Lois Stevens, Cpa, Mba Email & Phone Number

Irvine, Ca, Us

Irvine, Ca, Us

Multinational leader in the design, development, and marketing of upper and lower spinal orthotics. Medical Devices Manufacturer.Specialties: Financial Statements | Process Improvement and Re-engineering | World Class Finance and Accounting Operations | Cash Management | Budgeting | International Operations | IFRS | M&A post-acquisition integration | System Implementation | Internal Control | US GAAP | Sarbanes Oxley SOX Compliance | P&L Accountability | KPI Development and Analysis | Internal Audit | External Audit | Cost Accounting | Inventory | Debt Covenant Compliance | Strategic Planning | Cross Functional Team Building | Shared Services | Restructuring | VP Finance | Controller | Director of Finance | Manufacturing | Medical Devices | Real Estate Franchising | Life Sciences | CPG | Plastics Manufacturing | Certified Public Accountant

Irvine, Ca, Us

Multinational leader in the design, development, and marketing of upper and lower spinal orthotics. Medical Devices Manufacturer.

Aliso Viejo, Ca, Us

$300 million+ privately held nutrigenomics and lifestyle medicine company Here, I played a key leadership role steering global financial operations, ensuring a strong internal control environment. I delivered effective consolidation and analysis of accurate accounting records and operations, ensuring timely preparation of financial statements in accordance with U.S. GAAP and other reporting requirements within and outside the U.S. I also led accounting functions including financial reporting and analysis, internal and external audits, credit and collections, accounts payable/receivable, tax, insurance and cash management.✔ Successfully secured more than $500,000 in annual savings in Washington B&O tax through astute restructuring of legal entity structure.✔ Effectively reengineered finance group driving greater efficiency and accuracy in results with increased analysis, 15% lower cost structure and enhanced service levels.✔ Steered a complex global insurance integration program with parent company that delivered more than 35% in annual savings.✔ Overhauled credit and collections policies and streamlined processes, increasing cash flow, minimizing risk and improving aging by more than 20%.✔ Played an integral role within the team working on RFP process for ERP implementation representing global finance and accounting.✔ Successfully led finance team through internal and external audits resulting in audit efficiencies, cost savings, and timely audit reports.✔ Reorganized both closing and audit preparation process, delivering cost saving in excess of 15%.

Irvine, Ca, Us

Resources Global Professionals (RGP) is a leading multinational provider of professional services with revenues exceeding $500 million.In this role, I applied astute strategic financial leadership to support a complete restructuring of Finance Group at this global leader in investment management. I delivered training and support, together with structures and processes that enabled enhanced and accurate reporting to internal and external parties such as clients, SEC, Investment Company Institute and Executive Leadership.✔ Designed and delivered comprehensive training and evaluated work product of new consultants and employees, significantly increasing efficiency, quality, accuracy and consistency in surpassing client and contractual requirements during transition time.✔ Reviewed, approved and trained analysts to improve quality of mutual funds pricing and analyses as well as ensured enhanced and accurate reporting to internal and external parties such as clients, SEC, Investment Company Institute and Executive Leadership.Specialties: Financial Statements | Process Improvement and Re-engineering | World Class Finance and Accounting Operations | Cash Management | Budgeting | International Operations | IFRS | M&A post-acquisition integration | System Implementation | Internal Control | US GAAP | Sarbanes Oxley SOX Compliance | P&L Accountability | KPI Development and Analysis | Internal Audit | External Audit | Cost Accounting | Inventory | Debt Covenant Compliance | Strategic Planning | Cross Functional Team Building | Shared Services | Restructuring | VP Finance | Controller | Director of Finance | Manufacturing | Medical Devices | Real Estate Franchising | Life Sciences | CPG | Plastics Manufacturing

