Lori Davis, Cpa work email
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Lori Davis, Cpa personal email
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CPA with strong analytical and interpersonal skills. Adept at multi-tasking and working efficiently to produce quality results. Extensive experience in budget management, financial statement analysis, and client relationship management. Proficient in Microsoft Word, Excel, PowerPoint, Outlook; Oracle Financials, Oracle Discoverer, Essbase, QuickBooks, Sage, Creative Solutions Accounting, Accounting CS, Fixed Assets CS, UltraTax CS, CCH ProSystem fx tax, CaseWare and XCM. Related Skills: general ledger, financial reporting, variance analysis, account reconciliation, journal entries, report generation, financial statement preparation, tax return preparation, accounts receivable, accounts payable and payroll processing.
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Senior AccountantElavon, Inc. Nov 2017 - PresentOversee MasterCard assessments allocation process and serve as point person for MasterCard related questions. Create monthly service period trends in accordance with GAAP. Analyze P&L lines to ensure proper expense and report variance explanations to senior management during month-end close. Reconcile balance sheet accounts related to assessments and assigned P&L lines.• Designed complex trends for European and North American Assessments to make analysis more efficient.•Documented formal procedures for assigned accounting tasks. •Proficient with Oracle Financials, Oracle Discoverer, Essbase, Excel.
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Advisory Council Member, Past Treasurer, Past SecretaryTheatrical Outfit Apr 2007 - PresentAtlanta, Ga, UsAdvisory Council Member, 2015-PresentBoard Treasurer and Finance Committee Chair, 2012-2015Board Secretary, 2010-2012Board Trustee, 2007-2010 Read more in Volunteer area -
Staff AccountantCoker James & Company, P.C. Dec 2015 - Jun 2017Kennesaw, Georgia, UsCompiled and prepared monthly, quarterly and annual financial statements for multiple clients. Processed payroll for assigned clients and ensured timely tax deposits, quarterly payroll tax reports, and W-2's. Prepared federal and state tax returns for individuals, trusts, partnerships and corporations. • Communicated directly with clients to resolve payroll, bookkeeping and tax issues. • Revised compilation and engagement letters for Lawrenceville clients to comply with SSARS 21.• Quickly gained experience with various accounting and tax software including QuickBooks, Sage, CS Accounting, Accounting CS, Fixed Assets CS, UltraTax, ProSystem fx tax, and CaseWare. -
BookkeeperPushpush Theater And Film May 2012 - Dec 2015Maintained A/R and A/P for nonprofit arts organization. Processed payroll, reconciled monthly bank statements, and recorded journal entries. Also reviewed monthly financial statements for accuracy and maintained annual budget. • Reduced monthly costs and improved cash flow by renegotiating bank loan.• Initiated reporting to track grant expenses resulting in tighter cost control. • Greatly improved monitoring of budget variances by initiating use of QuickBooks. -
Business Relationship Manager, Vice PresidentSunrise Bank Of Atlanta (Now Bank Of North Georgia) Apr 2006 - Nov 2008UsDeveloped and grew deposit relationships for new Midtown community bank. Added significant value to customer relationships by cross selling bank products, including cash management and remote deposit services. • Ensured successful installation of remote deposit services and provided training & support. • Demonstrated the benefits of cash management services & assisted clients with account set-up.• Provided oral and written progress reports to bank management. -
Branch Sales Manager, Vice PresidentColonial Bank (Now Bb&T) Jul 2002 - Apr 2006Addison, Tx, UsManaged retail main office. Initiated and supervised business development, profit planning and budget management. Hired and trained branch personnel. Originated consumer and commercial loans, reviewed financial spreads, and prepared and presented loan committee reports.• Dramatically increased audit rating to ‘excellent’ and exceeded service quality goals. • Enhanced branch productivity by creating a highly motivated sales team.• Raised profitability by increasing sales of fee income products and tightening expense control. -
Branch Manager, Assistant Vice PresidentTucker Federal Bank (Now Rbc Centura Bank) Mar 2001 - Jul 2002Managed retail branch office. Monitored branch budget to actual income and expenses. Conducted regular staff and sales meetings. Grew home equity mortgage lines and performed all related loan processing.• Improved branch audit rating to above average and reduced employee turnover. • Re-focused sales efforts to emphasize outside small business development.• Consistently had the highest number of outside sales calls convert into sales.
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Branch Manager, Banking OfficerCarolina First Bank (Now Td Bank) May 1996 - Mar 2001Managed retail branch office. Developed new commercial and retail deposit accounts. Served as loan officer at branch and performed all related lending activities including origination of consumer and commercial loans, credit review and closing. • Developed loyal and devoted customer base by delivering outstanding customer service.• Improved team efforts by resolving staffing issues to eliminate conflicts and promote team goals. • Created systems and procedures to establish and maintain a clean branch audit profile.
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Branch Manager, Assistant Branch Manager, Credit ManagerNorwest Financial, Inc. (Now Wells Fargo Financial, Inc.) Jun 1990 - May 1996Branch Manager, Columbia, SC, March 1994 - May 1996Managed consumer finance office. Developed relationships with sales finance dealers to grow customer base. Originated and closed consumer and consumer real estate loans.• Surpassed all goals for profitability and revenue growth, and improved loan quality.• Improved procedures for profit planning, budget management and bad debt control.Assistant Branch Manager, Sumter, SC, July 1992 - March 1994Credit Manager, Florence, SC, June 1990 - July 1992
Lori Davis, Cpa Skills
Lori Davis, Cpa Education Details
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Georgia State University - J. Mack Robinson College Of BusinessAccounting -
University Of South CarolinaFinance
Frequently Asked Questions about Lori Davis, Cpa
What company does Lori Davis, Cpa work for?
Lori Davis, Cpa works for Theatrical Outfit
What is Lori Davis, Cpa's role at the current company?
Lori Davis, Cpa's current role is Senior Accountant.
What is Lori Davis, Cpa's email address?
Lori Davis, Cpa's email address is lj****@****ail.com
What schools did Lori Davis, Cpa attend?
Lori Davis, Cpa attended Georgia State University - J. Mack Robinson College Of Business, University Of South Carolina.
What are some of Lori Davis, Cpa's interests?
Lori Davis, Cpa has interest in The Arts, Traveling, Health And Fitness, Education, Human Rights, Animal Welfare, Arts And Culture, Health.
What skills is Lori Davis, Cpa known for?
Lori Davis, Cpa has skills like Accounting, Financial Accounting, Finance, Management, Leadership, Financial Analysis, Financial Reporting, Account Reconciliation, Auditing, Cash Management, Customer Service, Microsoft Office.
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