MANAGEMENT Career Summary
Michelle Lee
Michelle has extensive experience from junior level responsibilities to upper leadership positions. She has completed all the required CPA experience and education. Areas of experience include: A/R, credit & collections, A/P, general ledger, month-end close, financial statements, annual budgeting and forecasting, external audit management, statistical analysis of financial information, fraud and loss prevention, complex account reconciliation and accruals, inventory management, payroll processing, and benefits and human resources administration.
Michelle has been working in accounting for 30 years, five years being in the health service related industries. She holds a bachelor’s degree in Accounting and an MBA in Finance. She has held the titles of Director of Finance, CFO, and Controller in businesses ranging from a city municipality to construction to medical.
Staff Skills and Experience
- 30 years accounting experience, including multi-company accounting. Five years experience with annual external audits. 15 years budget, financial reporting, month-end close and cash-flow management, human resources and payroll experience for up to 250 employees, payroll reporting and tax filing, A/R and A/P management, collections, cash management payment processing. Five years cost accounting and three years manufacturing accounting. Two years fraud and loss prevention management.
- 15 years experience in sales and customer service training.
- 20 years computer experience with spreadsheets, desktop publishing, networking, database management, point of sale software, ERP systems, and e-commerce site and web construction. Computer programs include Expensify, ERP systems, QuickBooks, Sage Intacct, Word, Excel, Outlook, FrontPage, Publisher, PowerPoint, Adobe Photoshop, Salesforce, FilemakerPro, and various industry specific software.
- Industry Experience: Dental accounting, international shipping, logistics and forwarding services, government and not-for-profit, manufacturing and wholesale distribution, retail and e-commerce, restaurant and hospitality, natural health and supplements, construction, insurance, banking, mortgage, music production, medical billing and coding, insurance claims, medical accounting, human resources, payroll, and real estate rentals.
- We specialize in small business accounting through QuickBooks online. We also work with Sage Intacct and NetSuite.