Lori Mathews Email & Phone Number

Anna, Tx, Us

Southlake, Texas, Us

Prosper, Texas, Us

Southlake, Texas, Us

Southlake, Texas, Us

Menlo Park, Ca, Us

Houston, Tx, Us

• Customer service• Verification of orders• Sales• Set up and tear down of showroom

Plano, Texas, Us

■ Executive Assistant to CEO• Work directly with owner as his right hand • Review email and set up rules in Outlook for CEO• Arrange travel for CEO, sales team, and instructors • Review emails to be sent by CEO • Review accounting books to ensure accuracy, supervise accountant • Supervise office when CEO is out of office• Coordinate and implement processes to improve the efficiency of the office • Work with vendors with office needs • Administer Sales Force including users and reporting • Administer IMS online store and training calendar • Allocate manuals and certificates for IMS trainees in Oracle Human Resources• Onboard and terminate employees • Liaison with PEO for our employees • Guide employees to the correct sources for human resource problemsAccounting• Develop sales quotes • Monthly financial statements • Invoice customers • Match PO to Vendor • Invoice and process payment • Collection of outstanding customer invoices • Run twice monthly payroll and twice monthly • Match travel expenses to travel dates

Plano, Texas, Us

Operations• Coordinated with UPS for the shipping of LED lights • Organization and maintenance of LED warehouse • Marketing online of LED lights through social media• Forecasted and ordered LED lights from KoreaAccounting• Used Peachtree by Sage to invoice customers, 20-30 monthly• Reconciled monthly bank statements (had to catch up a year of reconciliationsr)• Recorded payments for invoices • Recorded and cut checks for payables, 5-10 monthly

Dallas, Tx, Us

Business Office Coordinator (January 2013 to August 2013■ Supported CFO and 5 person finance department■ Create, update and maintain employee files for 200+ employees■ Maintain adequate supplies for all departments at college■ Process payable, receivables and payroll including professors, adjuncts, staff, student, and federal work study studentsExecutive Assistant to President and Vice President for Advancement (August 2012 to March 2013)■ Coordinate multiple calendars for high level executives ■ Contact and coordinate meetings with community and corporate ■ Planned and coordinated monthly employee luncheons■ Planned and coordinated biannual board of director meetings■ Recorded minutes for weekly presidential cabinet meetings■ Planned, coordinated and recorded minutes for monthly all day cabinet meeting. ■ Designed and instituted new health insurance plan for employees■ Administer benefits ■ Maintain employee records

Cincinnati, Oh, Us

■ Worked closely with Managing Partner of 15 person office of software developer■ Self-manage and prioritize work activities to align with company goals and initiatives.■ Provide advice, assistance and follow-up on company policies, procedures, and documentation as well as coordinate resolutions to violations and inquiries.■ Develop and recommend operating policy and procedural improvements■ Develop and maintain relationship with employment agencies, universities and other recruitment sources■ Develop and maintain human resource data bases and filing systems.■ Develop wellness initiative and plan, head wellness committee, and implement wellness activities■ Administer benefits for small office and ensure compliance with local, state and federal employer and HR law.■ Design and conduct new employee orientations, enroll new employees and make changes to employee benefit enrollments.■ Designed safety program based on OSHA standards.■ Manage and amortize fixed assets including building/equipment purchases and disposal.■ Developed and established review system to maintain consistency and manage accounts payable and receivable (AP/AR), as well as the general ledger activities, including setting up accounts, defining and managing periods, and entering accruals.

■ Supported president and owner of 4 person architectural design firm■ Created and updated 5 year business plan for the company■ Coordinated and managed travel arrangements■ Coordinated and managed calendar for President■ Self-managed and prioritized work activities to align with company goals and initiatives.■ Responsible for all human resource activities to include employment, compensation, labor relations, benefits, and training and development.■ Recommended, developed, and scheduled training and development courses. ■ Managed accounts payable and receivable (AP/AR), as well as the general ledger activities, including setting up accounts, defining and managing periods, and accurately completing reconciliations.■ Administered payroll and other benefits for small office and ensure compliance with local, state and federal employer and HR law.■ Generated reports and evaluate data to recommend strategic planning and responsive tactics to ensure profitability and efficiencies related to employer and individual client accounts.■ Created basic marketing pieces including website, brochures, and other client-facing communications.■ Developed and maintained human resource data bases and filing systems.

South Bend, In, Us

■ Supported Partner/Senior Vice President of Retail Development of 5 person property development office■ Coordinated weekly sales meetings, travel arrangements for partner and 3 sales persons and trade shows.■ Managed calendars for partner and 3 sales people■ Developed and maintained color coded filing system■ Served as the key liaison between IT, HR and Administration within the corporate office of this mixed-use construction and development firm. ■ Prepared payroll for corporate office■ Administered and explained benefits to employees, served as liaison between corporate office and employees. ■ Utilized budgeting and forecasting software to assess various financial activities and make annual budget recommendations. ■ Maintained corporate database and mined data to provide research and recommendations for sales activity.■ Project managed rent schedules, production, and other metrics to support development projects. ■ Tracked and reported vacation, travel, and other benefits and expenses for department.■ Developed and implemented client marketing activities.

Managed 40+ financial accounts for doctors and dentists in a high-pressure environment. Reconciled bank statements and general ledger and prepare monthly financial statements. Calculate payroll taxes and prepare reports. Maintain ethical and confidential relationship within banking, securities, and regulatory requirements. Anticipate client needs and respond effectively to ensure excellent client satisfaction.

Reconciled bank statements and general ledger and prepared monthly financial reports. Prepared billing and collected past due accounts receivables. Backed up cash receipts and balanced account payable. Generated monthly business reports and graphs. Prepared payroll and ensured accuracy. Contributed to the development of creative, practical solutions to impact change.

Us

Managed photography studioSupervised two employeesCustomer serviceSales

Chicago, Illinois, Us

Ran drive thru with excellent timesCustomer serviceTrained new employees

Mba, Management

Bsm, Management

Associate Of Arts - Aa, Accounting

General, English