Lorrie Stuart Email & Phone Number

Tampa/St. Petersburg, Florida Area

Management of general ledger, payroll, accounts receivable, accounts payable, financial and management reporting, annual financial and 401k audits, travel program, and credit card program. Manage, coach and develop a team of accountants. Manage human resources and staff. Project management accounting for US and international engagements with multiple currency transactions and all related tax issues. Treasury Management and banking relationships.Key Accomplishments: - Established account reconciliations with significant corrections to financial position - Leveraged Microsoft Management Reporting Module to write consolidating financials statements including complex foreign currency conversion as well as improved management reporting - Identified $1.3 million of un-billed project costs from travel and expense system and recommended cost effective tracking systems to mitigate future losses. - Researched Canadian VAT regulations and uncovered $300k in un-taken allowances - Process improvements in accountant’s work flow resulting in 50% time savings as well as improved accuracy and validation - Restructured corporate credit card program resulting in additional annual rebate of $20k

Jacksonville, Florida Area

-Direct the daily operations of team of four Unit Managers, 20 Production Analysts and six Financial Analysts in Loss Analysis Department.-Oversee all aspects of capacity planning, inventory analysis and reporting. Key Accomplishments:-Utilized accounting background to analyze the workings of various departments, identifying key areas where breakdowns occurred to cause large losses on defaulted mortgage loans and collaborating with teams to correct processes. -Analyzed and reconciled defaulted mortgage loans, quantifying losses and communicating reasons for loss to upstream partners, resulting in significant process improvements and the collection of $10M from FNMA and FHLMC due to filing errors. -Spearheaded the development of innovative solutions for loan inventory reductions, leading to faster completion of loan analysis, reduction in errors/rework and elimination of 50,000 loans. -Developed and implemented automated analysis of losses on bank-owned and serviced loans, saving on average, 15 minutes per loan. -Identified $26M+ in losses from upstream process gaps, creating and recommending successful solutions to close gaps and reduce losses.

Jacksonville, Florida Area

-Implemented Microsoft Dynamics GP products for clients in the manufacturing, pharmaceutical, construction, software development and nonprofit industries. -Performed analysis of accounting processes, determining best practices, areas for improvement and control environment, implementing products based on findings and business needs.-Executed setup and creation of all MS Dynamics GP modules, developing complex reporting utilizing FRx and SQL. Key Accomplishments:-Developed client-specific training documents, writing procedures based on key processes, resulting in greater understanding among new customers and high levels of satisfaction. -Set up and implemented security and controls for accounting department.

Jacksonville, Florida Area

- Completed monthly closings of general ledger and preparation of financial statements and management reports. - Managed a team of professional accountants to facilitate payroll, 401Ks, benefits, accounts payable, budget. Key Accomplishments:-Developed and implemented analytical reporting, resulting in enhanced ability to make key business decisions among upper management. -Managed successful external audit of financials along with 401K audit.

Jacksonville, Florida Area

- Managed a team of professional accountants to facilitate monthly closings, payroll, benefits and human resource functions for 400+ employees.- Complied and prepared information for annual external audits. - Oversaw budget and cost control. - Developed and executed key internal controls. Key Accomplishments:-Spearheaded the selection and successful implementation of Microsoft Dynamics GP, leading to major technology update that benefited business efficiency and financial organization. -Played a key role in the successful negotiation of benefit contracts.

Greater New York City Area

-Created budgets for company-owned restaurants. -Facilitated trainings with store managers on finance and cost control measures necessary in the operations of six $3M stores. Key Accomplishments:-Led the successful conversion of financial reporting for six restaurants transitioning from manual to computer-based systems, training staff and developing procedure manuals. -Developed system to track food costs and inventory, resulting in increased data organization. -Completed in-depth analyses of markets, developing recommendations for price increases, leading to increased profitability.

Jacksonville, Florida Area

Analyzed, reviewed and audited balance sheets, profit and loss statements and all work prepared by a professional staff of seven for four markets across the Southeast. Created a standard budget format utilizing Excel spreadsheets and consulted with business units on proper budgeting and forecasting procedure and methodology. Consulted business units and other departments on financial analysis and made recommendations for improvements. Implemented procedure to automate and reduce the time spent recording revenue and subscribers by 12 hours.