Productivity. Profitability. Peace of Mind.

Lee Augustine, CPA

Partner

Executive Summary

Lee is a senior level executive with over 25 years of successful experience in leading finance and accounting operations.  With experience in roles such as CFO, Controller, Accounting Manager, Cost Accountant, Analyst, and Auditor he uses a wealth of experience and creativity to transform financial data into financial information.  He is a strategic thinker, and is able to dissect the core of a business, visualize the big picture, and then break it down to manageable portions that can be analyzed and reassembled into a profitable, sustained outcome.

The business solutions that Lee has implemented have saved the companies he has worked for millions of dollars of cost savings and he has helped create new revenue streams previously not utilized.  Lee has creatively structured or restructured accounting software packages to become information solutions for multi-project businesses where none existed.

Key Career Accomplishments

  • Oversee all financial and accounting functions for 55+ real estate entities, Implemented income tax reduction strategies (Cost Segregation Studies) and real estate tax reduction processes.
  • Drove a systematic review, planned and implemented capital improvement projects through low income housing tax credit programs
  • Negotiated and implemented risk management process which reduced costs and properly evaluated and covered the insurance needs for the property.
  • Researched, contracted for, and implemented a cost segregation study.
  • Developed and maintained a commission database system to integrate sales, trading, and research.
  • Developed database for risk analysis and scheduling for bank field exams.

Professional Experience

  • Oak Hill Business Partners – Partner
  • Burke Development, LLC/ Westbrook Management, LLC – CFO
  • Lighthouse Development, LLC – CFO/Controller
  • Tucker Antony Cleary Gull – Controller/Business Analyst
  • Marshall & Ilsley Corporation -Financial Analyst/Cost Accountant
  • Marshall & Ilsley Corporation – Commercial Audit Supervisor/ Auditor

Education, Certification, Memberships

  • Marquette University, Master’s of Business Administration
  • Wartburg College, Bachelor’s of Arts, Accounting and Business Management
  • Certified Public Accountant