Lori Martin
Hillsboro,OR
Summary
Reliable Controller familiar with generally accepted accounting procedures, project management and financial statement review. Full understanding of legal requirements. Well-developed communication, relationship building and multitasking abilities.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Contract Accounting Manager
VanderHouwen - Urban League of Portland
12.2023 - 06.2024
- Mentored team members on best practices for invoicing, detailed general ledger reports
- Investigated discrepancies or irregularities in customer account balances, worked closely with internal stakeholders to resolve any issues promptly
- Prepared audit lead reports for annual audit
Contract Fund Accounting Manager
North Portland Area Indian Health Board
09.2022 - 10.2023
- Certified funds allocation for grants according to Uniform Guidance
- Calculated and recorded revenue, indirect costs, invoicing
- Updated and maintained SEFA, grants, and contract reports
- Prepared and negotiated indirect cost proposal, assured allowable direct expenses to federal grants
- Coordinated external audits, along with A-133 Single audit, provided necessary documentation and resolved audit findings promptly
- Guided and mentored other accountants, fostering their professional growth within organization.
Adjunct Instructor
Portland Community College
01.2001 - 12.2022
- Instructed accounting and finance courses part-time to under-graduate students through on-line modality
- Managed classroom effectively to maintain a positive learning environment for all students.
- Participated in professional development opportunities to stay current on best teaching practices and industry trends.
- Examined and graded assignments and assessments to report grades to appropriate personnel.
Contract Director of Finance (part-time)
Robert Half - Holt International
03.2022 - 05.2022
- Oversaw month-end close
- Analyzed financial data to identify trends and provide insights for decision-making purposes
- Prepared monthly financial statements for executive review, highlighting key performance indicators (KPIs) and variances from budget.
- Managed a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
Contract Interim Controller
CFS Staffing - United Way
06.2021 - 03.2022
- Oversaw month-end close
- Mentored, trained and collaborated with staff providing technical support, current guidance on GAAP and nonprofit organizations
- Reconciled balance sheet account each month (Revenue reconciliation emphasis)
- Co-managed and coordinated yearly audit, review, and prepared audit schedules, and audited financials
- Managed all aspects of financial reporting, including preparation of monthly, quarterly, and annual financial statements.
Contract Interim Controller
Robert Half - Albertina Kerr Centers
11.2020 - 04.2021
- Oversaw month-end close and reviewed account reconciliations by staff
- Mentored, trained, and collaborated with staff providing improvement reconciliation processes
- Developed comprehensive process to reconcile accounting to donation databases.
Financial Director
B'nai B'rith Camp LLC
01.2018 - 12.2020
- Re-constructed 18-months of unrecorded transactions
- Prepared and oversaw all financial reports for annual audit
- Established and implemented improvement to processes regarding financial accounting and internal controls
- Spearheaded financial and operational policies for effective compliance and internal controls for organization
- Led annual budgeting process, resulting in accurate forecasts and cost-effective resource allocation
- Closely monitored cash flow, liquidity, and working capital to maintain healthy financial position
- Prepared monthly/quarterly/annual financial statements including balance sheets, income statements, cash flow statements
- Evaluated existing systems/software/tools used within the finance department; recommended upgrades or replacements as necessary
- Spearheaded implementation of new ERP system resulting in improved efficiency of financial processes
- Prepared financial reports for board meetings, presenting key findings and recommendations to support strategic decision-making.
Contract Interim Controller
Robert Half - Alliance for a Healthier Generation
01.2015 - 12.2016
- Successfully delivered annual audit in 4 weeks for a complex, highly leveraged grant revenue-based organization
- Oversaw accounts receivable and accounts payable, and monthly close process
- Prepared GAAP basis actual-to-budget financial reports for BOD and Managers.
Senior Accountant
Self Enhancement, Inc
01.2013 - 12.2015
- Oversaw the proper accounting of all aspects of financial transactions from recording and analyzing to internal and external financial reporting
- Coordinated financial audits and preparation of annual budget
- Prepared grant and contract budget proposals and financial reports for Grant Manager.