Newark, New Jersey, Us

Prudential Real Estate and Relocation Services Inc. - Prudential’s $500 million+ Real Estate Brokerage Franchise and Relocation Services Businesses.In this position, I provided strategic leadership and oversight for all U.S. and international accounting and finance operations including consolidation and generation of financial reports and analysis. I defined and implemented effective and comprehensive internal controls, enhancing risk management and ensuring compliance with GAAP, audit and regulatory requirements.✔ Played a key role in acquisition and merger management including providing pre- and post-acquisition financial reports and analysis, and leading Finance and Accounting transition from Prudential to Brookfield (Toronto).✔ Contributed as member of Executive Committee for new business evaluation of Real Estate and Relocation businesses.✔ Contributed financial expertise as member of Senior Leadership Team assessing and formulating recommendations on profitability, optimal structuring and risk mitigation.✔ Led cross-functional team in successfully planning and managing company’s first SAS-70/SSAE 16 audit.✔ Drove performance optimization, significantly improving internal controls, reducing risk and achieving 33% reduction in expenses through forming a global shared services organization; oversaw 60 global staff in the consolidation and rationalization of global finance function.✔ Effectively streamlined international credit and collections process delivering a 50%+ reduction in portfolio delinquency, increasing cash flow and reducing capital need.International Operations | M&A Due Diligence | Tax Compliance | Strategic Planning | Financial Statements | Process Improvement and Re-engineering | World Class Finance and Accounting Operations | Cash Management | Budgeting | International | System Implementation | Internal Control | US GAAP | Sarbanes Oxley SOX Compliance | KPI Development and Analysis | Internal Audit | Audit | Cost Accounting

Us

Privately held buyer, seller, and manager of office, industrial services, and multi-family properties, offering a complete line of investment products and services. Established and managed formal policies and procedures documentation, compliance, and remediation to ensure Sarbanes-Oxley compliance in anticipation of planned IPO.✔ Trained management/employees on control compliance and standardized procedures. ✔ Designed and led Sarbanes-Oxley compliance project.✔ Created and managed Facilities Department; incorporated purchasing guidelines to achieve cost reductions of 25%.Specialties: Financial Statements | Process Improvement and Re-engineering | World Class Finance and Accounting Operations | Cash Management | Budgeting | International Operations | IFRS | M&A post-acquisition integration | System Implementation | Internal Control | US GAAP | Sarbanes Oxley SOX Compliance | P&L Accountability | KPI Development and Analysis | Internal Audit | External Audit | Cost Accounting | Inventory | Debt Covenant Compliance | Strategic Planning | Cross Functional Team Building | Shared Services | Restructuring | VP Finance | Controller | Management | Business Process Improvement

Hunt Valley, Maryland, Us

Chief Financial Officer | Vice President Finance | Board of Directors Member | ControllerSETCO, INC (Subsidiary of McCormick & Company, Inc.), Anaheim, CA $300M+ plastics packing division of a $3B global leader in the manufacture, marketing, and distribution of spices, seasonings, and flavors.As a member of the Executive Management Team, reviewed, analyzed, and evaluated monthly results of business / financial operations to increase profitability and set strategic objectives. Directed all finance operations including financial reporting, SEC reporting for Reportable Segment, internal and external audits, SOX compliance, credit, collections, accounts payable and receivable, cash management, inventory and cost accounting.Performed key leadership role in sale of subsidiary including pre and post-acquisition due diligence, contract development, financial presentations, and successful integration with new owner.Previous ExperienceMcCORMICK & COMPANY, INC. - Corporate Office, Sparks, MD ControllerAssistant ControllerCorporate Accounting Manager Financial Reporting & Systems ManagerSenior Corporate AccountantSpecialties: Financial Statements | Process Improvement and Re-engineering | World Class Finance and Accounting Operations | Cash Management | Budgeting | International Operations | IFRS | M&A post-acquisition integration | System Implementation | Internal Control | US GAAP | Sarbanes Oxley SOX Compliance | P&L Accountability | KPI Development and Analysis | Internal Audit | External Audit | Cost Accounting | Inventory | Debt Covenant Compliance | Strategic Planning | Cross Functional Team Building | Shared Services | Restructuring | VP Finance | Controller | Management | Business Process Improvement

Mba - Master Of Business Administration, Accounting And Finance

Bachelor Of Science (B.S.) Business / Accounting, Accounting And Finance

Master Of Business Administration (Mba)