Lori Wamser, Cpa Email & Phone Number

Member of senior level management team for statewide non-profit legal services firm. Responsible for all financial affairs of the organization including preparation of GAAP financial statements, annual budget, annual audit, policies and procedures, internal controls, forecasts, cash flow projections and benefits administration. Work collaboratively with stakeholders to meet local, state, and federal grant reporting requirements, including single audit compliance.

Concord Nh

As a member of the senior-level management team, I played a key role in business operations for a $35M nonprofit organization. I partnered with internal and external stakeholders in the delivery and development of fiscal administration and management of grant programs. Responsible for the interpretation of federal and state regulations and the generation of fiscal and operational policies. In coordinating with senior staff colleagues, we were able to build and oversee new community development programs. I also served as the HUD representative liaison. An important part of my responsibilities included continual business systems analysis, development and management of web-based grant management software, and delivery of technical assistance.Key Accomplishments: - Developed financial tracking system that ensures program compliance with state and federal regulations. - Created web-based reporting system resulting in reduction of project management time. - Planned and implemented an efficient online Tax Credit Program pledge process, saving donor time. - Envisioned and launched automated pledge billing process, reducing Finance Department workload.

Concord, Nh

In this position, I coordinated with portfolio and senior-level managers in capturing and reporting on administered programs. The oversight of federal compliance and fiscal precision of all data collection systems was also part of my responsibilities.Key Accomplishments: - Served as lead project director for selection, implementation, and customization of web-based grants management software, creating paperless system resulting in enhanced productivity and reduction of two FTE's through attrition. - Spearheaded development of sub-recipient monitoring policy and procedure with internal oversight of federal single audit compliance.

Nashua, Nh

As the CFO, I held the responsibility for direction of all financial and reporting functions for a $20M nonprofit organization and directly reported to the Executive Director and Board of Trustees. I created and disseminated monthly GAAP financial statements and prepared budget versus actual variance analysis. In collaboration with senior-level department staff, I assisted in the preparation of annual budgets, cash flow projections and analysis, and feasibility studies. I served as a member of the Strategic Planning team where I delivered industry- level expertise. I also prepared annual tax returns, third-party reporting, and bond covenants compliance.Key Accomplishments: - Played key role in $10M facility expansion and tax-exempt variable bond issue completion. - Managed all aspects of annual audit coordination with international auditing firm. - Chosen to provide contract management and accounting services for three external facilities.