senior manager fund administration
mercer global investments canada limited@ Mercer
Helen Lee CPA, CGA
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Western University
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FlashIntel GPTHelen Lee CPA, CGA is a highly experienced CPA with over 30 years of work experience in the Investment Management industry. She has a strong background in Financial Reporting, Financial Statement Preparation, Taxation, and Mutual Fund Trust/PwC. Helen is skilled in managing strategic clients and has a good understanding of investment fund business and financial systems. She has worked at reputable companies such as Mercer, State Street, CIBC Mellon, RBC, and YTV Channel. Helen is also a Financial Statement Reviewer and actively volunteers in her church community.
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A result-oriented CPA, CGA with a progressive work history in the Investment Management industry. • Professional experience: o Financial Reporting (NI81-106) o Financial Statement Preparation (IFRS, Canadian GAAP) o Taxation (T3, T3P, GST/HST, TaxPrep, FormulaTrix) o Mutual Fund Trust/ Pooled Fund distribution and tax compliance o Fund Accounting (MCH, CMS-IAS, MPower, Bloomberg) o Client Management o Audit Support • Good understanding of Investment Fund business and financial systems. • Hired, trained, supervised and coached financial reporting managers and staff. • Managed strategic clients with client-focused solutions. • Effective collaboration with internal business units in global locations (client service, fund accounting, trustee services, corporate actions and transfer agency). I believe that giving back to the community gives people a sense of purpose and fulfillment. I have been volunteering at the CVITP – CPA tax clinics for over 15 years and U-filed tax returns electronically for low income families annually. I am also the Financial Statement Reviewer and an active volunteer in my church community.
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senior manager fund administration mercer global investments canada limited
IT Services and IT Consulting
Helen Lee CPA, CGA's Professional Milestones
- senior manager fund administration mercer global investments canada limited (2021-05-01~): Streamlined fund administration processes, optimizing workflow and delivering optimal financial decision-making.
- Manager, Financial Reporting And Taxation, Institutional Investor Services (2004-09-01~2007-04-01): Optimized financial reporting and taxation processes, enhancing transparency and efficiency in institutional investor services.
Education
Administration And Commercial Studies
Certification
Colleagues
PRITI SINGH
product owner | scruminc certified |
Angela Ugstad, ASA, MAAA
principal actuary medicaid - mercer | owner - cuyuna range campground
Grace Chen
Operational Intelligence Program Owner | Listener Solutionist
Vikrant Jain
sr business consultant # product owner # project manager
Liz Hudon
Owner | TheFlaxenFilly.com
Other Named Helen Lee CPA, CGA
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Helen Lee CPA, CGA's social media include: Linkedin,
Helen Lee CPA, CGA works for Mercer
Helen Lee CPA, CGA's role in Mercer is senior manager fund administration mercer global investments canada limited
Helen Lee CPA, CGA works in the industry of IT Services and IT Consulting
Helen Lee CPA, CGA's colleagues are PRITI SINGH,Angela Ugstad, ASA, MAAA,Grace Chen
Helen Lee CPA, CGA's latest job experience is senior manager fund administration mercer global investments canada limited at Mercer
Helen Lee CPA, CGA's latest education in Western University
