Lori S.

Lori S. Email and Phone Number

Controller | CPA | GAAP | Accounting | Analysis | Budgets | Internal Controls | Construction | Nonprofit | SaaS | @ Augeo
minnesota, united states
Lori S.'s Location
Greater Minneapolis-St. Paul Area, United States
Lori S.'s Contact Details

Lori S. work email

Lori S. personal email

n/a
About Lori S.

Accounting leader who collaborates across functions and cultures to achieve efficiencies, improved performance, and organizational objectives in dynamic organizations. Engage individuals at all levels and to spark energy, creativity, and a can-do spirit. Inclusive leader who builds, engages, and coaches teams to deliver results. Strategic, insightful decision maker who acts with integrity and strives for continuous learning and improvement.Expertise:AccountingManagement and LeadershipFinancial ReportingFinanceAuditing (Big 4)Internal ControlsFinancial AnalysisForecasting & BudgetingGenerally Accepted Accounting Principals (GAAP)Strategic PlanningRevenue RecognitionCommunicationConsolidationBusiness Process ImprovementNonprofit accountingTechnology: Dynamics 365 Business Central/NAV, Excel, Microsoft Office, QuickBooks, Wave, Expensify, ComputerEase, Sage 300, AccPac, Great Plains, MAS200, Lawson, ADP payroll, Paychex, JD Edwards, Blackbaud, FundEzIndustries: Industries: SaaS software, construction and engineering, wastewater, technology, nonprofit, Big 4 public accounting. Experience working with global businesses with operations in 40+ countries, including France, Switzerland, Brazil, Canada, Australia, Vietnam, Poland, Nigeria, Kenya, Mexico. ____St. Paul Skyline Photo: This work is licensed under a Creative Commons Attribution-Noncommercial 4.0 International License.

