Jennifer Lee

Director Of Accounting Operations at CFA Institute

Jennifer Lee has significant experience in accounting operations, with a current role as Director of Accounting Operations at CFA Institute since April 2024. Previous positions include Controller at Dura Software from June 2023 to March 2024 and at Tracepoint from July 2021 to June 2023. Prior to that, Jennifer served as Senior Accounting Manager at Advanced Dermatology and Cosmetic Surgery and as Manager of Finance - Accounting & Reporting at Universal Parks & Resorts. Other roles include Assistant Controller at CFI Partners and Senior Associate at PwC, specializing in Transfer Pricing and Financial Services. Jennifer holds both a Master's degree and Bachelor's degree in Accounting from the University of Florida - Warrington College of Business, completed between 2007 and 2012.

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CFA Institute

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CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education.


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