Lori Summers
Lemoore,CA
Summary
Highly-motivated Naval Veteran desireing to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Fiscal Manager
Office of the District Attorney Office, Tulare CA
Tulare , CA
2021.11 - Current
- Managed operations budgeting, accounts payable and accounts receivable and payroll.
- Analyzed financial data to identify potential areas of cost savings and revenue enhancement.
- Resolved any discrepancies between actual results versus budgeted amounts.
- Submitted fiscal reports outlining financial expenditures and budget issues.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Reviewed contracts for accuracy, completeness, and appropriateness of expenditures.
- Coordinated audit activities by preparing schedules, organizing documents and responding to auditor inquiries.
- Performed research into funding sources such as grants or other programs that may provide additional resources for the organization's projects.
Accounting Manager
Roman Catholic Bishop of Fresno
2020.08 - Current
- Oversaw all accounting functions, Parish Financial Reporting, and Payroll for the Diocese and Office of Catholic Education within the Fresno parishes and schools
- Supported the CFO and Department Directors with various Fiscal and accounting tasks to ensure compliance with Agency/Programmatic Policies, procedures, and professional standards
- Researched and resolved complex discrepancies to accounts and audits
- Managed a six-person team, encouraging the personal and professional development of a culturally diverse department.
Financial Analyst
Adventist Health
2017.07 - 2020.06
- Provided data and analyses used in capital and strategic growth planning
- Produced monthly financial statements and business analyses for business units within the organization and developed and maintained databases and reports to provide efficient monitoring tools to our leadership team
- Assists with annual budget planning and monitoring processes
- Serving in a business advisory capacity for our leadership teams by providing data and analytics to support operational decisions and goals, ensuring efficient utilization of resources and high-quality patient outcomes.
Staff Accountant
Adventist Health
2015.02 - 2017.07
- Daily review and verification of Fraud Management services for eight network bank accounts, confirming records for unusual activity and canceled checks
- Audit, reconcile, and post Central Valley General Hospital, Cash management, Accounts Payable, and Payroll utilizing bank statements, AS400, and Cerner
- Balance, reconcile, and post journal entries for three Patient Refund bank accounts, working closely with the Centralized billing office to ensure accuracy and strict adherence to generally accepted accounting principles
- Prepare, and analyze Cash Clearing for Adventist Medical Center Reedley, Central Valley, and Hanford Hospitals
- Reconciling financial statements, batch logs, AS400, and Cerner reports assessing the accuracy and completeness of current obligated funds.
Divisional Leading Petty Officer
Fleet Readiness Center West
2012.07 - 2015.02
- Budgeted and allocated $ 253 thousand per 2013/2014 Fiscal year for sustainment services and supplies
- Negotiated contracts, terms, and conditions on behalf of the organization
- Tracked all capital spending against approved capital requests
- Managed the largest shore Command IMRL programs consisting of 12,953 assets valued at over $203 million
- Oversaw scheduling for the day-to-day activities of 28 personnel in four work centers.
Education
MBA - Accounting
Columbia College, MO
06.2020
BS Business Admin in Accounting -
Columbia College, MO
12.2014
Skills
- Well-versed and creative Excel user with extensive experience with PowerPivot and VLookups.
- Able to work under pressure with time-sensitive deadlines in hectic environments.
- Customer Service
- Financial Administration
- Budget Planning
- Financial Reporting
- Financial Analysis and Planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Unique Id
- Annual volunteer with four-wheel club for Cal 4 and Sierra National Forest for OHV trail maintenance and clean up.
Timeline
Fiscal Manager
Office of the District Attorney Office, Tulare CA
2021.11 - Current
Accounting Manager
Roman Catholic Bishop of Fresno
2020.08 - Current
Financial Analyst
Adventist Health
2017.07 - 2020.06
Staff Accountant
Adventist Health
2015.02 - 2017.07
Divisional Leading Petty Officer
Fleet Readiness Center West
2012.07 - 2015.02
MBA - Accounting
Columbia College, MO
BS Business Admin in Accounting -
Columbia College, MO
Unique Id
- Annual volunteer with four-wheel club for Cal 4 and Sierra National Forest for OHV trail maintenance and clean up.
- FFA volunteer for the 2019 Kings County Fair for Lemoore High School.
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