Brian Lee, Cpa, Ca
About Brian Lee, Cpa, Ca
Brian Lee, CPA, CA, is a Senior Financial Analyst specializing in FP&A at TELUS in Toronto, Canada. He has extensive experience in financial planning, analysis, and internal audit, with previous roles at RBC Capital Markets, EY, Collins Barrow, and The Canadian Depository for Securities Limited.
Current Role at TELUS
Brian Lee serves as a Senior Financial Analyst - FP&A at TELUS in the Toronto, Canada Area. In his role, he specializes in financial planning and analysis for both consumer and small business segments. Brian is responsible for P&L forecasting for the Exclusive Partner Program (EPP) and handles Consumer Marketing OPEX reporting and forecasting. Since joining TELUS in April 2017, he has been a key contributor to the company's financial analysis and planning efforts.
Previous Role at RBC Capital Markets
From 2015 to 2017, Brian worked at RBC Capital Markets in the Toronto, Canada Area as Manager - Controls & Governance. During his two-year tenure, he focused on managing controls and governance activities, ensuring compliance and optimizing internal processes.
Experience at EY
Brian was employed at EY as a Senior Staff Accountant from 2014 to 2015 in Toronto, Canada Area. In this position, he leveraged his accounting skills to perform various auditing and assurance tasks, contributing to the firm's financial integrity and accuracy.
Early Career and Education
Brian Lee began his career as a Staff Accountant at Collins Barrow, where he worked from 2011 to 2014 in the Toronto, Canada Area. Before this, he gained experience as an Internal Audit Trainee at The Canadian Depository for Securities Limited (CDS) for three months in 2010. He holds a Master of Accounting degree, achieved in 2013, and a Bachelor of Accounting and Financial Management, achieved in 2012, both from the University of Waterloo.
Professional Designations
Brian Lee holds the CPA, CA designation, demonstrating his proficiency and expertise in accounting and finance. This certification underlines his commitment to maintaining high standards in his professional field.