Brandon Lee, CPA
Accounting Manager at Monarch Private Capital- Claim this Profile
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Bio
Credentials
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Certified Public Accountant
New YorkApr, 2018- Nov, 2024
Experience
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Monarch Private Capital
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United States
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Capital Markets
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1 - 100 Employee
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Accounting Manager
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Oct 2020 - Present
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Senior Accountant
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Apr 2019 - Sep 2020
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Audit Senior
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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
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Audit Staff
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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
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Shinhan Bank New York Branch
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Greater New York City Area
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Settlement and Reimbursement Staff
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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
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D & C Media
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Seoul, South Korea
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Junior Editor / Part-time Accountant
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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
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Education
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Boston University
Master of Business Administration - MBA -
Boston College Carroll School of Management
Master of Science in Accounting, Accounting -
Stanford University
Master of Arts - MA, Japanese Language and Literature -
Emory University
Bachelor of Arts - BA, Japanese Studies and Psychology