Brandon Lee, CPA

Accounting Manager at Monarch Private Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Alpharetta, Georgia, United States, GE

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Credentials

  • Certified Public Accountant
    New York
    Apr, 2018
    - Nov, 2024

Experience

    • United States
    • Capital Markets
    • 1 - 100 Employee
    • Accounting Manager
      • Oct 2020 - Present

    • Senior Accountant
      • Apr 2019 - Sep 2020

    • Audit Senior
      • Oct 2018 - Nov 2018

      • Volunteered to hold a training session for staff and senior levels for quality control • Led internal meetings for audit planning and implementation • Created schedule worksheets of audit procedures for all team members to refer and follow

    • Audit Staff
      • Nov 2016 - Nov 2018

      • Executed commercial assurance services including audits, reviews, and agreed-upon procedures • Performed limited scope audits of 401(k) employee benefit plans • Conducted client interviews for understanding and documentation of business processes and controls • Supervised entry level staffs and interns to achieve reporting deadlines • Presented audit findings to clients and suggested practical improvements on internal control deficiencies • Prepared financial statements and… Show more • Executed commercial assurance services including audits, reviews, and agreed-upon procedures • Performed limited scope audits of 401(k) employee benefit plans • Conducted client interviews for understanding and documentation of business processes and controls • Supervised entry level staffs and interns to achieve reporting deadlines • Presented audit findings to clients and suggested practical improvements on internal control deficiencies • Prepared financial statements and required disclosures in compliance with GAAP

  • Shinhan Bank New York Branch
    • Greater New York City Area
    • Settlement and Reimbursement Staff
      • May 2016 - Oct 2016

      • Kept up-to-date records of uses and sources of funds • Settled interest payments and repayments for refinancing, short-term financing, and CDs • Processed reimbursement claims for letter of credit • Kept up-to-date records of uses and sources of funds • Settled interest payments and repayments for refinancing, short-term financing, and CDs • Processed reimbursement claims for letter of credit

  • D & C Media
    • Seoul, South Korea
    • Junior Editor / Part-time Accountant
      • Dec 2008 - Jan 2011

      • Reconstructed data of popular consumer trends • Wrote analyses on the first drafts of professional authors and their prospects in the publishing market • Participated in an accounting department while in South Korea • Reconstructed data of popular consumer trends • Wrote analyses on the first drafts of professional authors and their prospects in the publishing market • Participated in an accounting department while in South Korea

Education

  • Boston University
    Master of Business Administration - MBA
    2023 - 2025
  • Boston College Carroll School of Management
    Master of Science in Accounting, Accounting
    2014 - 2015
  • Stanford University
    Master of Arts - MA, Japanese Language and Literature
    2012 - 2014
  • Emory University
    Bachelor of Arts - BA, Japanese Studies and Psychology
    2007 - 2012

Community

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