Lori Baker Email & Phone Number

Portland, OR, US

United States

Portland, Oregon Metropolitan Area

Portland, Oregon

Portland, Oregon Area

Responsible for direction of the Finance, Accounting, Budget and Procurement departments for the district. Teams under direction include 50 employees in accounting, grant accounting, Accounts Payable, Accounts Receivable, Investments, Debt Management and Accounting, Procurement, and Budget. Manage the annual budget process, including facilitation of.

Direct and manage the work of the agency’s Accounting Department. Responsible for hiring, training and management of 17 staff members. Establish and monitor compliance with accounting and financial reporting policies and procedures. Responsible for the management of all financial audits and reviews, resulting in nine years of unmodified/unqualified audit.

Portland, Oregon Area

Managed accounting and financial reporting for a broker dealer with over 800 registered representatives. Responsible for three staff performing commission calculations and payments, and one accountant. Ensured compliance with SEC regulations. Managed annual audits of the broker dealer, and required SEC reporting. Ensured that Member Firms of M Financial.

Portland, Oregon Area

Managed Accounting Department with 25 staff members for multi-entity insurance company with consolidated revenues of over $3 billion. Implemented financial analysis function including industry comparisons, key performance indicator analysis, and decision support. Responsible for budget process, financial reporting (including internal financial statements.

Portland, Oregon Area

Managed Finance Department of Ophthalmology practice group with annual revenue of $25 million. Responsible for consolidated financial reporting, operational analysis, contract review, and financial analysis. Selected and implemented consolidated accounting system software, including complete revision of management reporting and chart of accounts. Defined.

Portland, Oregon Area

Managed accounting department for medical group with annual revenue of $50 million. Responsible for payroll, accounts payable, cash receipts, accounting and financial reporting. Monitored cash flow on a daily basis and responded as necessary to ensure adequate cash balances. Implemented accounting controls, policies and procedures, and improved.

Portland, Oregon Area

Completed financial plans, annual budgets and annual rate setting forecasts for Dental Program with $40 million in revenue. Provided productivity and operational analysis, and decision support. Performed monthly financial accounting review. Provided operational guidance and analytical assistance to 13 clinics, dental lab, appointment center and patient.

Portland, Oregon

Participated on the team that converted the computerized General Ledger system to IBM compatible software. Responsible for completion of over 50 management reports. Documented system requirements. Formatted and developed various reports including trend statements, budgeting tools, and analytical information, resulting in increased accuracy of financial data.

Portland, Oregon

Managed audit and review services for clients, resulting in professional annual financial reports. Performed Single Audits of various Oregon entities. Provided problem solving, analytical reports, financial forecasts and business recommendations to clients, resulting in cost savings and improved internal controls. Supervised, trained and recruited over 30.