Lori Lorenz Email & Phone Number

Mequon, Wisconsin, United States

Mequon, Wisconsin, United States

Responsible for Accounts Payable, Accounts Receivable, General Ledger and Financial Reporting for Trofmoc, LLC and it's subsidiary Juil, a sandal and footwear company.

Lori was responsible for providing and managing various audit services, including FDICIA attestation, HUD and USAP compliance testing, FHLB collateral verification, LASS verification, mortgage banking, loan reviews and financial institutions financial statement audit services. Lori has more than 20 years of audit and industry experience, with 15 of those years in the financial services industry. Lori has knowledge in a wide array of financial products and activities including retail and commercial lending and banking, loan reviews, deposit and loan operations, investments, and the banking internal control environment. The depth of her experience over the years includes knowledge over Financial Institutions ranging in sizes from DeNovos to $3 billion in assets. As a designated firm Financial Institution Specialist, Lori focused on adding value to the clients she managed by bringing best practice suggestions to the attention of management.

Sept 1985-July,1987 worked full time and reported to the Controller of M&I Data Services, Inc. Supervised financial accounting staff. Responsible for month end accounting functions. Worked with auditors to prepare schedules and aid analysis.Sept 1987- Oct 1995 worked part time reporting to controller on special projects, including software sales analysis and cost accounting.

Participated in the planning and performance of audit and review procedures on all areas of accounting for variety of general audit clients, including banks, manufacturing and not for profit