Lori Bauer
Dallas,TX
Summary
Results-driven Operations and Accounting Manager with extensive experience in leading teams and optimizing processes to achieve cost-effective outcomes. Expertise in strategic planning, operational efficiency, and staff development has consistently led to improved workflows and reduced costs. Demonstrated ability to enhance business performance through innovative problem-solving and effective leadership while managing diverse functions such as accounts receivable, vendor negotiations, and contract management. Recognized for exceptional customer service skills and fostering team collaboration to drive organizational success.
Overview
22
22
years of professional experience
Work History
Chief Operations Manager
Ladd Gardner Aviation Insurance Agency, Inc.
Addison, TX
03.2017 - Current
- Managed billing and payments for customers and vendors.
- Ensured accurate bank statement comparisons.
- Provided exceptional customer service to resolve account issues.
- Developed and maintained comprehensive budgeting frameworks.
- Handled company contracts and maintained compliance.
- Payroll/Human Resources
- Administered and managed financing operations.
- Led team efforts to maintain operational efficiency.
- Reorganized the company's financial structure to enhance profitability.
- Developed comprehensive financial reports to support strategic decision-making processes.
- Ensured timely and accurate completion of 1099 forms.
Accounting/Human Resources
HPC Property Services, LLC
Carrollton, TX
01.2009 - 03.2017
- Conducted delinquency reviews and worked with managers to address outstanding issues.
- Handled documentation for all new leases and lease renewals submitted by on-site managers.
- Ensured accuracy of lessee details ahead of finalizing leases.
- Processed deposits received from various on-site apartment managers.
- Evaluate weekly documentation to ascertain property vacancies.
- Addressed deposit discrepancies with on-site managers.
- Handled vendor and owner billbacks accurately.
- Implemented comprehensive accounting software systems.
- Integrated new properties into company platform.
- Performed auditing.
- Processed security deposit refunds for former tenants.
- Executed diverse roles in accounting and administration.
- Managed accurate issuance of 1099 statements.
Administrative /Accounting
Lake Park Sales
Placentia, CA
05.2003 - 11.2008
- Handled accounts payable procedures for numerous property entities.
- Collaborated with management to prepare billing statements for mobile home communities.
- Managed and resolved resident complaints.
- Maintained precise inventory records for diverse warehouse items like utility meters, pipes, and signs.
- Enhanced collaboration efforts between municipal services and mobile home parks.
- Delivered effective training to enhance the skills of onsite managers in various locations.
- Ensured timely completion of all 1099 processing tasks.
- Managed planning and execution of yearly company functions.
- Facilitated special projects and new acquisitions for owners.
- Managed contractor payment schedules accurately.
- Supported senior leadership in resolving tenant concerns and optimizing interoffice procedures.
- Maintained accurate knowledge of changing utility company rates.
Education
High School - General Studies with emphasis on English Literature and Creative Writing
Orange High School
College - General Studies: Emphasis on Business Communications and English Literature
Fullerton College
College - General studies: Emphasis on English Literature
Santa Ana College
Skills
- Staff training and development
- Cross-functional coordination
- Workforce planning
- Business analysis
- Organizational development
- Month-end reporting
- Bank account reconciliations
- Budget projections/ Administration
- Office management software
- Database administration
- Information protection
- Policy implementation
- Office administration
- Staff management
- Journal entries
- Payroll
- Meticulous attention to detail
- Forecasting
- Financial management
- Notary
References
References upon request.
Timeline
Chief Operations Manager
Ladd Gardner Aviation Insurance Agency, Inc.
03.2017 - Current
Accounting/Human Resources
HPC Property Services, LLC
01.2009 - 03.2017
Administrative /Accounting
Lake Park Sales
05.2003 - 11.2008
High School - General Studies with emphasis on English Literature and Creative Writing
Orange High School
College - General Studies: Emphasis on Business Communications and English Literature
Fullerton College
College - General studies: Emphasis on English Literature
Santa Ana College
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