Lee Augustine, CPA

adxtqq@r.postjobfree.com • www.linkedin.com/in/lee-augustine-57540750

Brookfield, Wisconsin, 53005, US • 414-***-****

Corporate Controller

Over 20 years’ experience overseeing all aspects of financial management ranging from simple accounting to broad investment and banking operations across financial services industry.

Repeated success reviewing operational accounting structures, developing the process improvements, and implementing new systems/software to replace ineffective systems. Expert at cash management of multiple entities with the multiple bank accounts and credit lines. Highly skilled in tracking cash flow and financial planning, whilst auditing financial documents and procedures, reconciling bank statements and calculating tax payments and returns. Adept at presenting the information to top level management for greater insight of company’s operations with understanding the global picture and financial procedures.

Areas of Expertise

•Financial Management

•Investment Tax Credit

•Cost & Benefit Analysis

•Merger & Acquisition (M&A)

•Budgeting & Forecasting

•IT Strategy Implementation

•Accounting Automations

•Teamwork & Leadership

•Key Project Management

Career Experience

Tax Compliance Specialist Amundsen Davis LLC. Milwaukee WI 7/2021-present.

Preparation of Partnership (1065), Corporation (1120, 1120S), Fiduciary (1041, 990) and Individual Tax returns. Clients are primarily real estate companies and their owners. Required to understand the tax laws, the tax software, CCH ProSystem fx, work with other tax professionals in collaborative work, review others work, and train others on the software, and process and procedures of the tax department.

Created Value by maximizing tax deductions to help reduce taxable income, in overall coordination with real estate developer’s global portfolio. Maximizing depreciation, researching tax credits, producing mini cost segregation studies in house, and timely producing tax filings and information.

Corporate Controller / Assistant to CFO - Financial Accounting and Financial Operations

Decade Properties Inc. and Affiliates Brookfield WI & Clearwater Beach FL 4/2018 -4/2021

Oversee the company’s financial operations relating to hospitality businesses and property management of commercial office buildings, condo development, and other real estate ventures. Manage a 15 division 600 employee multi state, multi business operation while coordinating and standardizing payroll data to import into accounting system from current manual processes. Liaise with CFO in providing insurance coverage and accounts’ necessary balances for business operations to achieve financial objectives.

●Interacted with the banking and merchant services professionals on operational concerns to get access to banking and credit card transactions for 125+ bank and 30+ merchant service accounts.

●Played a vital role in multi-site operations in FL & WI, working with external software for hotels (Oracle Opera & Micros) to import the information into ERP systems with external IT consultants.

Controller, Reliable Door and Dock, Inc. - Jackson, Wisconsin (Main Company) 12/2016 – 04/2018

Controller, Joe Wilde Company, Llc- New Berlin, Wisconsin, (Division) 03/2017 – 04/2018

Held full responsibility for providing financial and administrative services in a multi-company commercial and residential door installation and service entity with emphasis in the following areas. Performed daily tasks like check writing, cash receipts applications while preparing the financial statement analysis.

●Directed the selection to implementation of a new ERP system (Servman) as well as acquisition due diligence, purchase analysis, and integration of subsidiary residential garage door company.

Controller, Korndoerfer Homes, Inc- Sturtevant, Wisconsin 04/2015 – 09/2016

Tasked with delivering financial and administrative services in a multi-entity construction and real estate holding company with emphasis in the following areas like construction and job costing on each home built, accounting/administrative staff management, and preparation of financial statements for entities. Introduced the construction accounting procedures to record revenues or expenses for projects.

●Contributed towards the substantial upgrade of IT environment in coordination with external IT consultants and technicians in regards to servers, computers, security, and overall performance.

●Reconciled and corrected construction accounting books / records using Sage in January 2013.

●Successfully introduced the employee retention strategies along with the expanded 401k safe harbor, profit sharing, and cash balance plans as well as adding dental/vision insurance coverage.

Consultant, Trinity Financial Solutions • Wauwatosa, Wisconsin (self-employment) 03/2013 – 04/2015

Acknowledged as a consultant for accounting and tax consulting services, including the bank field audits, financial planning analysis, individual tax return preparation, and 401K administration. Performed bank field audits of commercial customers; reviewing A/R, inventory and accounting records for secured lines of credit. Held accountability for preparing returns for tax service and for personal clients as a CPA.

●Maintained accounting system and records including client tax analysis and 401K administration.

Additional Experience

CFO / Controller / Accounting Manager (2006 – 2013) at Burke Properties • Milwaukee, Wisconsin

Controller / Accounting Manager (2001 – 2006) at Lighthouse Development • Milwaukee, Wisconsin

Controller / Business Analyst (1997 – 2001) at Tucker Anthony Cleary Gull • Milwaukee, Wisconsin

Auditor and Business Analyst (1987 – 1997) at Marshall and Ilsley Corporation, Milwaukee, Wisconsin

Education

Master of Business Administration (MBA)

Marquette University, Milwaukee, Wisconsin, US

Bachelor of Arts (BA) in Accounting / Business Administration

Wartburg College, Waverly, Bremer County, Iowa, US

Certifications

Certified Public Accountant (CPA) – Wisconsin

Affiliations

Member, Wisconsin Institute of Certified Public Accountants

Associate Member, American Institute of Certified Public Accountants

Computer Skills

Microsoft Office Suite, Sage 300 Construction & Real Estate (Timberline), QuickBooks

Great Plains Dynamics, AS400 Systems, Servman Skyline, Datapro, Proficient in Excel and Access

CCH Prosystem fx, Proseries, Intuit – Tax software

Contact this candidate