The firm
Jiesen Li Advisory is a founder-led advisory practice. The principal is an Arthur Andersen audit alumnus with NASDAQ-100 SEC reporting experience, a 100% audit defense record across KPMG and EY, and a ten-year arc as co-founder and sole CFO of an AI venture.
Career foundations
Division finance leadership at NBCUniversal Parks & Resorts through the GE-to-Comcast carve-out, and Fotile-backed Bodi Holdings Group launching Choice Hotels of Greater China.
Selected counterparties & engagement partners
As customers, institutional investors, auditors, carriers, brokers, lenders, processors, system vendors, and JV partners. Listed for context, not as endorsements.
Intersil silicon embedded in consumer device platforms.
Among institutional shareholders covered.
ASC 350 intangible impairment testing on a $3–5B base defended through both firms.
Property insurance program across global semiconductor operations.
Corporate banking, debt-covenant compliance, and credit facility administration.
Active corporate, treasury, and reporting interaction across the parent-to-parent transition.
Insurance brokerage across the theme-park and Loews JV hotel insurance program.
Merchant acquirer aggregating three POS environments; enterprise fraud platform sourced and implemented.
Portofino Bay, Hard Rock, and Royal Pacific JV.
Full SAP FI/CO/MM/PP/SD and Oracle stack at Intersil; led CCH ProSystem tax implementation.
Three POS environments aggregated — ticketing, F&B, and merchandise.
Property management and hotel ERP stack.
By the numbers
References
Jiesen did a superb job as a member of the Finance department and the Investor Relations manager at Intersil.
Jiesen was an outstanding partner. During his tenure at Universal he provided excellent leadership and improved many processes resulting in savings in time and headcount. He would be a great addition for any company.
Jiesen has been a great leader. He is the kind of leader who is able to shape the environment. Jiesen has strong work ethics. He tackles tasks that others are afraid to touch. He coaches his team step by step when necessary. It's been a great and enjoyable experience working with Jiesen!
Jiesen is an energetic, focused, 'get it done' leader. His technical expertise coupled with a phenomenal attitude make a unique combination. I thoroughly enjoyed working with Jiesen and would love to work with him again in the future.
I worked with Jiesen while we were both MBA students at Crummer Graduate School of Business at Rollins College. Jiesen is very intelligent and easy to work with. He always made sure projects were completed on time and with great precision, often noticing details others missed.
Signature capability
Most candidates have one tier. We have built or rebuilt three distinct payments stacks — and we have stood up the people-side ops in each, not just the tooling. The tooling is one thing; the analyst team is the harder thing.
Merchant acquiring through BAMS aggregating three POS environments — ticketing, F&B, merchandise. Sourced and implemented Accertify; built chargeback and online-fraud analyst teams from scratch.
Built from blank page at an AI/SaaS venture — analogous to fintech and payroll-platform integration architecture. Embedded API integrations to distribution and sponsorship partners.
Online ordering, gift cards, loyalty, e-commerce, catering deposits — brought to best practice across a 9-unit operator group. POS-to-ERP routing fixed at the source.
Representative engagements
Details modified where necessary to protect client confidentiality.
AI in the engagement model
Every Jiesen Li Advisory engagement is delivered through production LLM workflows operating on transaction-level GL extracts — forensic reconciliation, accrual audits, close commentary, balance sheet memos, valuation modeling. Outputs cite back to source rows. Client information is never used to train models, retained beyond the engagement, or disclosed.
Compliance & ethics
The firm operates under the AICPA Code of Professional Conduct and applicable state board rules, including Circular 230 for tax matters. Engagements run under written letters with defined scope, independence checks, and conflicts screening. Attest services and tax-return preparation are delivered through licensed affiliate firms under separate engagement letters.
Start a conversation
Goes straight to the principal inbox. We respond within one business day.
Working on it yourself first? jiesen.ai — your AI CPA Partner → — Tax, valuation, technical accounting, forensic — all the automated workflows.
Prefer to browse services first? See the practice areas →