Anthony Lee

Lead/Senior Accountant Experience

• Spearheaded the documentation of 15+ accounting SOPs, which standardized department workflows and reduced month-end close time by 3 days
• Cross-trained staff on critical accounting functions, eliminating single-point-of-failure risks and ensuring seamless coverage during peak audit seasons
• Led the transition to a new ERP system (NetSuite and Microsoft Dynamics), mapping the chart of accounts and designing custom allocation rules
• Integrate fixed asset depreciation schedule into fixed asset module in NetSuite, streamlining depreciation entries and capital expenditure tracking
• Streamlined the month-end close process by automating intercompany reconciliations and accruals, reducing the reporting cycle from 8 days to 5 days
• Executed comprehensive monthly account analyses for GL accounts, ensuring all balances were substantiated and compliant with the GAAP Matching Principle
• Spearheaded monthly variance analysis (Actual vs. Budget), delivering actionable insights to department heads that led to a significant reduction in controllable expenses
• Managed the end-to-end GL lifecycle, from recording adjusting journal entries to verifying the integrity of the trial balance prior to executive review
• Analyzed complex multi-element arrangements to identify distinct performance obligations, ensuring revenue was recognized only as control was transferred to the customer, in accordance with ASC 606, applying the 5-step revenue recognition framework
• Calculated and maintained inventory reserve, utilizing complex aging models and inventory turnover ratios to ensure the balance sheet reflected accurate net realizable value (NRV)
• Spearheaded the quarterly inventory obsolescence analysis, factoring in vendor discounts and historical turnover rates to mitigate overvaluation risks
• Engineered a dynamic vendor income reserve model that tracked earned rebates and discounts against COGS, ensuring accurate recognition of vendor-related income in accordance with GAAP
• Create bank reconciliation templates and processes for multiple cash accounts to ensure timely reconciliations for month end close
• Managed daily liquidity for multiple corporate bank accounts, maintaining optimal cash levels to satisfy all short-term operational requirements and long-term debt obligations
• Optimized working capital by strategically timing vendor payments and monitoring aging receivables, resulting in a significant improvement in available cash reserves
• Developed and maintained complex Notes Payable amortization schedules for corporate debt, ensuring 100% accuracy in the bifurcation of principal and interest payments
• Led the preparation and coordination of the annual audit, serving as the primary liaison for external auditors and ensuring minimal significant deficiencies or material weaknesses
• Prepared and analyzed consolidated financial statements (Balance Sheet, P&L, Cash Flow) in accordance with GAAP for a multi-entity organization with $300M+ in revenue

Non-Profit Experience

• Developed complex multi-year budgets for federal RFPs, ensuring all personnel and fringe allocations aligned with organizational financial models
• Reduced budget variance by implementing a monthly "Grant vs. Actual" (GVA) tracking system for program directors for non-profit clients
• Developed and maintained a comprehensive Cost Allocation Plan (CAP) for multi-million dollar portfolio, ensuring equitable distribution of indirect costs across 15+ restricted grants
• Architected and overhauled the organization’s Cost Allocation Plan (CAP), utilizing a square-footage and FTE-based methodology to accurately distribute shared administrative overhead
• Developed automated allocation templates in NetSuite that integrated payroll data with grant-specific restrictions
• Spearheaded the transition and ongoing compliance with ASC 606, applying the 5-step revenue recognition framework

• Direct contact for 150 hospital managers to assist with client accounts regarding invoices and payments
• Analyze daily reports for new hospitals acquired by VCA to check for accuracy before transitioning into company family
• Monthly reconciliation of hospital GL accounts, making sure revenue recognition adheres to ASC 606
• Provide AR aging schedule to hospital managers to inform of past due items
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations

• Reconcile monthly credit card statements, ensure general ledger is updated and all journal entries are accurately posted
• Analyze monthly Account Receivables and Account Payables reports communicating, resolving, and collecting monies due with clients and vendors starting with high priority payments
• Invoice clients for current projects in progress, ensuring mark-ups and tax rates are appropriately applied
• Calculate proper revenue for client contracts, analyzing performance obligations in contract, and allocating contract price to proper performance obligations when complete, to make sure ASC 606 is properly followed
• Communicate with vendors verifying that purchases and services will be completed on time
• Assist Controller with special ad hoc projects and/or administrative duties