Julie Lee

Deliver hands-on leadership across financial reporting, technical accounting, audit readiness, and process design. Jul 2025 - Present: Fractional Controller for Innovayte providing ongoing technical accounting and financial reporting.

Self-clearing financial services company operating in a regulated broker-dealer environment. As Controller, I led financial reporting and technical accounting, including drafting accounting memos for complex transactions.

Following the acquisition of First Republic Bank, I was retained by JPMorgan Chase & Co. to lead critical aspects of the transition, including broker-dealer merger financial reporting and regulatory coordination, ensuring accurate reporting and compliance during a complex integration.

Accounting leader for Private Wealth Management, including FinOp-related responsibilities among broader accounting and financial reporting functions, including oversight of broker-dealer financial statements and month-end process.

Managed accounting and reporting f, including capital calls, allocations, waterfall calculations, and GAAP-compliant financial statements, ensuring accuracy for investors and auditors.

Delivered financial statement assurance services to a broad range of asset management clients, including private equity, venture capital, hedge funds, and mutual funds.