Lori Kirkpatrick Email & Phone Number

Greater Memphis Area

Responsible for planning, implementing, managing and controlling all financial related activities of the company. This includes direct responsibility for all accounting and finance functions for the company as well as accounting and lease administration services provided to clients. Operational duties include human resource management and oversight of.

Greater Memphis Area

Provided direction and leadership to client banking team. Managed and directed team to accomplish departmental goals while leading projects in support of finance strategic objectives. Interacted with operational senior management as finance liaison. Ensured department deadlines were met.

Sr. Financial Services Manager at Sedgwick CMS

Greater Memphis Area

Supported the accounting team by assisting with monthly financial consolidations and reporting. Special projects included mapping entity financials and uploading to accounting system for consolidated reporting. Developed reports in Microsoft FRx Report Designer.

• MANAGING DIRECTOR, GLOBAL CORPORATE SERVICES Responsible for operations management of Memphis Center of Excellence (COE). Oversaw all aspects of US Global Corporate Services Client Accounting including full P&L.
• Provide leadership and direction to the team
• Cultivate and maintain strong relationships with service line leaders and business partners
• Led initiative during post acquisition including Memphis COE reorganization, process reengineering, business integration and culture change
• Participated in Business Process Outsourcing Discovery project and developed a roadmap for future opportunities

• VICE PRESIDENT, SR. CONTROLLERPromoted to restructure and oversee Shared Services Accounting Division including Accounts Receivable, Accounts Payable, Cash Management, Sales Tax, Special Projects and Compliance..
• Completed restructure of General Accounting Department creating operating efficiencies and improved controls
• Reduced cost of check processing by $8 per check
• Completed documentation of operating procedures including developing a full disaster recovery/business continuity plan
• Developed initial SOX and SAS70 audit programs and managed exception free audits all years
• Established local call center for large client

Greater Memphis Area

• Brought on board to establish and manage a Regional Lease Administration Center in Memphis. Recruited and hired all levels of personnel. Developed and instituted quality processes and oversaw the work product delivered.
• Prepared new business proposals and pricing models
• Participated in new business presentations with perspective clients
• Developed and delivered a Lease Administration & Lease Audit training program to Global Corporate Services Division
• Led new client transitions and managed all client relationships

Greater Memphis Area

• CONTROLLERPromoted to be fully accountable for Managed Property Accounting Division including Financial Reporting, Budgeting/Forecasting, Accounts Receivable, Accounts Payable and Cash Management. Prepared and analyzed.
• Designed and implemented automated cash flow statements which reduced close process by two days
• Established lease administration review process recognized as best practice by institutional investors
• Prepared budgets and forecasts for large portfolio of office buildings, retails centers and industrial developments
• Division was recognized as “preferred Real Estate Accounting and Lease Administration Provider”