Accounting Consultant @
- 2007 -2019 Controller and Chief Financial Officer @
- 2002 -2007 Staff and Senior Accountant @
- 1999 -2001 Assurance and Advisory Business Services - Audit Senior @
William Lee Education
- New York University
Bachelor of Science - BS (Accounting and Finance)
William Lee Skills
- Certified Public Accountant
- Financial Accounting
- Budgeting & Forecasting
- Financial Statements
- Account Reconciliation
- Analytical Skills
- Financial Audits
- Bookkeeping
- Financial Analysis
- Financial Reporting
- Forecasting
- P&L Management
- Accounts Payable
- Accounts Receivable
- Cash Flow Forecasting
- Bank Reconciliation
- Variance Analysis
- Budgeting
- Banking
- Payroll
- General Ledger
- Health Insurance
- QuickBooks
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Supervisory Skills
- Teamwork
- Communication
- Policies & Procedures
- High Level Of Accuracy
- Balance Sheet
- Accounts Payable & Receivable
- Investment Management Industry
- GIPS Compliance
- Taxations
- CFOs
- Controllers
- Expense Allocation
- Financial Close Process
- Year-end Close
- Accounting Management
- Certified Public Accounting (CPA)
- Common Sense
- Financials
- Deadline Oriented
- Procedure Manuals
- Advent Axys Portfolio Accounting System
- Supervisory Management
William Lee Summary
- William Lee, based in New York, NY, US, is currently a Vice President and Controller at Kaliber & Company. William Lee brings experience from previous roles at New Amsterdam Partners and Ernst & Young. William Lee holds a Bachelor of Science - BS in Accounting and Finance @ New York University. With a robust skill set that includes Certified Public Accountant, Financial Accounting, Budgeting & Forecasting, Financial Statements, Account Reconciliation and more. William Lee has 2 emails on RocketReach.
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