Lorre-Liz Stokes
Boerne,TX
Summary
Experienced Financial Analyst with 13.5 years of expertise in profit center accounting, financial forecasting, and financial reporting. Adept at conducting comprehensive financial analysis, identifying areas for operational efficiency, and streamlining reporting processes. Proficient in Microsoft Dynamics, Power BI, QuickBooks, RentalMan, Sage, and Coda, leveraging data analytics and automation to enhance decision-making and financial transparency. A dedicated finance professional committed to delivering strategic insights that drive profitability and business optimization. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
12
12
years of professional experience
Work History
Expanded Role
HOLT CAT San Antonio
02.2024 - Current
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
Accountant III
HOLT CAT San Antonio
09.2022 - Current
- Manage profit center accounting, ensuring timely and accurate financial reporting aligned with corporate objectives.
- Conduct detailed financial analysis, identifying cost-saving opportunities and efficiency improvements.
- Prepare financial statements and reports in accordance with GAAP standards and corporate accounting principles.
- Collaborated with IT department to enhance system functions, enabling more accurate reporting capabilities across the organization.
- Mentored junior analysts, sharing best practices and fostering a collaborative work environment within the finance team.
- Conducted thorough account reconciliations, identifying discrepancies and resolving issues to ensure data integrity.
- Participated in special projects as requested by senior management, demonstrating flexibility and adaptability in meeting business needs.
- Contributed to annual budget preparation by analyzing historical trends and forecasting future expenses for various departments.
- Collaborated with cross-functional teams to optimize resource allocation and improve profitability.
- Implemented new accounting software systems, streamlining data entry processes and reducing manual errors.
- Reduced discrepancies in account balances by conducting thorough reconciliations and investigating variances.
Staff Accountant II
HOLT CAT San Antonio
04.2017 - 09.2022
- Compiled monthly financials and shareholder reporting, improving accuracy and financial predictability.
- Provided detailed financial reports and comparative analysis, facilitating executive-level decision-making.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
Staff Accountant I
HOLT CAT San Antonio
08.2015 - 04.2017
- Full Cycle accountant for Sitech, a $23M subsidiary of HOLT CAT. Oversaw month-end and quarterly financial closing, ensuring compliance with accounting standards.
- Designed enhanced financial models that contributed to more efficient budgeting and forecasting.
- Performed monthly commissions, full cycles A/R and A/P. Overseeing inventory counts and purchase order clearing.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Collected and reported monthly expense variances and explanations.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Accounting Manager
BACKER MARATHON, INC
03.2013 - 08.2015
- Supervised full-cycle accounting operations, ensuring financial accuracy and compliance.
- Managed payroll processing and tax filings, maintaining adherence to regulatory requirements.
- Managed journal entries, collection efforts, reconciliations, and payroll processing and monthly financial statements.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Worked directly with CEO/Owner to successfully complete the merger of Marathon Heater and Backer Marathon, ensuring a seamless financial transition.
- Managed full-cycle accounting for the company, overseeing financial operations for a business with a $10 million bottom line.
- Provided strategic financial insights to drive efficiency and profitability post-merger.
Education
Master of Science - Accounting
University of the Incarnate Word
San Antonio, TX05.2012
Bachelor of Business Administration - Accounting
University of the Incarnate Word
San Antonio, TX05.2012
Skills
- Profit Center Accounting & Forecasting
- Financial Reporting & Statement Preparation
- Business Process Optimization & Compliance
- Analytical Thinking & Executive-Level Decision Support
- Financial Data Visualization (Power BI)
- Accounting & ERP Platforms (Microsoft Dynamics, QuickBooks, RentalMan, Sage, Coda)
- Friendly, positive attitude
- Problem-solving
- Teamwork and collaboration
CPA Candidate in process of completting certification. AUD section passed.
I am currently sitting for the CPA exam and have completed the Audit section.
Timeline
Expanded Role
HOLT CAT San Antonio
02.2024 - Current
Accountant III
HOLT CAT San Antonio
09.2022 - Current
Staff Accountant II
HOLT CAT San Antonio
04.2017 - 09.2022
Staff Accountant I
HOLT CAT San Antonio
08.2015 - 04.2017
Accounting Manager
BACKER MARATHON, INC
03.2013 - 08.2015
Bachelor of Business Administration - Accounting
University of the Incarnate Word
Master of Science - Accounting
University of the Incarnate Word
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