Lori English Email & Phone Number

United States

United States

· Record customer ACH, checks, credit cards, wire transfer payments accurately and timely.· Reconcile bank cash flow daily, credit card and bank statements.· Process payroll and job costing bi-weekly, ensuring deductions and benefits are accurate.· Enter and process all vendor invoices, employee expenses, and credit card transactions.· Setup project purchase orders, send invoices, obtain necessary paperwork, and process payments, · Run accounts payable aging report, process vendor checks, ensure support for outstanding payables. · Setup vendors/customers properly and completely in the system, transactions are recorded appropriately to ensure the accuracy of all compliance reporting, including 1099s and purchases subject to Use Tax.· Manage relationships and service requests with vendors, suppliers, service providers.· Maintain policies and procedures, coordination of electronic record retention and distribution, andimplementation.· Act as point person for maintenance, mailing, shipping, supplies, equipment for multi-location corporation.· Oversee and manage corporate accounts, office supplies inventory and place orders.· Identify opportunities for process and office management improvements, design and implement new systems.

Greater Minneapolis-St. Paul Area

Accounts Payable Supply Chain Management.· High volume data entry· Accounts Payable reconciliation· Credit Card reconciliation· Review files to ensure information is accurate and research and rectify discrepancies.· Communicate findings to managers to finalize Month-End Report to meet strict deadlines.· Microsoft DynamicsGreat Plains software

Greater Minneapolis-St. Paul Area

* Managed a successful 20 plus year business with 60 plus customer base.* Produced 90 percent business growth through referrals and marketing.* Managed business operations. Identified qualified and quantified new potential business.* Provided sales support, issue resolution, and communication in meeting the end goal. * Implemented proficient quality service through team leadership.* Managed service team, delegated individual workloads and trained onsite up to 8 employees. annually.

United States

• Reconcile daily 25 plus retail store POS transactions, matching sales with bank, merchant services, electronic checks ensuring proper funding. • Maintain aging report to process delinquent accounts to assess late fees, send statements and letters regarding account balance. Analyze and resolve client queries regarding payments and accounts. • Manage client accounts, process payment schedules, invoicing, and remittance. • Prepare general ledger transactions, journal entry adjustments, P&L statements, aging reports and expenditure reports. • Manage multiple accounting systems, documentation, records management, and account balancing.

United States

• Match invoices, receiving data, purchase orders comparing price, to ensure complete accuracy.• Accounts Payable batch processing for vendors, complete timely and accurate processing of invoices through checks, wires and ACH payments.• Prepare bank deposits, cash flow, ensuring the correct general ledger accounts are debited and credited accordingly.• Reconcile bank and credit card statements, general ledger accounts and registers.• Responsible for coding and entering vendor and expense invoices into accounting system.• Setup and customize company information in bookkeeping management software.• Prepare monthly financial statements, include P&L statements, aging reports andexpenditure reports.

Greater Minneapolis-St. Paul Area

* Analyzed incoming files ensuring they contain accurate and complete client data.* Participated in and/or lead calls with internal/external parties as the policy holders file subject matter expert.* Managed assigned workload in order to ensure client needs are met in a timely manner and meet service level agreements.* Experienced in judgement to overcome challenges and deliver quality service to customers.* Provided customer support to map out financial and insurance plans are current, up-to-date and meet goals. Initiated policy relationships, benefits, market values, assignments are current and accurate.* Managed key tasks from start to completion, including account reporting, analysis, financial, qualified and complied with new business requirements.* Certified FINRA compliance member (AML, security regulations). Met FINRA broker/dealer, standards and practices.* Identified opportunities for process improvement resulting in enhanced customer service experience.* Managed process improvement SaaS Smart Office customer relations database software roll out and training.* Provided exceptional experience to customers and partners by servicing as a cross functional team member with other departments to gain understanding of how the file impacts the customer.

Bachelor'S Degree, Individualized Studies

Associate Of Arts And Sciences (A.A.S.), Information Technology

Dakota State University

Master Of Business Administration Mba, Mini Mba