Summary
Overview
Work History
Education
Skills
Timeline
J Michael Lohr

J Michael Lohr

Finance/Accounting
Richmond,VA

Summary

Highly motivated, team-oriented player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Willingness to take on added responsibilities to meet team goals.


Adept at managing budgets, financial forecasting, financial statements, general accounting, and human resource functions.


Experienced in qualitative and quantitative analysis. Tech-savvy in use of spreadsheets, accounting, and financial management software


Highly proficient in building lasting relationships with key decision makers, customers, and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

12
12
years of professional experience

Work History

Accountant

Wishy Sales
01.2012 - Current
  • Handle day-to-day accounting processes to drive financial accuracy.
  • Complete daily cash functions including account tracking, payroll, budgeting, forecasting, cash management, and banking reconciliations.
  • Gather financial information, prepare documents, and close books.
  • Evaluate and improve financial records to make important business decisions.
  • Prepare and file tax forms.

Director of Finance

Elijah House Academy
07.2021 - 10.2023


  • Compiled financial and operational reports for company leadership and the Board of Directors to facilitate informed and strategic decision-making.
  • Prepared monthly reconciliation of bank accounts
  • Implemented new payroll system, and benefits program including medical.
  • Managed corporate insurance.
  • Enhanced internal control systems and procedures to mitigate risk and support opportunities.
  • Analyzed financial statements against forecasts to prepare high-level variance analysis.
  • Managed Human Resources

Relationship Banker

Bank Of America
04.2017 - 04.2021
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Presented new and additional products and services to existing customers.

Treasury Sales Manager

PNC Bank
05.2013 - 04.2017
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Resolved customer problems to maintain relationships and increase customer base.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed accounts to retain existing relationships and grow share of business.

Education

Bachelor of Science - Finance / Management Information Systems

University of Virginia, Charlottesville, VA

MBA - Finance

University of Richmond, Richmond, VA

Skills

  • Financial Management
  • Financial Budgeting and Reporting
  • Business Operations and Forecasting
  • Financial Statements Expertise
  • Operational and Process Improvements
  • Compensation and Benefits Management
  • Human Resources Knowledge
  • Payroll Administration
  • Collections Best Practices
  • Internal Controls
  • Customer Experience
  • Intuit QuickBooks

Timeline

Director of Finance - Elijah House Academy
07.2021 - 10.2023
Relationship Banker - Bank Of America
04.2017 - 04.2021
Treasury Sales Manager - PNC Bank
05.2013 - 04.2017
Accountant - Wishy Sales
01.2012 - Current
University of Virginia - Bachelor of Science, Finance / Management Information Systems
University of Richmond - MBA, Finance
J Michael LohrFinance/Accounting