Patricia Lorenzo

Premier outdoor equipment dealer providing full-service installations

• Contract position. Assisted with the conversion from QuickBooks to NetSuite.
• Evaluated the client's internal control structure. Created a Policies and Procedures Manual for improvement that led to enhanced operational efficiency.
• Improved efficiency of invoice processing by implementing a new accounts payable system that streamlined workflows and reduced errors.
• Ensured regulatory compliance by diligently managing California Sales and Use tax filings.
• Increased financial accuracy by conducting detailed reconciliations.
• Addressed complex accounting issues with practical solutions while simultaneously adhering to industry best practices.
• Conducted routine account reconciliations that ensured accurate recordkeeping and minimized the likelihood of costly errors.
• Provided journal entries and performed accounting on an accrual basis.
• Maintained integrity of general ledger and chart of accounts.

Retail Mortgage Lender

• Increased loan approval rates by efficiently managing my pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
• Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
• Assessed borrower's financial situations to determine appropriate mortgage products and loan structures.
• Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
• Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
• Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Leading luxury yacht & sailing adventure operator

• Managed Customer Service Team, providing regular coaching and training to enhance their skills and performance.
• Managed sales promotions and marketing strategies on major social media sites.
• Evaluated and monitored promotional activities to confirm adequate return on promotional funds.
• Organized promotional events and interacted with the community to increase sales volume.
• Assisted with the selection and implementation of new reservation software.

Superior Court of California

• Developed and oversaw the implementation of local financial policies and procedures.
• Prepared accounting ledgers, records, and systems.
• Monitored court fiscal systems, including the court's budget.
• Developed and maintained court accounting systems: expenditures, revenues, procurement, and payroll systems.
• Developed systems, maintained records, and prepared calculations for reimbursement of the cost of services provided by the court.

Federally funded health center

• Full Cycle Accounting
• Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
• Prepared budgets, financial statements, forecasts, and projections.
• Analyzed pricing and fee structure related to cost of service.
• Prepared and presented monthly consolidated and individual dashboards on fiscal activity to leadership, CEO, and Board of Directors
• Effectively managed 10 employees over six departments: finance, billing, human resources, information technology, quality improvement and facilities.

Leading luxury yacht & sailing adventure operator

• Managed all accounting functions: Daily sales reconciliation, Invoicing, A/P, A/R, Bank Statements, Deposits, Cash Receipts, Credit Cards.
• Semi-monthly payroll for 80 employees - including all necessary Federal and State Tax Filings.
• Effectively and consistently performed month-end, quarter-end and year-end financial process for four (4) entities.

Hawaii Based Mortgage Broker

• Increased loan approval rates by efficiently managing my pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
• Streamlined the loan application process for improved customer satisfaction and a higher volume of closed loans.
• Assessed borrower's financial situations to determine appropriate mortgage products and loan structures.
• Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
• Developed strong partnerships with local real estate agents to generate consistent referral sources for mortgages.
• Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.