Loren Refici

A licensed accounting professional with over thirty years of experience, with a focus on total company financial reporting, budgeting, and analysis. Over my career I have gained a wide range of experience across accounting, internal and external reporting, forecasting and budgeting, analysis, technical accounting, compliance, and Investor Relations. Leadership experience gained over twenty years working with a small team of senior professionals. Strengths include financial statement preparation and analysis, technical accounting knowledge, regulatory compliance, analytical analysis, internal controls, internal and external reporting, and forecasting and budgeting. Adept at presenting information appropriate for a variety of internal and external parties including senior management, board of directors, shareholders, analysts, and proxy advisors. Maintain a mindset that values leveraging technology to improve work processes. I aim to increase my breadth of knowledge of the business and apply my analytical and leadership skills to help drive the success of the Company.

- Implemented new SEC requirements and accounting principles including, but not limited to, XBRL tagging requirements, executive compensation disclosures, revenue recognition, and stock-based compensation expensing. Prepared and presented changes in design of and disclosures within the proxy statement to incorporate best practices and improve readability for the average investor, earning the company a nomination for Corporate Governance Award.

- Significant contributing member of the team implementing strategic planning tool utilized for 3-year projections at the product revenue level. Primary user of this tool to create longer-term financial outlooks utilized at executive strategic sessions.

- Implemented two document management solutions; one for external reporting to improve version control and process efficiency of SEC Edgar filing and XBRL tagging; and a narrative reporting system for internal financial reporting packages to streamline report preparation, allow collaboration, and drive accountability.

- Developed quarterly competitor analysis package that was positively received.

- Finance lead for cross-functional team established for implementation of third-party outsourcing of stock-based award administration and expense reporting in 2006 and 2014.

- Established Sarbanes-Oxley documentation and key controls for the investments and equity financial reporting processes, continually reevaluating for process improvement and appropriate internal controls.

- Completed the Leadership Evolution and Leadership Experience year-long professional development programs, which was designed to drive leadership in the organization.

Continuous focus on support and development of staff, including regular feedback, appropriate recognition, and career development conversations and recommendations.

Treasurer, Sea Dragons Swim Club from 2017 to 2022

Bay Trail PTA Board of Directors: roles as Treasurer, Membership Chair, and Secretary

Editor for Hotline Newletter for Harris Hill Elementary School