Hatboro, PA *****
Accounting Management Professional
Partner with Senior Leaders Improve Operations Efficiency & Compliance
Highly adaptable, analytical, critical thinking problem solver who utilizes organizational, planning, prioritization, process improvement, project management, time management and training strengths to improve operational efficiency and effectiveness while maintaining compliance with applicable laws and regulations. Extensive knowledge, skills and experience specifically in:
Ad hoc analyses & reporting Accounts Payable (AP) Accounts Receivable (AR) Accruals Audit schedules Account / Bank reconciliation Budgets Billing Cash management Communication Expense analysis External audit deliverables Financial software integration Financial Reporting GAAP General ledger maintenance Journal entries Month/Year end close Payroll Policies and procedures Regulatory reporting Risk management SOX/MAR Compliance System enhancement & optimization Teamwork Training 1099 Reporting
Designed and implemented an integrated Accounts Payable / Revenue reporting process incorporating; employee expense reimbursement, employee productivity reporting and revenue recognition that provided annual savings of over $340K.
Obtained 100% staff involvement to re-engineer Accounts Payable processes/controls resulting in increased internal controls, strengthened cash management and annual savings of $110K.
Directed a cross-functional project team to re-engineer and implement an electronic billing process resulting in integrated operational controls and more accurate financial reporting processes.
Developed corporate billing and receivables applications and controls resulting in an annual savings of $2M.
PROJECT MANAGER – BDO USA, LLP, Malvern, PA 2019 – 2019
Assisted client as interim Accounts Payable Manager, reviewed/posted inputted vendor invoices for accuracy, check printing, performed account analysis, audit prep due diligence, journal entry preparation, and policy & procedure development and in the manufacturing and pharmaceutical industries.
ACCOUNTING PROJECT CONSULTANT – AC Lordi Consulting, Malvern, PA 2016 – 2019
Assisted client with Payroll software implementation user acceptance testing. Performed AP account analyses, Escheat audit deliverable’s due diligence, bank reconciliations, journal entry preparation, policy & procedure development and management in the insurance and manufacturing industries.
THE BANCORP, INC. – Wilmington, DE
Senior Compliance Analyst Audit Coordinator 2013 – 2016
Served as primary coordinator for all compliance audits and regulatory exams (FDIC) for deposit and lending programs.
ACCOUNTING PROJECT CONSULTANT – AC Lordi Consulting, Malvern, PA 2011 – 2013
Performed account analyses, audit deliverables due diligence, bank reconciliations, journal entry preparation, policy & procedure process/control development & management in the insurance and manufacturing industries.
HEALTH PARTNERS OF PHILADELPHIA, INC. – Philadelphia, PA 2009 – 2010
Model Audit Rule Program Manager – Healthcare Insurance
Collaborated with business units to identify project scope and objectives for adherence to mandated regulations. Developed and implemented detailed project plans, managed deliverables and timelines, and communicated timely project statuses and results to senior management.
INTERACTIVE SOLUTIONS LLC – Horsham, PA 2005 – 2009
Internal Control/Risk Assurance Consultant – Banking & Insurance
Conducted audits and risk control readiness assessments with emphasis in government and commercial claims processes in healthcare and insurance industries for compliance with Model Audit Rule, Sarbanes-Oxley (SOX) laws, and other regulations.
FRIENDS REHABILITATION PROGRAM, INC. – Philadelphia, PA 2003 – 2004
Controller/Accounts Payable Manager – Non-profit Property Management
Directed the Financial Operations/Reporting and Human Resources departments.
Supervised 4 accounting clerks in the performance of all aspects of financial reporting, cash management, accounts payable, accounts receivable, human resources, payroll processing, expense disbursement,, governmental billing, regulatory reporting, risk management, and purchasing.
Coordinated process re-engineering of billing/collections, and developed variance reporting process.
JUVENILE JUSTICE CENTER OF PHILADELPHIA, INC. – Philadelphia, PA 2002 – 2003
Controller/Accounts Payable Manager - Non-profit Social Services
Directed the Financial Operations/Reporting, Information Technology, and Facilities Management departments as consolidated into one operating unit.
Purchased and assisted with implementation of financial reporting system.
Supervised 4 accounting clerks in the performance of all aspects of financial reporting, cash management, accounts payable, accounts receivable, payroll processing, expense disbursement, governmental billing, regulatory reporting, risk management, and purchasing.
Coordinated Treasury services, assisted with daily cash receipts processing, and bank reconciliations.
Microsoft Office Pro (Excel, Word, Access, Outlook, PowerPoint, and Project)
Adobe Pro Visio Smart Client Epicor Blackbaud Macola MS Dynamic NAV Oracle AP Quickbooks Reqlogic SAP
Bachelor of Business Administration, Accounting, Temple University, Philadelphia, PA
Associate of Arts, Business Management, Bucks County Community College, Newtown, PA