Lori Lee Email and Phone Number
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I have over 20 years of experience as an accountant, educator and financial systems analyst. I really enjoy being part of the professional teams, finding solutions and implementing improvements. My goals are to continue learning, and to work in an international business environment. I would like to gain more experience working with technology and multinational businesses, especially as it pertains to improving business processes, tax research and planning, financial reporting and designing database systems and queries.I graduated from University of Oregon with a BA degree in Chinese Language and Literature and an MBA degree with an emphasis in accounting. Soon after graduation, I moved to Wisconsin where I taught accounting at University of Wisconsin in River Falls for five years. Later, I moved to the West Coast and the Monterey Peninsula, where I worked public accounting and earned my California CPA license. I left public accounting and worked in industry so that I could gain experience working with larger companies, improve my technology skills, enhance my financial reporting skills and expand my multi-state and international tax experience.Altogether I have ten years of public accounting experience working with small business clients and nonprofit organizations, providing tax, accounting, financial reporting and audit services. I also have nine years of experience working in industry for well-known educational service providers, and I have five years of experience teaching at a four year university that offers degrees in business and accounting.
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AccountantMonterey-Salinas Transit Jan 2017 - PresentMonterey, CaPrepare monthly financial and cash flow reports for board meetings. Prepare daily cash reconciliation reports. Reconcile bank accounts. Capitalize, dispose and depreciate fixed assets. Prepare journal entries. Research accounting and tax questions and make recommendations. Design and document procedures for conversion from Navision to Microsoft Dynamics 365 Business Central. Create queries for reports. Respond to inquiries, prepare specialized reports as needed. Research financial report variations and make recommendations. Work with customer service representatives, planning and operations, information technology, and outside vendors to improve processes and respond to inquiries. -
Senior Financial AnalystData Recognition Corporation Jul 2015 - Jan 2017Monterey, CaliforniaWork with the finance team to transition CTB Shelf sales to Data Recognition Corporation. Create reports in Microsoft Dynamics SL to analyze shelf sales and compare actual results to budget. Work with department managers to analyze costs for their departments and how costs are trending for the current fiscal year.Manage the sales tax filing process by registering for sales tax in various states, responding to tax notices, filing returns and paying the taxes due. Transitioned the sales tax applications from Vertex to Avalara to reduce cost and prepare for transitions for the Order to Cash applications. Create specialized reports that pull data from Microsoft Dynamics SL into Excel using Quick Queries. Create reports from Microsoft Dynamics SL using Report Designer. Create fixed asset schedules for capitalizing assets and preparing Business Property Statements. Prepare ad hoc and periodic reports for the sales team using EDW to pull data from Oracle. Calculate the payments for the incentive compensation plan for the sales team. Prepare the sales budget. Work with department managers to prepare department budgets.MS Dynamics SL and Oracle applications for financial reports. Toad Data Point to access Oracle views and databases on Microsoft SQL Server. -
Financial AnalystMcgraw-Hill Education Ctb Jan 2015 - Jul 2015Prepare financial reports for department managers that compare actual results to prior year, budget, and forecasts. Analyze variances and prepare commentary for monthly ops review meetings. Work with department managers to prepare budgets, and forecasts. Prepare ad hoc reports and analysis.Transition another employee into my previous financial systems analyst position.
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Financial Systems AnalystCtb/Mcgraw-Hill Feb 2011 - Jan 2015Monterey, CaDownload data from TM1 Cognos into Access and Excel to prepare monthly financial reports. Research reconciliation differences and make corrections to reports and downloads as needed. Download data from Concur and reconcile the activity to what posted in the financial reports. Use Excel and Access to create T and E Reports from the Concur data. Download data from OPTA regarding project costs and labor liquidations and reconcile the activity with labor liquidation reports. Work with IT and Finance Team members to resolve reconciliation differences in the data. Create FTE reports used by the Executive Team. Create Power Point presentations showing financial report data and comparing current results with prior results, forecasts and budgets. Download activity posted in Oracle and look for transactions coded to invalid account codes. Create views in Excel for TM1 Cognos that download and send data. Update reports and processes for changes in software applications and financial reporting requirements. Update financial reports to show activity for Free Cash Flow and EBITDA as well as GAAP Net Operating Income. Show team members how the financial reports have changed. Respond to questions about how balance sheet and income statement line items affect free cash flow. Discuss with users how to improve reporting and create new reports as needed.
