Chang (Joseph) Lee
Duluth,US
Summary
Dynamic Assistant Corporate Controller with over a decade of experience in financial management within the storage industry. Specializes in developing robust financial reporting frameworks, optimizing budgeting processes, and leading cross-functional teams to achieve operational excellence. Demonstrated success in implementing forecasting models that informed executive decision-making and achieved significant cost savings through process improvements. Adept at driving financial analysis and compliance efforts, with a keen focus on leveraging technology to enhance accuracy and efficiency
Overview
18
18
years of professional experience
1
1
Certification
Work History
Assistant Corporate Controller
Safeguard Self Storage
07.2021 - Current
- Supervise accounts payable processes ensuring timely payments
- Develop forecasting models that reduced financial forecasting errors by 20%, significantly aiding senior executives in strategic decision-making
- Analyze data to identify trends and highlight areas of concern
- Analyze financial details of past, present, and expected operations to identify development opportunities and areas where improvement was needed
- Utilize advanced Excel skills to create dynamic dashboards for tracking financial metrics
- Receive cash and checks and made deposits
- Maintain accurate records of fixed assets throughout their life cycle
- Prepare month-end financial statements for Corporate entities
- Review development construction pay application for accuracy for project costing over 10 Million
- Variance Analysis
- Expense Management
- Preparing financial statements
Senior Accountant/Lead Senior Accountant
Safeguard Self Storage
04.2015 - 06.2021
- Managed month-end close process including journal entries, account reconciliations, and accruals
- Reviewed financial data to identify discrepancies and take corrective action as necessary
- Prepared periodic reports to compare budgeted costs to actual costs
- Supervised auditing of establishments and determined scope of investigation required
- Provided technical guidance to junior staff members on accounting issues
- Reviewed Month End financials for accuracy
- Completed variance analysis of balance sheets and income statements to identify and resolve general ledger discrepancies
Senior Accountant
Galeano, Li, Lei & Villegas, CPA, PC
06.2013 - 03.2015
- Prepared Journal Entries by maintaining records and files; reconciling accounts
- Reviewed Trial Balances and General Ledgers for accuracy and classification
- Reviewed Fixed Assets and Depreciation Schedule
- Performed Client's Month End close according to client's given documents
- Compiled and analyzed accounting and finance information for the production of financial statements and reports
- Prepared monthly, quarterly, annually state and federal reports
- Analyzed and prepare monthly sales tax returns
- Represented clients with federal and state tax matters
- Prepared Corporate (1120, 1120S, 1065) and Individual Tax returns
Staff Accountant
The Office of Young K. Park CPA, P.C.
07.2012 - 05.2013
- Prepared tax returns, financial statements, maintain client databases, depreciation schedules, file Monthly and Quarterly Payroll and Sales Tax reports for small businesses
- Compared and analyzed client's financial statements with previous year financial statements for trends
- Performed cash reconciliation and Write-Up - Prepared, reviewed and reconciled General Ledger
Staff Accountant
Eugene Yun CPA PC
08.2006 - 10.2008
- Established and maintained clientele filed monthly, quarterly reports
- Undertook payroll processing tasks for over 30 employees
- Solved tax disputes between the government agency (Department of Labor, U.S Treasury, and Department of Revenue) and my client
Education
Master of Business Administration (M.B.A.) - General Studies/Finance
University of Georgia
Athens, GA05.2019
Bachelor of Business Administration - Accounting
University of Georgia
Athens, GA06.2006
Bachelor of Arts (B.A.) - Spanish
University of Georgia
Athens, GA06.2006
Skills
- Strategic Financial Planning
- Cross-functional Team Management
- Financial statement analysis
- Month end close
- ERP system expertise
- General ledger management
- Cash flow management
- Fixed asset management
- GAAP
- Internal controls
- Revenue recognition
- Variance analysis
Certification
Certified Public Accountant, CPA033010
Affiliations
Certified Public Accountant, Licensed in Georgia Board of Accountancy, 2015
Languages
English
Native or Bilingual
Korean
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Assistant Corporate Controller
Safeguard Self Storage
07.2021 - Current
Senior Accountant/Lead Senior Accountant
Safeguard Self Storage
04.2015 - 06.2021
Senior Accountant
Galeano, Li, Lei & Villegas, CPA, PC
06.2013 - 03.2015
Staff Accountant
The Office of Young K. Park CPA, P.C.
07.2012 - 05.2013
Staff Accountant
Eugene Yun CPA PC
08.2006 - 10.2008
Bachelor of Business Administration - Accounting
University of Georgia
Bachelor of Arts (B.A.) - Spanish
University of Georgia
Certified Public Accountant, CPA033010
Master of Business Administration (M.B.A.) - General Studies/Finance
University of Georgia
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