Katie Lei, CPA

Katie Lei, CPA has a strong background in accounting and financial management. Katie is currently working as a Controller at Jane Technologies, Inc., starting in May 2022. Before that, they held the position of Corporate Controller at Lucidworks from January 2018 to April 2022. In this role, they were responsible for global accounting operations, financial close process, and provided expertise on technical accounting transactions.

Prior to Lucidworks, from June 2015 to June 2017, Katie worked as a Corporate Controller at Birst (Acquired by Infor). Katie managed global accounting operations, streamlined the close process, and reviewed customer contracts for revenue recognition implications.

Before that, they served as a Corporate Controller at Livefyre (Acquired by Adobe) from January 2014 to June 2015. In this position, they managed general accounting functions, conducted year-end audits, and handled tax compliance.

From January 2013 to January 2014, Katie worked as a Corporate Controller at Kontagent (Acquired by Upsight). Katie also has experience as the Director of Accounting & Assistant Corporate Controller at MarketTools, Inc. from July 2009 to December 2012.

Earlier in their career, they held the position of Accounting Manager at SKYY Spirits (a Campari Company) from March 2007 to July 2009. In this role, they oversaw the day-to-day general accounting function and developed new business processes.

Katie began their career as an SEC & Revenue Manager at Pharsight in 2005, where they managed the SEC reporting process and prepared financial statements. Katie also worked as an Accounting Manager at McAfee.com from 2001 to 2004, where they managed sales forecasting and revenue recognition processes.

Overall, Katie Lei, CPA has a diverse work experience in various accounting and financial management roles, demonstrating their expertise in areas such as global accounting operations, revenue recognition, financial reporting, and internal controls.

Katie Lei, CPA has attended San Francisco State University, but the specific details such as start year, end year, degree name, and field of study are not provided. Katie has obtained the Certified Public Accountant certification, but the institution and the date of obtaining it are unknown.