Zachary Lee

Assurance Senior Manager @RSM US LLP

Kansas City, MO, US

RSM US LLP (RSM) is the leading provider of audit, tax and consulting services focused on the middle market, with over people in 90 offices nationwide. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than people in over 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit Provide timely, high quality client service that meets or exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables for clients with revenues up to $3 billion• Manage 5 to 10 engagement teams at any given time and prepare end-of-engagement evaluations for Incharges• Provide insight and expertise in accounting for 10 or more opening balance sheets each year for private equity acquisitions ranging from $100 million to over $1 billion.• Supervise substantive testing, analytical review procedures, and SOX testing as well as documentation of internal control systems• Identify technical accounting matters early and assess impact on financial statements, coordinate with firm specialists as needed, and communicate impact with management• Understand skillsets and capabilities of Senior Associates and Supervisors and monitor and review work product that they prepare and report on performance while articulating coaching notes throughout the process• Develop others within the Firm through facilitating levels based or industry training to groups of 25 to 100 individuals as well as advising on career development• Keep abreast of latest developments under US GAAP and IFRS and ensure professional development through ongoing education and research• Provide insightful business advice to present myself as a trusted business advisor• Manage profitability of projects, evaluate strategy for growth of the Firm

Kansas State University

Masters of Accountancy

Kansas State University

Bachelor of Science