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Senior Analyst, Tax And AccountingNational Geographic School Publishing Jul 2004 - May 2010Researched and prepared multistate sales tax returns and Canadian GST returns. Managed fixed asset accounting. Researched tax and accounting issues. Reconciled balance sheet accounts. Prepared reports for auditors. Month end and year end close procedures. Reviewed commissions reports. Managed royalty calculations and payments. Mined data for transactions that caused reconciliation differences, research and work with management and technology professionals to resolve the differences. Great Plains Dynamics XP, SRS Reports, Avalara, Microsoft Office Suite software including Excel, Word and Access. -
AccountantHuey And Hudson, Cpa'S (Now Bianchi, Kasavan & Pope Llp) Sep 2002 - Jul 2004Prepared tax returns, tax planning services for individuals, corporations, nonprofit organizations, partnerships, and fiduciaries using Lacerte. Supervised a staff of several who processed payroll and financial statement compilations, payroll tax returns, sales tax returns, property tax returns, and other compliance filings. Researched financial reporting (GAAP). Tax research. Quickbooks professional consultant. Accounting and systems consulting for nonprofit organizations. Microsoft Office Suite, Quickbooks, Lacerte, CCH Online, Kleinrock, PPC Guide, Great Plains, Blackbaud.
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AccountantHayashi And Wayland Accounting And Consulting Nov 2001 - Aug 2002Prepared tax returns for individuals, corporations, nonprofit organizations, partnerships and fiduciaries. Researched tax and financial reporting issues. Participated in audits of nonprofit organizations. Provided accounting and systems consulting services for nonprofit organizations. Lacerte, Superforms, ATB, Quickbooks, CCH Online, Kleinrock, PPC Guide, Blackbaud Accounting for Nonprofits, Microsoft Office Suite. -
AccountantDunlap, Steinbruner & Lubow (Now Bbr Certified Public Accountants) Jul 1997 - Oct 2001Prepared tax returns, tax planning services for individuals, corporations, nonprofit organizations, partnerships, and fiduciaries. Supervised, managed and participated in audits of nonprofit organizations. Prepared payroll returns, sales tax returns and property tax returns. Court reporting for estates and trusts. Corporate dissolutions. Prepared and participated in educational presentations with the Monterey Community Foundation. Lacerte, Quickbooks, MAS-90, Fund-EZ, Peachtree, CCH Online, ATB, Creative Solutions,ADP Payroll, Paychex, FNB Payroll, Microsoft Office Suite. -
AccountantKasavan, Pope & Mcgilloway (Now Bianch, Kasavan & Pope, Llp) Dec 1995 - Jul 1997Prepared tax returns for individuals, corporations, partnerships. Prepared financial statement compilations. Processed client payrolls. Participated in audits. Lacerte, RIA Tax Forms, ADP Payroll, Quickbooks, Microsoft Office Suite.
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Accounting InstructorUniversity Of Wisconsin, River Falls Sep 1991 - May 1995Taught accounting systems, accounting principles and introduction to business courses. Advised prospective students. -
Staff AccountantMid-Willamette Jobs Council Mar 1990 - Jul 1990Reviewed and approved daily purchase order and check requests. Verified that the purchase orders and check requests comply with state and federal guidelines for disbursement of funds. Worked with councselors, accounting clerks, computer programmers and department managers to facilitate the dailing processing of checks and purchase orders. Performed month end close procedures for the general ledger. -
Staff AccountantMckenzie-Willamette Hospital Mar 1989 - Nov 1989Reconciled general ledger accounts. Produced monthly financial statements. -
Student AccountantUniversity Of Oregon Sep 1984 - Jan 1988Reconciled general ledger accounts. Made an annual report of all general ledger accounts used by the university. Audited the financial statements for the Printing Department. Helped students during registration who needed to defer tuition payments. Researched for accounts receivable and loan collections department.
Lori Lee Skills
Lori Lee Education Details
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Foreign Language, Business
Frequently Asked Questions about Lori Lee
What company does Lori Lee work for?
Lori Lee works for Monterey-Salinas Transit
What is Lori Lee's role at the current company?
Lori Lee's current role is Accountant - Monterey Salinas Transit District.
What is Lori Lee's email address?
Lori Lee's email address is lo****@****ail.com
What schools did Lori Lee attend?
Lori Lee attended University Of Oregon Lundquist College Of Business, University Of Oregon.
What skills is Lori Lee known for?
Lori Lee has skills like Accounting, Financial Reporting, Account Reconciliation, Management, Financial Statements, General Ledger, Accounts Receivable, Microsoft Office, Payroll, Auditing, Quickbooks, Access.
Who are Lori Lee's colleagues?
Lori Lee's colleagues are Rolando Munoz, Beronica Carriedo, Kevin Allshouse, Timothy Riley, Adam Cardenas, Jonathan (Jon) Morisoli, Michelle Dipretoro.
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Lori Lee
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