About
Josh Lee is an Assistant Controller at Next Legacy Partners, where he helps oversee financial reporting, analysis, and budgeting for the firm's funds. He has over seven years in asset management and previously worked at KPMG as an Audit Manager in the asset management group. He holds a Bachelor's in Accounting from Brock University, is a Canadian CPA, CA, and an inactive California CPA.
Experience
- Next Legacy PartnersAssistant Controllercurrent2023 — presentPalo Alto, California, United States
- Legacy VentureAssistant Controller2022 — 2023Palo Alto, California, United States
- KPMG USManager, Audit Asset Management2019 — 2022San Francisco Bay Area
- MUFG Investor ServicesHedge Fund Accountant2017 — 2019Cayman Islands
- KPMGAssistant Manager2017Cayman Islands
- KPMGSupervisor2015 — 2017Cayman Islands
Skills & more
Microsoft OfficeMicrosoft ExcelAssurance5Financial Accounting5External Audit5GAAP1Financial Reporting1Corporate Tax2Generally Accepted Accounting Principles (GAAP)1U.S. Generally Accepted Accounting Principles (GAAP)Hedge FundsAlternative Investments
+11 more
International Financial Reporting Standards (IFRS)Account ReconciliationInternal ControlsFinancial AnalysisPersonal Income Tax ReturnsGAASFund Of FundsBig 4Fund AdministrationFund AccountingFinancial Services- Chartered Professional Accountant — CPA Ontario
- Chartered Accountant — Canadian Institute of Chartered Accountants
- Certified Public Accountant (Inactive) — California Board of Accountancy
From Josh's professional profile.
Colleagues at Next Legacy Partners
Alan Marty
Investor at Next Legacy Partners
Amber Puebla
Sr. Experience Manager at Next Legacy Partners
Ben Choi
Managing Partner at Next Legacy Partners
Brendon Ayanbadejo
Investor at Next Legacy Partners
Caleagh Creech
Principal at Next Legacy Partners
Chris Doppman
Head of Investor Relations at Next Legacy Partners
Chris Eyre
Investor at Next Legacy Partners
Don Rhoda
VP of Finance at Next Legacy Partners
Frequently asked questions
- Who is Josh Lee?
- Josh Lee is an Assistant Controller at Next Legacy Partners, where he helps oversee financial reporting, analysis, and budgeting for the firm's funds. He has over seven years in asset management and previously worked at KPMG as an Audit Manager in the asset management group. He holds a Bachelor's in Accounting from Brock University, is a Canadian CPA, CA, and an inactive California CPA.
- Where does Josh Lee work?
- Josh Lee is Assistant Controller at Next Legacy Partners.
- Where did Josh Lee go to school?
- Josh Lee studied at Brock University (Bachelor's Degree, Accounting Honours).
Same school
Also attended Brock University22
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Shared employers
Also worked at Legacy Venture18
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