About Jimmy Lee
English
Native or bilingual
Experience
- Vision33Sage Intacct Implementation ConsultantDecember 2025 - May 2026 (5 months)– Lead end-to-end Sage Intacct implementations for UK clients, owning the full project lifecycle from blueprinting and configuration through to UAT and go-live cutover– Run pre-sales discovery sessions and deliver tailored product demonstrations across hospitality, logistics, and multi-entity sectors, translating pain points into value-driven solutions– Facilitate blueprinting workshops to capture and document client requirements, producing solution design specifications for sign-off before build commences– Configure complex accounting systems incorporating multi-entity structures, multi-currency, AP/AR approval workflows, and advanced fixed asset management– Manage UAT phases end-to-end — coordinating test scripts, resolving functional and technical issues, and confirming system readiness ahead of go-live– Deliver comprehensive user training and post-implementation support, maintaining 100% positive client feedback across all engagements
- Percipient Ltd,Sage Intacct Implementation ConsultantJuly 2024 - December 2025 (1 year and 5 months)United Kingdom– Lead consultant on 5+ successful Sage Intacct implementations, ranging from single-entity to complex 30+ entity organisations across hospitality and logistics– Conducted full-cycle project scoping, system configuration, data migration, and go-live support — consistently delivering on time with 100% positive client reviews– Built custom reports and dashboards to client KPI specifications; executed complex data migrations using advanced Excel and bespoke macro development– Completed 2 Sage Intacct Planning implementations, extending service offering into budgeting and forecasting for existing clients– Managed UAT coordination, resolving technical and functional issues ahead of go-live; delivered pilot demonstrations and training programs driving successful user adoption– Provided expert helpdesk support for complex accounting queries; collaborated with development teams on system integrations and custom reporting requirements
- Cargo World Logistics Ltd,Assistant Management Accountant — Systems Implementation LeadAugust 2020 - January 2023 (2 years and 5 months)Warrington, UK– Delivered monthly management accounts (P&L, balance sheets, sales reports) with 100% on-time completion rate– Led migration from Sage 50 to Xero: managed data conversion, chart of accounts restructuring, configuration, and staff training with zero disruption to month-end reporting– Project managed company-wide transition from Datafreight to Cargowise, coordinating cross-functional teams to migrate customer data, pricing structures, and operational workflows– Managed daily bank reconciliations across EUR, USD, and GBP; prepared and submitted monthly VAT returns; oversaw purchase and sales ledgers and credit control
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Education
- Sage Intacct Certified ConsultantSage Intacct Certified Consultant
- Cargowise Certified SpecialistCargowise Certified Specialist