Juliann Lee

Value Delivered

Juliann is responsible for helping EMCOR Services Mesa Energy maintain strong internal control through disciplined accounting processes and procedures. Alongside her team, she prepares monthly financial statements according to the firm’s accounting policies and reconciles all balance sheet accounts.

With a focus on collaboration and integrity, Juliann and her team manage financial reporting, forecasts, budgets, tax filings, insurance questionnaires, and audits as effectively as possible. In all her work, Juliann strives to identify and improve weak control areas while carefully evaluating financial risks for the company.

Expertise

Juliann is an accomplished financial professional with thirty years of experience in the accounting field.

She spent a decade with Baker Commodities, a refinery operation, perfecting her knowledge of cost accounting, inventory valuation, consolidations, corporate allocations, and system conversions. She would eventually design the organization’s financial and management reports, forms, and processes.

Juliann became a Controller for CBRE Technology Services in 2000. In that role, she was integral in implementing a new accounting system, as well as developing an in-house payroll process that helped improve accuracy and streamline billing and job costing.

In 2008, Juliann joined the Mesa team. Within her first year, she had automated and simplified the organization’s accounting processes, helping enable the back office to handle the exponential growth the firm had experienced over the previous few years.

Juliann holds a master’s degree in accountancy/taxation from California State University, Los Angeles and is a Certified Public Accountant (CPA) in California.

The Personal Side

Juliann has two sons and  two grandchildren. She frequently leads mission trips to the Philippines, Mexico, Japan, and Uganda.