Summer Lee, NC, RYT, CPA

Yoga Teacher at Office Meet Yoga
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco, California, United States, US

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Experience

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Yoga Teacher
      • Aug 2019 - Present

      San Francisco Bay Area https://www.officemeetyoga.com/

    • United States
    • Wellness and Fitness Services
    • Owner & Founder
      • 2017 - Present

      San Francisco Bay Area Everyday Solstice provides holistic nutrition and wellness consulting using an empathetic and caring approach. All services are customized to the needs of the individual. Find out more at www.everydaysolstice.com

    • United States
    • Wellness and Fitness Services
    • Yoga Teacher
      • Dec 2018 - Jul 2020

      San Francisco Bay Area http://bendsf.com/

    • United States
    • Non-profit Organizations
    • 400 - 500 Employee
    • Yoga Teacher
      • Jan 2019 - Mar 2020

      San Francisco Bay Area

    • United States
    • Mobile Gaming Apps
    • 1 - 100 Employee
    • Director of Revenue
      • Feb 2016 - Jul 2018
    • United States
    • Software Development
    • 700 & Above Employee
    • Consultant
      • Sep 2014 - Jan 2016

      San Francisco Bay Area • Organized a cleanup of payroll account reconciliations, including process changes and creating documentation • Streamlined processes in the revenue accounting team, resulting in time savings and increased efficiency • Participated in numerous cross-functional projects including: cash discount automation, payroll automation with ADP, and automation of non-chargeable revenue categorization • Improved the accounting for agency incentive agreements across Twitter’s international… Show more • Organized a cleanup of payroll account reconciliations, including process changes and creating documentation • Streamlined processes in the revenue accounting team, resulting in time savings and increased efficiency • Participated in numerous cross-functional projects including: cash discount automation, payroll automation with ADP, and automation of non-chargeable revenue categorization • Improved the accounting for agency incentive agreements across Twitter’s international subsidiaries, which involved working closely with Technical Accounting, Sales Finance and regional accounting teams • Led Tableau implementation for the revenue team, which involved learning the tool and helping others to develop Tableau skills. Built several dashboards to help the team automate processes Show less

    • Canada
    • Computer Games
    • 500 - 600 Employee
    • Accounting Manager
      • Feb 2014 - Aug 2014

      San Francisco Bay Area • Supervised and reviewed the flow of financial transactions into the company’s general ledger and sub ledgers, including daily journal entries and the closing of the ledgers each month • Ensured an accurate and timely monthly, quarterly and year end close, including review of account reconciliations • Performed monthly variance analysis for balance sheet and income statement accounts • Supervised A/P department (team of three) as well as two Senior Accountants • Ensured… Show more • Supervised and reviewed the flow of financial transactions into the company’s general ledger and sub ledgers, including daily journal entries and the closing of the ledgers each month • Ensured an accurate and timely monthly, quarterly and year end close, including review of account reconciliations • Performed monthly variance analysis for balance sheet and income statement accounts • Supervised A/P department (team of three) as well as two Senior Accountants • Ensured monthly and quarterly bank compliance requirements are performed in a timely and accurate manner • Assisted with the preparation and coordination of clean and timely year-end audit as well as other types of audits • Advised staff on the handling and proper reporting of non-routine transactions • Worked with FP&A and other business units to ensure accuracy and completeness of balance sheet and income statement account balances and to support budget and forecasting activities • Monitored and analyzed current accounting processes to develop more efficient procedures and use of resources while maintaining a high level of accuracy Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Consultant
      • Aug 2013 - Feb 2014

      San Francisco Bay Area • Corporate Accounting Dept - developed and trained the new Corporate Accounting Senior Manager (my replacement) on all job responsibilities which includes systems, creating/updating process documentation and coordinating with other departments • Payroll Dept - developed and implemented metrics reporting for off-shore outsourcing conversion project and reported metrics to management team weekly; clean up of complex accounts

    • Corporate Accounting Senior Manager
      • May 2010 - Aug 2013

      San Francisco Bay Area • Responsible for closing the general ledger timely and accurately for McKesson Corporate, including consolidating various departments such as HR, Legal, Benefits, Stock Compensation, Real Estate, IT, etc. • Supervise three direct reports, each responsible for different aspects of the ledger close along with additional responsibilities such as accounting for the McKesson Foundation, inter-company allocations, cash posting process, and annual budgeting process • Support the Director of… Show more • Responsible for closing the general ledger timely and accurately for McKesson Corporate, including consolidating various departments such as HR, Legal, Benefits, Stock Compensation, Real Estate, IT, etc. • Supervise three direct reports, each responsible for different aspects of the ledger close along with additional responsibilities such as accounting for the McKesson Foundation, inter-company allocations, cash posting process, and annual budgeting process • Support the Director of Corporate Accounting through various projects related to acquisitions, adoption of accounting pronouncements, process improvement, training and staff development • Maintain current and incorporate new accounting procedures, including the preparation of technical memos • Review and oversee all accounting for the McKesson Foundation, including coordination of the annual audit

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Accounting Specialist III
      • 2006 - 2010

      • Prepared journal entries, account reconciliations, incentive projections, and financial statement footnotes • Incorporated new accounting pronouncements into the company’s existing GAAP and Statutory reporting methods • Performed tri-annual reviews of departments within Finance to ensure compliance with reconciliation procedures • Supervised the Blue Foundation accounting work and prepared analysis for Board of Directors meetings • Assisted departments within the Chief Accounting… Show more • Prepared journal entries, account reconciliations, incentive projections, and financial statement footnotes • Incorporated new accounting pronouncements into the company’s existing GAAP and Statutory reporting methods • Performed tri-annual reviews of departments within Finance to ensure compliance with reconciliation procedures • Supervised the Blue Foundation accounting work and prepared analysis for Board of Directors meetings • Assisted departments within the Chief Accounting Division with the development of their annual budgets Show less

    • China
    • Accounting
    • 700 & Above Employee
    • Auditor
      • 2004 - 2006

      • Performed planning procedures, fieldwork and wrap up procedures with little supervision and assisted in the preparation of audit reports • Served in supervisory roles in several audit engagements and coordinated with client executives, firm executives, and team members • Enhanced my understanding of different industries such as Health Care, Public Utilities, Hedge Funds, Transportation, Government, Retirement Plans and Retail Sales

Education

  • Bauman College: Holistic Nutrition and Culinary Arts
    Holistic Nutrition Consultant Certification
    2016 - 2018
  • Yoga Garden, San Francisco
    500-Hour Yoga Teacher Training Certificate
    2018 - 2018
  • Institute for the Psychology of Eating
    Mind Body Eating Coach Certification
    2018 - 2018
  • Florida State University - College of Business
    Bachelor of Science (BS), Accounting
    1999 - 2004
  • Florida State University - College of Business
    Bachelor of Science (BS), Finance
    1999 - 2004

Community

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