LORI ANN KONIS
Coral Springs,FL
Summary
Dynamic Financial Accountant with a proven track record, driving operational efficiency and implementing cost-saving initiatives. Expert in financial reporting and budget preparation, complemented by strong relationship-building skills. Enhanced profitability through strategic planning and effective management of partnerships, contributing to sustained company growth.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
32
32
years of professional experience
Work History
Owner/Accountant
Konis Property Holdings, LLC
03.2016 - Current
- Achieved company growth by implementing strategic plans and streamlining operations.
- Managed strategic business relationships by negotiating contract terms and handling conflicts.
- Implemented cost-saving initiatives to reduce operational expenses without sacrificing quality.
- Managed day-to-day business operations.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Administrative Office Manager
Dr. Block & Jacobs
08.1999 - 06.2002
- Received, recorded and filed medical payments by check, cash, and credit card.
- Addressed patient inquiries promptly, providing clear explanations about treatment plans, insurance coverage, billing processes, or other concerns as needed.
- Optimized patient flow within the clinic by coordinating with clinical staff for smooth transition between appointments and procedures.
- Reviewed and sent medical records to other physicians upon request.
- Contributed to a positive workplace culture by fostering open communication among team members and addressing conflicts professionally when necessary.
- Managed inventory effectively to reduce waste while ensuring adequate stock levels for essential supplies at all times.
- Maintained a safe and clean work environment by adhering to infection control policies and performing routine equipment maintenance checks.
- Reduced errors in billing and insurance claims processing by maintaining accurate patient records and staying updated on industry regulations.
- Oversaw office records and maintained strict document control.
- Assisted in budget planning for the medical office by analyzing financial data, identifying cost-saving opportunities, and making recommendations to administrators.
- Maintained patient databases and updated information in alignment with HIPAA protocols.
- Streamlined medical office operations by implementing efficient scheduling and appointment management systems.
- Facilitated team meetings to address operational challenges, fostering collaborative work environment.
- Streamlined billing processes for faster insurance claim handling, improving cash flow.
- Updated reports, managed accounts, and generated reports for company database.
Accountant
NuWay Transportation & Leasing
01.1993 - 07.1999
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial record keeping.
- Used advanced software to prepare documents, reports, and presentations.
- Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Tracked funds, prepared deposits and reconciled accounts.
- Collected and reported monthly expense variances and explanations.
Education
Associate of Science - Cost Accounting
Keiser University
Fort Lauderdale, FL12-2001
Associate of Science - Business Administration And Management
University of Rhode Island
Kingston, RI06-1999
Associate of Science - Financial Management
University of Rhode Island
Kingston, RI06-1997
Associate of Science - Accounting And Finance
University of Rhode Island
Kingston, RI06-1995
Skills
- Experienced Using Microsoft Office Applications
- Proficient in Accounting Software
- Accurate Financial Reporting
- Detailed Account Reconciliation
- Financial Record Management
- Cost Monitoring
- GAAP Compliance Knowledge
- Strategic Planning
- Office Management
- Budgeting and Cost Control
- Comprehensive Budget Management
- Financial Statement Preparation
- Profit And Loss Management
- Budget Development
- Collaborative Decision-Making
- Financial Statement Analysis
- Streamlined Accounting Procedures
- Accurate Record Maintenance
- Financial Analysis
- Fundamental Accounting Practices
- Document Evaluation
- Fiscal Performance Review
- Collaborative Relationship Management
- Leadership Skills
- Reviewing Financial Statements
- Database Administration
- Employee Skill Enhancement
- Evaluation Processes
- Website Management
- Event Photography
Rotary
Positions Held:
- President of Coral Springs-Parkland Club (2 Years) 2019 - 2021
- District 6990 Assistant Governor (Area 2) 2021 - 2023
- District 6990 District Staff 2023 - 2024
- Treasurer of Ft. Lauderdale/Cypress Creek Club 2024-2025
- District 6990 Chief of Staff 2024 - Present
- RLI Registrar October 2024 - Present
Proficient In:
- DACdb - Level 8 Security
- Jot Form
- Web Site Set-up & Maintenance
- Canvas
Committees Served On and/or Knowledgeable With:
- Membership
- Grants (District)
- Service Projects
- RYLA
- Rotary Branding
- Youth Services
- Strategic Planning
- Public Image
- Foundation
- PETS (District Preparation & Registration)
Timeline
Owner/Accountant
Konis Property Holdings, LLC
03.2016 - Current
Administrative Office Manager
Dr. Block & Jacobs
08.1999 - 06.2002
Accountant
NuWay Transportation & Leasing
01.1993 - 07.1999
Associate of Science - Cost Accounting
Keiser University
Associate of Science - Business Administration And Management
University of Rhode Island
Associate of Science - Financial Management
University of Rhode Island
Associate of Science - Accounting And Finance
University of Rhode Island
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