Kelvin Lee, Cpa
About Kelvin Lee, Cpa
Kelvin Lee is a Financial Planning and Analysis Manager at TouchBistro in Toronto, Ontario, with a background in accounting and finance. He has experience in various roles, including financial analyst positions at Statistics Canada and mentoring CPA students.
Work at TouchBistro
Kelvin Lee serves as the Financial Planning and Analysis Manager at TouchBistro, a position he has held since 2021. Based in Toronto, Ontario, Canada, he has been instrumental in managing financial planning and analysis functions within the organization. His role involves overseeing financial performance, budgeting, and forecasting, contributing to the overall financial strategy of the company.
Previous Experience in Financial Analysis
Before joining TouchBistro, Kelvin Lee worked in various financial analysis roles. He was a Senior Financial Analyst at Softchoice from 2019 to 2021, where he focused on planning and analysis. Prior to that, he held positions at Statistics Canada, including Senior Financial Analyst and Financial Analyst, from 2017 to 2019. His experience in these roles has equipped him with extensive knowledge in financial reporting and corporate financial planning.
Education and Expertise
Kelvin Lee has a strong educational background in accounting and finance. He studied at the University of Toronto - Rotman School of Management, earning a Bachelor of Commerce (B.Com.) with a focus on Public Accounting and Economics from 2013 to 2017. He furthered his education at Chartered Professional Accountants of Canada (CPA Canada), completing the Professional Education Program from 2017 to 2019. Additionally, he has received training in Data Analysis and Financial Modeling through Microsoft Excel Training in 2016.
Mentorship and Professional Development
Kelvin Lee actively mentors CPA students, playing a significant role in the development of future professionals in the accounting field. He supervises markers at the CPA National Marking Center, providing constructive feedback to assist candidates in preparing for the CFE exam. His commitment to mentorship demonstrates his dedication to fostering growth and knowledge within the accounting community.
Skills in Programming and Analysis
In addition to his financial expertise, Kelvin Lee is enhancing his skill set by learning programming languages such as SQL, VBA, and Python. This initiative reflects his commitment to professional development and staying current with industry trends. His programming skills complement his financial analysis capabilities, allowing him to leverage technology in financial planning and reporting.