Amy Lee’s Email & Phone

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Amy Lee

Senior VP, Corp Controller and Treasurer @ EPIC Insurance Brokers & Consultants

Amy Lee Contact Details

San Francisco Bay Area
Senior VP, Corp Controller and Treasurer @ EPIC Insurance Brokers & Consultants
Vice President Finance @ EPIC
Principal @ Self-Employed
@ University of Washington - Michael G. Foster School of Business

 Conduct financial due diligence on buy-side M&A transactions and identify financial and operational risks, specializing in insurance-related businesses and financial advisory services  Preparation of pro forma financials for potential acquisition targets or divestitures  Post-acquisition integration of accounting systems and operations  Seasonal help with year-end close, budgets, forecasts  Preparation of financial audits, due 

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