Lori Shepherd

Lori Shepherd Email and Phone Number

CPA @ VIUM Capital
Lori Shepherd's Location
Columbus, Ohio Metropolitan Area, United States, United States
Lori Shepherd's Contact Details
About Lori Shepherd

CPA with 20+ years of financial reporting and management experience. Strengths include leveraging technology for operational efficiencies and re-engineering processes to eliminate waste and minimize risk.

Lori Shepherd's Current Company Details
VIUM Capital

Vium Capital

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CPA
Lori Shepherd Work Experience Details
  • Vium Capital
    Controller
    Vium Capital Mar 2023 - Present
    Columbus, Oh, Us
    Lead the Accounting operations of a young investment bankOversee external reporting, audit and tax functions as well as banking and payroll
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  • Blue.Cloud
    Controller
    Blue.Cloud Jul 2022 - Feb 2023
    Tampa, Florida, Us
    Supported CFO and Leadership Team on key initiativesAssisted with external audits and transfer pricingAssisted in providing information to external stakeholders (P/E)
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  • Flooid
    Director Of Accounting
    Flooid Aug 2021 - May 2022
    Birmingham, England, Gb
    Lead Accounting team which included resources in the US and UK. Directed Accounts Receivable, Accounts Payable, General Ledger and Treasury activities. Supported the SVP of Finance and CFO. Key contributor on Projector PSA software implementation, source for all revenue and invoicing for the business.Supported the external audit of consolidated IFRS financial statements and tax filings as required in the UK, US and Canada.Managed VAT and GST filings in the UK and Australia.Contributed to regular financial and cash flow reporting required by Private Equity partners.
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  • Cooperative Strategies
    Controller
    Cooperative Strategies Aug 2018 - Jul 2021
    Irvine, Ca, Us
    Managed financial operations, internal and external reporting for a growth-stage education consulting company backed by Private Equity. Liaison for banking, external audits and tax preparation. Integrated stand-alone business components into the broader business post-acquisition.
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  • Lightwell Inc. (Formerly Oxford Consulting Group Inc.)
    Controller
    Lightwell Inc. (Formerly Oxford Consulting Group Inc.) Jun 2013 - Jul 2018
    Dublin, Oh, Us
    Responsible for financial operations of a rapidly growing IT consulting business; including international subsidiaries in the United Kingdom, the Republic of Ireland, and Canada.Managed accounting, banking, and financial reporting for five corporate entitiesActed as liaison for external accountants and regulatory authorities in the US, UK, EU and CanadaResponsible for budgeting, sales taxes, VAT, and GST/HST filingsManaged Accounting staff of threeSuccessfully completed a NetSuite implementationSuccessfully managed an international acquisition and a domestic acquisitionMember of the Company's Strategic Planning Team
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  • The Wasserstrom Company
    Controller
    The Wasserstrom Company Jan 2006 - Jun 2013
    Columbus, Ohio, Us
    Preparation of consolidated financial statements. Financial structure consisted of 10 related manufacturing and distribution entities including C-Corps, S-Corps, and Partnerships. Managed filing of federal, state, and local income tax returnsManaged sales tax filings in more than 200 taxing districts across the United States and CanadaCritical member of the Implementation Team for transition to SAP, the Company's enterprise software Participated in the design, testing, and training phases of the SAP projectLiaison for annual external financial statement audits as well as periodic bank and IRS examinationsManaged a staff of 14: including Accounts Payable, Accounts Receivable, Billing and AccountingManaged all banking functions for the company; including revolving line of credit, related borrowing base reporting and collateral audits.
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  • Clark, Schaefer, Hackett & Co.
    Audit Manager
    Clark, Schaefer, Hackett & Co. Nov 1996 - Jan 2006
    Dayton, Oh, Us
    Managed audits of closely-held businesses, consolidated entities, and employee benefit plansPrepared financial statements and related disclosures in accordance with GAAPPrepared required federal, state, and local tax filings for various types of entities (S-Corps, C-Corps, Partnerships, LLC's, etc.)Made suggestions to clients related to improving business processes, strengthening internal controls, and managing fraud risks
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  • The Ohio State University
    Accountant - Office Of The Treasurer
    The Ohio State University Jun 1995 - Nov 1996
    Columbus, Ohio, Us
    Daily reconciliation of cash transactions and related general ledger activity for tuition payments and financial aid disbursementsSupervision of two staff accountants
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Lori Shepherd Skills

Cpa Sap Financial Reporting Microsoft Excel Sabrix Certified Public Accountant Microsoft Word Fas Prosystem Fx Tax Spectra Accounts Receivable General Ledger Accounts Payable Management Accounting Auditing Account Reconciliation Financial Statements Generally Accepted Accounting Principles Business Process Improvement Budgeting Information Technology Netsuite

Lori Shepherd Education Details

  • The Ohio State University Fisher College Of Business
    The Ohio State University Fisher College Of Business
    Accounting

Frequently Asked Questions about Lori Shepherd

What company does Lori Shepherd work for?

Lori Shepherd works for Vium Capital

What is Lori Shepherd's role at the current company?

Lori Shepherd's current role is CPA.

What is Lori Shepherd's email address?

Lori Shepherd's email address is ls****@****ies.com

What is Lori Shepherd's direct phone number?

Lori Shepherd's direct phone number is +161431*****

What schools did Lori Shepherd attend?

Lori Shepherd attended The Ohio State University Fisher College Of Business.

What skills is Lori Shepherd known for?

Lori Shepherd has skills like Cpa, Sap, Financial Reporting, Microsoft Excel, Sabrix, Certified Public Accountant, Microsoft Word, Fas, Prosystem Fx Tax, Spectra, Accounts Receivable, General Ledger.

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