Lori Lusk, Cpa, Mba Email & Phone Number

Redmond, Washington, United States

As a seasoned financial professional, I leverage a robust background in financial management, complemented by an MBA and CPA certification. With a proven track record in strategic financial planning, budgeting, and analysis, I excel in optimizing financial processes to drive profitability and operational efficiency. My expertise includes financial reporting, risk management, and overseeing regulatory compliance. I am passionate about delivering actionable insights that support informed… Show more As a seasoned financial professional, I leverage a robust background in financial management, complemented by an MBA and CPA certification. With a proven track record in strategic financial planning, budgeting, and analysis, I excel in optimizing financial processes to drive profitability and operational efficiency. My expertise includes financial reporting, risk management, and overseeing regulatory compliance. I am passionate about delivering actionable insights that support informed decision-making and drive sustainable growth within dynamic organizational environments. Show less

Carnation, Washington, United States

We launched Remote Host Hub out of a genuine desire to address the desperate need in the vacation rental industry for streamlined processes and revenue maximization. Property management in this realm often feels overwhelming, cumbersome, or financially draining if outsourced!With our background in finance and accounting, we were convinced there had to be a tech-savvy solution to simplify operations. Plus, we're always on the lookout for ways to help our clients boost revenue and… Show more We launched Remote Host Hub out of a genuine desire to address the desperate need in the vacation rental industry for streamlined processes and revenue maximization. Property management in this realm often feels overwhelming, cumbersome, or financially draining if outsourced!With our background in finance and accounting, we were convinced there had to be a tech-savvy solution to simplify operations. Plus, we're always on the lookout for ways to help our clients boost revenue and efficiency.Remote Host Hub empowers hosts to manage their properties remotely, ensuring a great financial return without sacrificing precious family time. Because who doesn't want investments that work hard without taking you away from your loved ones?Find us on Instagram @remotehosthub or on our website, www.remotehosthub.com Show less

Greater Seattle Area

During my time at Mattis Partners, I embraced a multitude of roles, serving as CFO, Commercial Real Estate Broker, HR Manager, Benefits Administrator, and Acquisitions and Development lead. Wearing these diverse hats, I thrived on the dynamic challenges each day presented.As the company's first employee, I forged a strong bond with the owners, sharing in the journey from the company's inception. This close-knit relationship fostered collaboration and a shared vision for success, driving… Show more During my time at Mattis Partners, I embraced a multitude of roles, serving as CFO, Commercial Real Estate Broker, HR Manager, Benefits Administrator, and Acquisitions and Development lead. Wearing these diverse hats, I thrived on the dynamic challenges each day presented.As the company's first employee, I forged a strong bond with the owners, sharing in the journey from the company's inception. This close-knit relationship fostered collaboration and a shared vision for success, driving us to new heights together.Navigating the intricacies of financial management, real estate transactions, and human resources, I found fulfillment in the varied responsibilities and the opportunity to contribute to the company's growth and evolution. No two days were alike, and I embraced each new challenge with enthusiasm and determination. Show less

Seattle, Wa

Seattle, Wa

During my tenure at Retail Lockbox, Inc., I served as the team leader for a dedicated group of three accountants. Together, we focused on refining financial processes, enhancing internal controls, and streamlining payroll operations for our high-volume payment processing clientele including major hospitals, utility companies, municipalities, and government agencies.My core responsibilities included overseeing the accurate preparation of financial statements, business activity reports… Show more During my tenure at Retail Lockbox, Inc., I served as the team leader for a dedicated group of three accountants. Together, we focused on refining financial processes, enhancing internal controls, and streamlining payroll operations for our high-volume payment processing clientele including major hospitals, utility companies, municipalities, and government agencies.My core responsibilities included overseeing the accurate preparation of financial statements, business activity reports, and regulatory submissions. These reports were meticulously crafted for executive review by the CEO and CFO, ensuring transparency and alignment with organizational goals.In addition, I took charge of managing the preparation of year-to-date cash flows, cash projections, and monthly financial statements for two separate business entities within the company.One of the highlights of my role was efficiently managing and completing SOC 1 and SSAE 16 (now 18) audits, crucial for ensuring the security of our payment processing systems. This involved close collaboration with external auditors to navigate the audit process seamlessly.Furthermore, I actively collaborated with the operations manager to evaluate and optimize department-level activities. Through our joint efforts, we successfully reduced operating expenses by over 40%, contributing to improved efficiency and financial health within the organization. Show less

