Charles Lee

Charles has over 20 years of experience in private accounting. He is skilled in budgeting, forecasting, financial analyses and internal controls. He is technically proficient in multiple ERP systems like Epicor and MAS 200.

Prior to joining Brandlin & Associates, Charles was the controller of Ideal Living Management – where he helped the company grow from retail sales only, to developing a complimentary wholesale and online customer base. At RSA Engineering Products, Charles helped complete the sale to TriMas for $85MM in 2020.

Charles spent years in managerial positions within the finance department of various industries including aviation, manufacturing, media & entertainment, consumer wholesale, distribution and retail. Charles streamlined internal processes within many of the Finance departments within which he served by improving month-end closing processes and accelerating reporting timetables.

Charles graduated from the California State University, Long Beach, with a Bachelor of Science degree in Accounting. He is a Certified Public Accountant, licensed by the State of California and is now in the process of completing additional educational requirements towards his Enrolled Agent designation with the Internal Revenue Service.