I have excellent business, work, medical, dental, legal expertise and entrepreneurial experiences, and so much more that I bring to the table that is not represented on my resume. I have been on all sides of the table - founder/owner, venture capital/funder, CPA and auditor. I am now seeking part-time work opportunities in Southern California.
I am smart, and I like to think and use my brain. I'm good at figuring things out, and like to do so. I like people and have driven across this beautiful country of ours, giving myself time to meet and talk with people in different places. This has been a very enlightening and interesting experience to say the least!
Please note, I've anonymized certain parts of my resume for confidentiality and privacy. I am happy to send you a copy of my resume upon request.
Thank you very much!
LORI -----
EXPERIENCE
LORI ----- CONSULTING United States of America
PROFESSIONAL CONSULTANT 2000 – Present
Proven professional history of consistently achieving business goals and partnering collaboratively with internal and external stakeholders.
CLEAN ----- TECHNOLOGIES, INC. Mountain View, CA
FOUNDER, VICE PRESIDENT, CONSULTANT 2008 – 2015
• Co-founded clean technology company with two others.
• Successfully raised Seed and Series A venture financing.
• Responsible for developing and then leading day to day financial, legal, operational and administrative matters.
• Primary responsibility for company’s Investor Relations.
• Led lobbying efforts and grant proposal preparation.
----- VENTURE PARTNERS LLC San Francisco, CA
CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, PERSONAL CFO 2002 – 2008
• Responsible for all financial, legal and administrative matters for the firm.
• Liaise with attorneys, outside accountants, insurance brokers and other professionals for fund and entity formations, ongoing firm and fund operations, fund and other entity liquidations, trademark applications, financial statement audits, tax planning and return preparation and other regulatory agencies’ reports and surveys.
• Led investor relations including prepared and distributed quarterly financial information to the limited partners and assisted with quarterly letter and other firm related document preparation (e.g. annual meeting presentation).
• Responsible for office move to new location, including selection of commercial real estate broker, architect, office site and moving company.
• Extensive personal CFO responsibilities for Managing Director.
FLYWHEEL COMMUNICATIONS, INC. San Francisco, CA CONTROLLER 2001 – 2001
• Developed and led all day-to-day accounting policies and procedures.
• Assisted in preparation of the Company’s Strategic Business Plan.
• Managed overall conversion to Oracle Financial Application V.11i from the
Company’s original accounting system.
ARTHUR ANDERSEN LLP San Francisco, CA
MANAGER 1994 – 2001
• Managed all aspects of consulting and compliance services to clients including primary relationship with client.
• Provided general business, accounting and tax consulting services on a worldwide basis in a spectrum of technical areas and industries.
• Resolved technical accounting and business issues.
• Lead recruiter at several universities.
EDUCATION
M.S. Degree in Accountancy, University of Illinois at Urbana-Champaign
B.S. Degree in Business Administration, Saint Mary’s College of California
PROFESSIONAL AFFILIATIONS AND VOLUNTEER ACTIVITIES
Germain Arena
St. Anthony Foundation
Commonwealth Club
IMPACT Bay Area
Guide Dogs for the Blind