Ali Lee, LSSYB, MAcc

About Ali

Ali is a tech-savvy problem solver who easily adapts to new teams, unfamiliar accounting platforms, and enterprise resource planning systems. An experienced business analyst and project manager, she enjoys dynamic team collaboration to deconstruct and analyze complex financial information and create precise, data-driven solutions.

Holding a Master of Accountancy and dual bachelor’s degrees, Ali’s robust educational background complements her diverse experience in public accounting, industry, and government. Her previous positions include working as a core assurance senior associate with Big Four firm Ernst & Young, a flexible talent network associate with Big Four firm PricewaterhouseCoopers, a senior SEC reporting accountant at a company listed on The New York Stock Exchange, and a private contractor with the U.S. Department of Defense.

A Lean Six Sigma Yellow Belt, Ali is highly capable of identifying, testing, and assessing the design and effectiveness of key financial reporting processes and internal controls, and implementing process improvements and automated systems to optimize workflows and eliminate waste. She is proficient in performing external audit preparation procedures, including technical writing, quantitative analyses, and spearheading ad-hoc presentations to upper management to translate field findings into strategic, actionable solutions.

Ali excels at SEC financial statement reporting and applying generally accepted accounting principles and data analytics to solve complicated business issues from strategy to execution. She has a strong software skill set, including SAP, Baan, BlackLine, Alteryx, OneStream, Oracle, SQL, and Tableau, and is comfortable training and mentoring others to transfer knowledge and improve their skill sets. Ali is an asset to all client engagements as business leaders value her wide-ranging expertise and insightful analysis.

Ali Lee

Ali Lee

Industry Experience

Alcohol & Spirits, Asset Management, Automotive, Chemical Distribution, Consumer Products, Defense, Distribution, Education, Event Management, Financial Services, Food & Beverage, Government, Hospitality, Industrial, Investments/Investment Companies, Manufacturing, Mining, Oil & Gas, Packaging, Restaurant, Retail, Sales, Start-up Companies, Travel & Tourism, Vineyards & Wine Production


  • The Ohio State University, Fisher College of Business, Master of Accounting, cum laude
  • The Ohio State University, Bachelor of Arts, Economics, cum laude
  • The Ohio State University, Bachelor of Arts, Philosophy, cum laude


  • LSSYB – Certified Lean Six Sigma Yellow Belt

Professional Affiliations

  • Association of International Certified Professional Accountants
  • American Institute of Certified Public Accountants

On a Lighter Note

Have you ever participated in a physically or mentally challenging activity?
Yes, two achievements were particularly challenging. First, when I turned my love of skiing into becoming a certified ski instructor with a specialization in avalanche search and rescue, the certification process by the Professional Ski Instructors of America in Aspen, Colorado, was rigorous. And second, when I studied wines and spirits and successfully passed an examination with the Court of Master Sommeliers.

If you could witness any historical event, what would you want to see?
I would really like to go back in time and watch the pyramids in Egypt being built. Also, I think it would be interesting to see how Stonehenge was assembled!

Who is someone you admire, and why?
Klaus Obermeyer, founder of Sport Obermeyer, Ltd., for his inspiring approach to life. Klaus is over 100 years old and still oversees the Obermeyer apparel brand, swims 30 minutes daily, skis during ski season, and says, “Our greatest freedom is how we look at things. We have a choice of perception. We can choose to look at something positively or negatively.” Klaus is a pioneer and legend in the ski industry – his contributions to skiing and skiwear are unparalleled and valued within the outdoor community.