Lori Broady
Round Rock
Summary
Accomplished accounting professional with over 20 years of experience in executive support and office management. Demonstrates strong organizational and interpersonal skills, driving efficiency and team collaboration. Proven track record of enhancing operational processes and achieving departmental goals, with a focus on delivering excellence in every task. Passionate about leveraging expertise to contribute to organizational success.
Overview
14
14
years of professional experience
Work History
Independent Financial Consultant
Accounting / Bookkeeper
Round Rock
07.2022 - Current
- Provide full-service accounting, bookkeeping, and financial consulting to a diverse client base, including small businesses, startups, and individuals
- Handle tax preparation, bookkeeping, and financial analysis
- Use accounting software such as QuickBooks, Xero and Excel for financial tracking and to streamline processes
- Provide monthly, quarterly and yearly closeouts and reconciliations of various financial institutions
A/R Invoicing Specialist
DIGITAL MEDIA SOLUTIONS, LLC (DMS)
Round Rock
05.2021 - 07.2022
- A/R responsibilities- generate client invoices across four divisions, receive daily client payments, collections
- Reconciliations- cash / bank, revenue, asset, liability, expense, credit card and clearing accounts
- Accruals- commissions, vendor bills, client invoices, prepaid accounts
- Monthly GP projection reports
- Maintain SOX compliance and satisfy audit requests
- A/P responsibilities- verify and process vendor bills, schedule weekly payouts
- Monitor / audit A/P and A/R aging reports
- Manage business transactions between intercompany divisions
- Monthly trend review analysis on P&L reports with division heads
- Assure ongoing accuracy of balance sheet and general ledger
- Manage multiple accounting emails and fulfill client and vendor requests
- Train constituents following re-org
Staff Accountant
YODEL TECHNOLOGIES, LLC
Round Rock
02.2018 - 05.2021
- A/R responsibilities- generate client invoices on a weekly, bi-monthly and monthly basis for main and sister companies, receive daily client payments, collections
- Assign all new client campaigns in CRM system and ensure accuracy of accounts and data
- Run various reports to track billing and margins
- Navigate multiple partner portals for accuracy of billing
- Event planning- hotel, transportation, flights, venue, catering, etc
- A/P responsibilities- verify and process vendor bills, schedule daily payouts
- Process, verify and pay all expense reimbursements
- P&L and balance sheet financial reporting and audit for month end close
- Reconciliations- cash / bank, asset, liability, expense and clearing account
- Assist with sale of company and transition- prepare import of all vendors, clients and chart of accounts
Executive Assistant Global Administration
IBM (MANPOWER USA)
Austin
10.2010 - 04.2018
- Provide time and calendar management support to executives
- Manage event planning- book conference rooms, venues, catering, etc
- Executive travel (foreign and domestic)- obtain work VISA’s and/or work permits using the Immigration Determination Tool (IDT), flights, hotel, transportation
- Manage Executive’s conference itinerary- registration, facilitate client meetings and transportation
- Create expense reimbursement for all executive travel using the World Wide Expense Reimbursement System (WWERS)
- Act as a liaison for executives on communications or requests from internal constituents and external parties
Skills
- Netsuite (Oracle)
- Quickbooks Online
- Xero
- Billcom
- GSuite
- MS Office
- Lotus Notes
- Microsoft Outlook
- Ten Key
- Type at 75 wpm
- Analytical thinking
- Client relationships
- Project management
- Customer relationship management
- Verbal and written communication
Timeline
Independent Financial Consultant
Accounting / Bookkeeper
07.2022 - Current
A/R Invoicing Specialist
DIGITAL MEDIA SOLUTIONS, LLC (DMS)
05.2021 - 07.2022
Staff Accountant
YODEL TECHNOLOGIES, LLC
02.2018 - 05.2021
Executive Assistant Global Administration
IBM (MANPOWER USA)
10.2010 - 04.2018
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