Lori S.'s Current Company Details
Augeo

Augeo

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Controller | CPA | GAAP | Accounting | Analysis | Budgets | Internal Controls | Construction | Nonprofit | SaaS |
minnesota, united states
Employees:
299
Lori S. Work Experience Details
  • Augeo
    Division Controller
    Augeo Dec 2022 - Present
    Saint Paul, Mn
  • Sopheon
    U.S. Controller
    Sopheon Jun 2019 - 2023
    Bloomington, Mn
  • Interfaith Action Of Greater Saint Paul
    Director Of Finance And Administration (Nonprofit)
    Interfaith Action Of Greater Saint Paul Nov 2017 - Jun 2019
    Saint Paul, Mn
    Led finance, human resources, facilities, and systems functions at a small nonprofit. Member of Executive Leadership Team. Prepared and presented financial statements to nontechnical audiences at staff and Board meetings. Coordinated annual audit and preparation of tax returns. Collaborated with senior leadership to prepare annual budgets.
  • Geosys (At The Time, A Subsidiary Of Land O'Lakes)
    Vice President Of Finance And Administration
    Geosys (At The Time, A Subsidiary Of Land O'Lakes) Aug 2016 - Nov 2017
    Twin Cities, Mn
    • Led global finance (team of 6) dispersed over 4 continents for SaaS and PaaS Software company, a subsidiary of Land O'Lakes.• Streamlined processes to speed up close (3 days) and enable timely reporting in Land O'Lakes Hyperion. • Collaborated with Land O’Lakes’ corporate to assess impact of new revenue recognition accounting standard “Revenue from Contracts with Customers.”• Developed policies and procedures to cut turnover 50% and increase efficiency.• Implemented P.O… Show more • Led global finance (team of 6) dispersed over 4 continents for SaaS and PaaS Software company, a subsidiary of Land O'Lakes.• Streamlined processes to speed up close (3 days) and enable timely reporting in Land O'Lakes Hyperion. • Collaborated with Land O’Lakes’ corporate to assess impact of new revenue recognition accounting standard “Revenue from Contracts with Customers.”• Developed policies and procedures to cut turnover 50% and increase efficiency.• Implemented P.O. process to manage and monitor $1.1MM marketing campaign.• Oversaw year-end and June interim procedures by PwC auditors: no adjustments. Show less
  • Lemna International
    Controller
    Lemna International Feb 2008 - Jul 2016
    Minneapolis, Mn
    • Led corporate accounting, human resources, and facilities for a construction and engineering firm headquartered in the U.S. and with operations in Vietnam, Kenya, Nigeria, and Poland. Business in North America focused on wastewater, whereas overseas operations focused on infrastructure, including building roads and a solid waste treatment plant. • Automated intercompany reconciliation (1.5 years behind) and multi-currency consolidation (was outsourced) of 12 foreign subsidiaries. Saved… Show more • Led corporate accounting, human resources, and facilities for a construction and engineering firm headquartered in the U.S. and with operations in Vietnam, Kenya, Nigeria, and Poland. Business in North America focused on wastewater, whereas overseas operations focused on infrastructure, including building roads and a solid waste treatment plant. • Automated intercompany reconciliation (1.5 years behind) and multi-currency consolidation (was outsourced) of 12 foreign subsidiaries. Saved $90K annually. • During global liquidation (80% staff reduction), negotiated with suppliers to ensure ongoing production. Renegotiated vendor contracts, lease buyouts. Cut $200K.• Prepared forecasts and analyses of the U.S. operations in 2014 to refine purchase price and to enable newly-incorporated buyer to secure a $300K bank line. Bank compliance reporting and borrowing base calculation.• After sale of U.S. company, established buyer’s accounting in 3 weeks, including implementing FASB ASU No. 2014-02, “Intangibles—Goodwill and Other” and selection and implementing new accounting and payroll systems, benefits programs, banking relationship.• Coordinated with outside advisors on tax return preparation.• Oversaw preparation of multi-state sales and use tax returns.• Managed day-to-day accounting operations including accounts receivable, accounts payable, benefits administration, and payroll. Oversaw project accounting (including job costing and WIP analysis). Show less
  • Publishing Business Systems/Digital Technologies International
    Controller
    Publishing Business Systems/Digital Technologies International 2004 - 2007
    St. Paul, Mn
    • Streamlined processes in US and Canada to speed-up close and improve cash flow.• Recommended and led implementation of Great Plains accounting software.• Led finance due diligence for sale of PBS after sudden departure of long-time CEO. • Worked with tax advisers to defend against IRS audit. No adjustments.• Calculated sales commissions.
  • Pwc
    Audit Staff Accountant
    Pwc 1986 - 1989
    San Francisco
    2004 and Prior, in San Francisco Bay AreaCONTROLLERBay Area Video Coalition (nonprofit) 3 yearsLed finance, accounting, HR, and facilities for media arts technology center. Member of executive team. Participated in strategic planning. Presented to Board.CHIEF FINANCIAL OFFICERTIra Capital LLC (Venture Capital)1 yearPalo Alto, CACFO of venture capital firm that funded technology start-ups. ASSISTANT DIRECTOR OF FINANCEDresdner RCM… Show more 2004 and Prior, in San Francisco Bay AreaCONTROLLERBay Area Video Coalition (nonprofit) 3 yearsLed finance, accounting, HR, and facilities for media arts technology center. Member of executive team. Participated in strategic planning. Presented to Board.CHIEF FINANCIAL OFFICERTIra Capital LLC (Venture Capital)1 yearPalo Alto, CACFO of venture capital firm that funded technology start-ups. ASSISTANT DIRECTOR OF FINANCEDresdner RCM Global Investors2 yearsSan Francisco, CADIRECTOR OF INTERNATIONAL ACCOUNTING AND FINANCIAL REPORTINGAdecco S.A.3 yearsRedwood City, CALed corporate accounting and global financial reporting at headquarters of $3B Swiss company.MANAGER OF FINANCIAL REPORTINGThe Fremont Investment Group6 yearsSan Francisco, CALed internal and external reporting for the private investment company the Bechtel family.PricewaterhouseCoopers3 yearsSan Francisco, CAHighlights from previous experience in San Francisco Bay Area:• Led consolidation for $3B Swiss company with 90 business units and operations in 40+ countries. Also for investment company with complex structure: 200 investors, 30 subsidiaries, 10 partnerships.• Resolved 3 inherited reportable conditions and 2 inherited material weakness, including a $25MM out-of-balance condition. Implemented procedures and internal controls.• Researched and implemented FASB pronouncements for broad range of industries.• Accounted for IPO of a subsidiary, for a reverse acquisition, and 12+ M&A transactions.• Implemented Lawson system: for 14 general ledgers and consolidation (42 currencies).• Prepared Swiss company’s first 20-F filing with Securities and Exchange Commission.• Negotiated company’s first-ever revolver and equipment loans (approx. $700K). Monitored debt covenants.• Provided accounting guidance and services to 8 portfolio companies. Investor reporting.• 3 years public accounting with Big 4 Firm, serving clients in banking and investing. Show less

Lori S. Skills

Auditing Cash Management Blackbaud Non Profit Mergers Big 4 Frx Report Writer Mas200 Nonprofit Start Ups Financial Modeling Streamlining Work Processes Fund Accounting Lawson Consolidation Microsoft Office Microsoft Word Acquisitions Consolidated Financial Statements Microsoft Excel Microsoft Outlook Revenue Recognition International Accounting Accounting System Conversions Financial Analysis Contracts Sage Accpac Financial Reporting Financial Statements Due Diligence General Ledger Resourceful In The Completion Of Projects Benefits Administration Computerease Easily Adaptable Mergers And Acquisitions International And Multi Currency Accounting Job Costing

Lori S. Education Details

Frequently Asked Questions about Lori S.

What company does Lori S. work for?

Lori S. works for Augeo

What is Lori S.'s role at the current company?

Lori S.'s current role is Controller | CPA | GAAP | Accounting | Analysis | Budgets | Internal Controls | Construction | Nonprofit | SaaS |.

What is Lori S.'s email address?

Lori S.'s email address is lo****@****eon.com

What schools did Lori S. attend?

Lori S. attended University Of California, Berkeley.

What are some of Lori S.'s interests?

Lori S. has interest in Education.

What skills is Lori S. known for?

Lori S. has skills like Auditing, Cash Management, Blackbaud, Non Profit, Mergers, Big 4, Frx Report Writer, Mas200, Nonprofit, Start Ups, Financial Modeling, Streamlining Work Processes.

Who are Lori S.'s colleagues?

Lori S.'s colleagues are Susan Kronemer, Deanna Carciofini, Erik Sorensen, Julio Velasquez, Carly Jane Dreiling, Cmp, Lisa Loeffler, Ashley Rettenmaier Moye.

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