Valerie Lee
About Valerie Lee
Valerie Lee serves as the Director of Finance & Operations at Fairygodboss, bringing extensive experience in accounting and finance from previous roles at Deloitte, Sparrow Financial, and The Bonadio Group.
Current Role at Fairygodboss
Valerie Lee serves as the Director of Finance & Operations at Fairygodboss, a position she has held since 2019. In this role, she oversees financial strategies and operational processes within the organization. Her responsibilities include managing budgets, financial reporting, and ensuring efficient operational workflows. She operates remotely from the New York City Metropolitan Area.
Previous Experience at Deloitte
Valerie Lee worked at Deloitte from 2002 to 2007 as a Financial Statement Auditor and Tax Advisor. During her five years in the Rochester, New York Area, she gained experience in auditing financial statements and providing tax advisory services, contributing to her foundational knowledge in finance and operations.
Education and Qualifications
Valerie Lee studied Accounting at St. John Fisher University from 1999 to 2001, where she achieved a degree in Accounting. Prior to that, she attended SUNY Geneseo from 1988 to 1993, earning a Bachelor of Arts in English Literature and Education. Her educational background supports her expertise in finance and operations.
Professional Contributions and Initiatives
Valerie Lee has made significant contributions to the field of accounting and finance. She developed content for college-level digital accounting and tax instruction as a subject matter expert for Pearson Education. Additionally, she led the transition of firm clients to 100% virtual services in 2014, achieving a 95% client retention rate, demonstrating her ability to adapt to changing industry demands.
Tax Advisory and Consulting Services
In her previous role at Sparrow Financial, Valerie Lee worked as an Accounting and Tax Consultant / CPA from 2010 to 2021. She provided tax return review services to CPA firms in Jacksonville, FL, and Rockville, MD during tax season. Her expertise includes managing international tax services, advising on U.S. tax filings, and guiding start-up entities on tax ramifications and responsibilities.