Summary
Overview
Work History
Education
Skills
Awards
Accreditations
Timeline
Generic

Lori J. Danik

Cockeysville,MD

Summary

Dynamic accounting professional with over 25 years of progressive experience in accounting, cost accounting, and financial analysis. Proven expertise in finance management and leveraging information technology to enhance financial operations. Skilled in driving efficiency and accuracy in financial reporting while implementing strategic solutions that support organizational goals. Committed to delivering high-quality results and fostering collaborative relationships across departments.

Overview

11
11
years of professional experience

Work History

Accounting Manager/ Sr. Accountant

KCI Technologies, Inc.
04.2022 - Current
  • Manage a staff of six employees including the Payroll Manager, Accounts Payable and Accounts Receivable.
  • Responsible for monthly A/P and A/R closings along with managing cash daily.
  • Responsible for monthly general ledger analysis and entries.
  • Responsible for all sales and use tax filings for several different states.
  • Responsible for all WIP financial analysis as well as providing weekly reports to Project Accountants.
  • Responsible for monthly reports for management reports and quarterly board reports.
  • Key member of implementation team as KCI moves from Oracle to Microsoft D365.
  • Coordination with the Controller for all Outside Audit requests.
  • Responsible for overhead audit calculations and coordination with the State of Maryland regarding credits for State projects.
  • Technical lead for Microsoft D365 including creation of all financial statements through D365.

Accounting Supervisor

Gray & Son, Inc.
08.2018 - 04.2022
  • Manage a staff of nine employees including the Payroll Manager and Payroll Department, Accounts Payable, Accounts Receivable, Runner and Reception.
  • Payroll (in-house processing) - Back-up to all payroll processes responsible for all W2’s and all tax and other statutory filings.
  • Responsible for all cash management processes.
  • Responsible for all balance sheet reconciliations.
  • Provide executive reporting to members of the management team.
  • Responsible for ensuring that all construction projects are reported appropriately each month.
  • Company lead for various aspects of the annual external audit.
  • Responsible for ensuring the correctness of certified payrolls and initiating any necessary adjustments.
  • Responsible for quarterly presentations to the executive management team for the Finance department.
  • Use SQL programming to extract financial data from the Vista Viewpoint ERP.

Project Cost Accountant

Kimball Construction Company
01.2018 - 08.2019
  • Established budget and cost control procedures to ascertain the tracking of all project costs.
  • Reviewed and analyzed budget and expenditures for each project component.
  • Identified and reported cost overruns/under-spends so that the project manager could take appropriate actions.
  • Developed new reporting mechanisms that provided the project managers and management team with data to create better projections.
  • Responsible for recording the WIPs and revenue recognition for all projects on a monthly basis.
  • Responsible for ensuring that all pay applications were submitted on a timely basis and that all accounts payable were made in a timely manner regarding each project.
  • Responsible for the training of the payroll employee and then became the back-up. In addition to weekly payroll processing, all payroll duties were my responsibility which included ensuring timely payment of taxes, union dues, etc.
  • Supported the CFO with general ledger reconciliations of accounts, review of expenses and monthly journal entries.
  • Reviewed the P & L monthly and reported discrepancies to the CFO.

Controller

Hy-Tech Machine, Inc.
05.2014 - 01.2018
  • Safeguard assets and assure accurate and timely recording of all transactions by implementing disciplines of internal audits, controls and checks across all departments.
  • Manage the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credits and collections, payroll, perpetual inventory integrity, general accounting, and human resources.
  • Issue timely monthly financial records for CFO and Management team.
  • Provide financial analysis tools to evaluate special projects, programs, capital expenditures, etc. when necessary.
  • Interface with outside audit firms, insurance agents, and credit card companies.
  • Protects operation by keeping financial information and plans confidential.
  • Completes operation requirements by assigning tasks to employees and tracking results.
  • Coordinates and assists in the preparation of the budget and financial forecasts.
  • Accurately processes payroll as well as monitoring vacation and benefits.
  • Actively manages wage garnishments and processing of termination checks.
  • Responsible for all reporting for payroll regarding ACA, 401K, multiple worksite reports.
  • Responsible for all processing, updates, and changes in ADP.
  • Reconciled tax payments for federal, state, and local payroll.
  • Assists in problem solving and resolution in many areas such as A/P, A/R, Purchasing, Inventory, etc. Especially for the manufacturing division in our in-house manufacturing system.
  • Responsible for all cycle counting and inventory reconciliations.
  • Responsible for calculation and filing of sales and use tax.
  • Responsible for 1099 reporting at year end.
  • Key Member of implementation team for UGI conversion to Global Shop Solutions (GSS).

Education

MBA -

Ashland University
Ashland, OH

BA Management -

Malone University
Canton, OH

Skills

  • Provide on-site, desktop, network and applications support for Manufacturing ERP systems and Microsoft Office
  • Implementation Team for Global Shop Solutions (GSS) - SAP – Oracle and JDEdwards

Awards

American Red Cross Certificate of Merit – for selfless and humane action in saving a life.

Accreditations

Project Management, Business Analytics, GSS, SAP, BPC, Oracle ERP/MRP, JD Edwards, Financial Reporting Software, Syteline, AS400 Mainframe, UGI (Linux based), Viewpoint Construction Software, Mobile Field Manager, Viewpoint Aatrix, SQL, QuickBooks, Crystal Reports, Implementation of Self-Directed Work Teams, ISO 9000 Internal Auditor, SAS Programming Language, Proficient in Excel, and other PC based operations, Microsoft D365.

Timeline

Accounting Manager/ Sr. Accountant

KCI Technologies, Inc.
04.2022 - Current

Accounting Supervisor

Gray & Son, Inc.
08.2018 - 04.2022

Project Cost Accountant

Kimball Construction Company
01.2018 - 08.2019

Controller

Hy-Tech Machine, Inc.
05.2014 - 01.2018

MBA -

Ashland University

BA Management -

Malone University

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Lori J. Danik