About Kevin

Kevin Lee is a partner in the Firm’s Technical Review and Quality Control Group. He is responsible for establishing, implementing, and maintaining the Firm’s assurance policies and procedures and compliance with governing bodies. In addition, he provides guidance to Firm professionals on technical accounting and auditing matters and reviews SEC audit engagements as a quality reviewer.

With more than 16 years of experience, Mr. Lee is fluent in accounting, auditing, internal controls, root cause analysis, and regulatory oversight. He has in-depth knowledge of US GAAP, SEC reporting, and PCAOB auditing and related professional practice standards. Mr. Lee has extensive experience with complex multi-national audit engagements for publicly traded companies in various industries, including financial services, retail and consumer products, telecommunications, industrials, and information technology. His area of specialty includes revenue recognition, business combinations, financial instruments and derivatives, equity transactions, and regulatory requirements related to broker-dealers.

Prior to joining the Firm, Mr. Lee worked at the Public Company Accounting Oversight Board (PCAOB) focusing on the development and implementation of the Broker-Dealer Inspection Program and participating in both domestic and international inspection programs associated with “Big Four” and other accounting firms. Previously, he was in the Banking and Securities practice at one of the “Big Four” accounting firms, where he specialized in broker-dealers.

Prefessional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
Practice Focus

SEC Reporting
Mergers & Acquisitions
Financial Instruments & Derivatives
Accounting and Auditing
Revenue Recognition
Internal Control Over Financial Reporting
Quality Control

Education

Bachelor of Science in Accounting, Finance, and Economics
Rutgers University