Lori Smith
Destin,FL
Summary
Accomplished professional with extensive experience managing accounting functions for multinational corporations. Expertise in project management, overseeing complete accounting cycles, and developing financial policies and procedures. Strong knowledge of US GAAP, IFRS, and various statutory requirements.
Overview
24
24
years of professional experience
Work History
Financial Controller & Director of Human Resources
US Resources, Inc. & US Resources, Healthcare, LLC
05.2014 - Current
- Successfully managed all aspects of Financial Management and Human Resources for a Managed Service Provider and a Healthcare Staffing Company, including, but not limited to:
- SaaS
- Full Cycle/ GAAP Accounting
- Employee Management- New Hires, Terminations, PIPs, employee complaints and annual reviews
- Payroll and Taxes
- Benefits & Insurance
- Employee Engagement Programs
- Budgeting & Financial Analysis
- Accounts Receivable
- Accounts Payable
- Credit & Collections
- Sales & Use Taxes
- Corporate Tax Preparation and Review
- 401K Management & Administration
- Legal Intermediary
Director of Operations
Chapman Development, LLC & Bruno Clay Management, LLC
02.2012 - 03.2014
- Simultaneously ran the day-to-day operations, accounting and compliance for both the commercial development company, the construction management firm and ongoing leasing and maintenance of the properties for the owners.
- This included full cycle accounting, CAM Charges, administration, leases and collections.
Controller/ Assistant Chief Compliance Officer
Piedmont Investment Advisors, LLC
04.2008 - 11.2011
- Responsible for the day-to-day operational, financial and legal compliance of an Investment Management firm with over $250 million dollars in assets, three locations and multiple LLC’s.
- Completed all tasks related to GAAP accounting, due diligence and compliance in accordance with FINRA, IARD and SEC.
- Successfully completed an SEC on-site audit.
- Provided all facets of payroll and human resources for the company.
Financial Consultant
The Paper Trail
01.2001 - 04.2008
- Provided GAAP accounting, financial analysis and administrative support for individuals and companies.
- Completed all functions related to full-service accounting and bookkeeping in QuickBooks for companies’, farms, individuals, absentee owners, and large-scale residential renovations.
- Construction renovations ranged from $500,000-$7,000,000 and clients with annual incomes from $200,000- 10,000,000.
Education
Bachelor of Science - Finance & Accounting
University of Maryland
Skills
- Financial management
- GAAP accounting
- Payroll administration
- Project management
- Team collaboration
- Process improvement
- Compliance management
- Month-end closing
- General ledger management
- Financial reporting
References
Available upon request
Applications
- Connectwise
- Channel
- Customized Corporate Accounting Systems
- Great Plains/Yardi
- Bill.com
- QuickBooks Desktop/Quickbooks Online
- Sharepoint
- ConnectBooster
- Microsoft 365, Teams, Excel and Word
- Google Docs
- Sharefile
References
References available upon request.
Timeline
Financial Controller & Director of Human Resources
US Resources, Inc. & US Resources, Healthcare, LLC
05.2014 - Current
Director of Operations
Chapman Development, LLC & Bruno Clay Management, LLC
02.2012 - 03.2014
Controller/ Assistant Chief Compliance Officer
Piedmont Investment Advisors, LLC
04.2008 - 11.2011
Financial Consultant
The Paper Trail
01.2001 - 04.2008
Bachelor of Science - Finance & Accounting
University of Maryland
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