Seattle, Washington, United States

As Controller at Atlas Accelerator, I managed a diverse portfolio of 5-7 startup companies simultaneously. I provided tailored financial support, including the development of budgets, capitalization tables, 5-year forecasts, shareholder reports, and depreciation schedules, aligning closely with each client's unique requirements.One of my significant contributions was guiding multiple clients through the transition from cash basis to accrual basis accounting systems. This involved a… Show more As Controller at Atlas Accelerator, I managed a diverse portfolio of 5-7 startup companies simultaneously. I provided tailored financial support, including the development of budgets, capitalization tables, 5-year forecasts, shareholder reports, and depreciation schedules, aligning closely with each client's unique requirements.One of my significant contributions was guiding multiple clients through the transition from cash basis to accrual basis accounting systems. This involved a meticulous review and refinement of their chart of accounts, resulting in streamlined and updated profit and loss statements and balance sheets. These enhancements not only facilitated readability for investors and upper management but also ensured compliance with GAAP standards. I also conducted comprehensive training sessions for accounting staff, equipping them with a thorough understanding of accrual accounting principles and financial statements.Furthermore, I undertook full-scope accounting responsibilities for several companies, encompassing payroll, accounts payable, accounts receivable, end-of-month closing journal entries, and bank reconciliations. This comprehensive approach ensured seamless financial operations for our clients.What truly invigorated me about this role was the opportunity to engage with startups at various developmental stages. Forecasting outcomes based on management projections fascinated me, and I thoroughly enjoyed crafting intricate financial models to support decision-making processes. Atlas Accelerator also provided an enriching environment for honing my Excel skills, as the platform served as our primary tool for financial modeling, often requiring the utilization of complex formulas and macros. Show less

As the Accounting Manager at ASL Interpreter Network, I led the financial operations of a dynamic and mission-driven organization dedicated to facilitating communication accessibility for the Deaf community. In this role, I oversaw all aspects of financial management, including budgeting, financial reporting, and accounts reconciliation. By implementing efficient accounting processes and leveraging technology, I ensured the accuracy and integrity of financial data while optimizing… Show more As the Accounting Manager at ASL Interpreter Network, I led the financial operations of a dynamic and mission-driven organization dedicated to facilitating communication accessibility for the Deaf community. In this role, I oversaw all aspects of financial management, including budgeting, financial reporting, and accounts reconciliation. By implementing efficient accounting processes and leveraging technology, I ensured the accuracy and integrity of financial data while optimizing operational efficiency. Additionally, I collaborated closely with internal teams to provide strategic insights and support decision-making processes. My commitment to excellence, integrity, and innovation in financial management, contributed to the organization's continued success and impact in fostering inclusivity and accessibility within the community. Show less

Santa Barbara, California, United States

As Deputy City Clerk at the City of Santa Barbara, I played a pivotal role in supporting the efficient functioning of municipal governance and public administration. Collaborating closely with city officials and departments, I contributed to the coordination and execution of various civic initiatives and administrative processes. My responsibilities encompassed overseeing the maintenance of official records, facilitating public meetings, and ensuring compliance with local regulations… Show more As Deputy City Clerk at the City of Santa Barbara, I played a pivotal role in supporting the efficient functioning of municipal governance and public administration. Collaborating closely with city officials and departments, I contributed to the coordination and execution of various civic initiatives and administrative processes. My responsibilities encompassed overseeing the maintenance of official records, facilitating public meetings, and ensuring compliance with local regulations and protocols. Additionally, I played a key role in providing essential services to residents and stakeholders, fostering community engagement, and upholding the integrity of the city's democratic processes. My tenure in this role was characterized by a commitment to professionalism, integrity, and dedication to serving the public interest. Show less

Seatac, Washington, United States

As an Accounting Assistant at the Washington Mutual Leadership Center at Cedarbrook, I played a pivotal role in ensuring the accuracy and integrity of the company's financial records. Working closely with the Corporate Controller, I assisted in the preparation of comprehensive financial statements, adhering to stringent standards of accuracy and compliance. My responsibilities included processing all journal entries related to accounts payable and accounts receivable, meticulously… Show more As an Accounting Assistant at the Washington Mutual Leadership Center at Cedarbrook, I played a pivotal role in ensuring the accuracy and integrity of the company's financial records. Working closely with the Corporate Controller, I assisted in the preparation of comprehensive financial statements, adhering to stringent standards of accuracy and compliance. My responsibilities included processing all journal entries related to accounts payable and accounts receivable, meticulously coding transactions within a strict general ledger system. Furthermore, I collaborated with department managers to facilitate precise tracking and reporting, ensuring transparency and accountability across the organization. Show less

Mba, Technology Mba

Bachelor Of Arts, Economics, Scandinavian Area Studies