- Reconciled accounts and created documents for monthly closure procedures.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
City Recorder/Finance Officer
City of La Pine
01.2011 - 12.2013
- Served as the City Recorder and managed all City elections
- Managed, directed and trained 2 accounting/administrative staff
- Supervised preparation of the annual budget in accordance with Local Budget Law as budget officer
- Conducted preparation of all financial reports for annual audit
- Software conversions.
Certified Public Accountant
Fordham & Company
01.1999 - 12.2002
- Effectively planned, administered, and completed audits with drafted financial statements
- Prepared and reviewed federal and state tax returns
- QuickBooks Consultant.
Education
Master of Business Administration and Finance in Administration and Finance -
Marylhurst University
Marylhurst, ORBachelor of Science in Business Administration and Accounting -
Regis University
Colorado Springs, COSkills
- Financial Reporting
- Tax & Audit Experience
- Proven Process Improvements
- Internal Controls Implementation
- General Ledger
- Payroll Processes & Reports
- Budget & Forecast Analysis
- Cash Flow Management
- HR Benefit Administrator
- MS Office Suite: Excel (expert)
- QuickBooks Enterprise
- Outlook
- Sales Force
- MAS100 ERP
- Word
- FAS depreciation
- Single Audit A-133
- MIP Fund Accounting
- Oracle
- Financial Edge FENXT ERP
- Sage Intacct
- Andar 360
- PowerPoint
- General Ledger Accounting
- Journal Entries
- Financial Report Writing
- Account Reconciliation
- General Ledger Reconciliation
- Bank Reconciliation
- Financial Statement Preparation
- Accounts Payable
- GAAP
- Balance Sheet Reconciliation
- Office Management
- Tax Experience
- Auditing
- Financial Analysis
- Accounts Receivable
- Public accounting
- Business development
- Cash management
- Governmental accounting
- Corporate accounting
- Microsoft Excel
- Accounts Payable
- GAAP
- Balance Sheet Reconciliation
- Office Management
- Tax Experience
- Auditing
- Financial Analysis
- Accounts Receivable
- Public accounting
- Business development
- Cash management
- Governmental accounting
- Corporate accounting
- Microsoft Excel
- Accounts Payable
- GAAP
- Balance Sheet Reconciliation
- Office Management
- Tax Experience
- Auditing
- Financial Analysis
- Accounts Receivable
- Public accounting
- Business development
- Cash management
- Governmental accounting
- Microsoft Excel
- Accounts Payable
- GAAP
- Balance Sheet Reconciliation
- Office Management
- Tax Experience
- Auditing
- Financial Analysis
- Accounts Receivable
- Public accounting
- Business development
- Cash management
- Governmental accounting
- Corporate accounting
- Microsoft Excel
Certification
CPA, OR
Timeline
Contract Accounting Manager
VanderHouwen - Urban League of Portland
12.2023 - 06.2024
Contract Fund Accounting Manager
North Portland Area Indian Health Board
09.2022 - 10.2023
Contract Director of Finance (part-time)
Robert Half - Holt International
03.2022 - 05.2022
Contract Interim Controller
CFS Staffing - United Way
06.2021 - 03.2022
Contract Interim Controller
Robert Half - Albertina Kerr Centers
11.2020 - 04.2021
Financial Director
B'nai B'rith Camp LLC
01.2018 - 12.2020
Contract Interim Controller
Robert Half - Alliance for a Healthier Generation
01.2015 - 12.2016
Senior Accountant
Self Enhancement, Inc
01.2013 - 12.2015
City Recorder/Finance Officer
City of La Pine
01.2011 - 12.2013
Adjunct Instructor
Portland Community College
01.2001 - 12.2022
Certified Public Accountant
Fordham & Company
01.1999 - 12.2002
Master of Business Administration and Finance in Administration and Finance -
Marylhurst University
Bachelor of Science in Business Administration and Accounting -
Regis University
CPA, OR
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