Tim Lee, CPA

Tim Lee, CPA has a diverse work experience that spans various industries and roles. Tim began their career as a Category Analyst at Kimberly Clark and later transitioned to FunMobility, where they held roles as Director of Sales Operations and Manager of Sales Operations. In 2014, they joined EY as an Assurance Senior, where they focused on audits and SOX controls testing for clients in the life sciences, SAAS, and technology sectors. After their time at EY, Tim joined Alfresco as a Senior Accounting Analyst and later as a Finance Manager. Tim played a crucial role in financial statement review, revenue forecasting, tax compliance, technical accounting research, and treasury functions. Tim also worked at Corva as a Controller, overseeing all finance, accounting, and FP&A functions. Most recently, they worked at Acquire as a Senior Accounting Manager and then as the Director of Accounting. In these roles, Tim managed accounting functions, monitored cash flow and budgeting, led statutory audits, and implemented various systems and controls. In addition to their work experience, Tim was a CAAP Student at Santa Clara University's Leavey School of Business. Tim is currently serving as a Board Member at Everset Technologies.

Tim Lee, CPA obtained a Certificate of Advanced Accounting Proficiency from Santa Clara University in 2012-2013. During the same period, they also studied Accounting and Finance at De Anza College. Prior to that, they completed a Bachelor of Science degree in Industrial Engineering and Operations Research at UC Berkeley. In terms of additional certifications, Tim obtained certifications in Avalara University for Essentials of CertCapture: Maintain CertCapture, Add Customers and Documents, and Set up CertCapture in February and March 2019. Tim is also a Certified Public Accountant, although the specific details regarding the institution and date of obtaining this certification are unavailable.