Lora J. (Carter) Yanagawa, CPA, CGMA

Lansdale, PA

ady9pd@r.postjobfree.com 267-***-**** www.linkedin.com/in/lorayanagawa

Strategic Visionary Finance Leader

Proactive, strategic financial leader with business insight beyond the numbers who provides innovation and information for improved decision-making that helps drive success of business or organization. Expertise in strategic planning, innovative thinking, assessment and analysis as well as implementation in an executive-level finance and accounting position. Leader who develops productive teams through knowledge exchange that is specific to employee learning styles. Communicates complex, financial concepts in business language that facilitates understanding and improves buy-in.

Financial Planning Strategic Vision Project Management Systems Implementation

Management Reporting Training & Leadership Budgeting & Forecasting Accounting

Career Accomplishments

Boosted understanding of financial reporting and measurements by collaborating and training leaders to read and understand their financial statements and help them create budgets and KPIs to measure results to.

Improved efficiency in tracking revenue and expenses by program and funding source by implementing new accounting and billing software and tightening internal control procedures.

Delivered approximately to 25% cost savings across 35 programs by implementing strategic operation decisions.

Reduced staff time by 20% by analyzing and implementing new processes which provided accurate and timely reporting to department leaders and funders.

Professional Experience

Akamai Accounting and Consulting Services, Inc. Lansdale, PA 2018 - Present

Consultant for nonprofit organizations and small businesses

Serve as the interim CFO for a management transformation consulting company

Serve as the interim or part time CFO for nonprofit organizations $1-$11mil

Work with organizations $1-11Mil to re-align processes and improve internal controls, set up cash management process, prepare financial statements and projections

Train staff in new processes, preparing month-end close entries and preparing workpapers and financial statements

Work with management and BOD to review financial results

Support and provide information for audit and tax providers

CORA Services, Inc., Philadelphia, PA 2021 - 2023

Chief Financial Officer

As the first CFO brought awareness of business analysis, cash flow management and re-align financial processes and procedures; strengthen monthly invoicing and close processes.

Manage financial and operational planning and analysis. Prepare and supervise budgeting and forecasting. Track over 70 federal, state and local grants.

Optimize results by analyzing and implementing streamlined financial processes for nonprofit organizations, allowing improved financial decisions, and meeting organization objectives.

G-Squared Partners LLC, Fort Washington, PA 2017 - 2019

Director

Managed financial and operational planning and analysis (FP&A). Prepared and supervised budgeting and forecasting.

Supported clients by working with and providing information to their audit and tax providers.

Supervised the clean-up and re-alignment of client’s books and helped them develop KPI measurement tools

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American Friends Service Committee, Philadelphia, PA 2017

Interim-Chief Financial Officer

Reviewed and assessed financial systems, processes and procedures to make recommendations for new systems and tools.

Re-aligned and implemented accounting and financial process and procedures to help the organization through a difficult financial crisis

Led the $40 mil global budget process for forecasting current fiscal year as well as next fiscal year.

Reviewed and assessed processes that track grants for programs located globally.

Championed the 10 member finance staff to create a cohesive department; includes training and re-aligning tasks and job descriptions.

RSM US LLP (previously McGladrey LLP), Blue Bell, PA 2014 — 2016

(Fesnak Outsourcing LLC merged with McGladrey 1/2015)

Manager, Outsourced CFO / Controller for nonprofit organizations

Managed financial and operational planning and analysis. Prepared and supervised budgeting and forecasting. Tracked grants for PA Department of Education.

Spearheaded initiative creating processes that tracked expenses in compliance with government grants, reducing staff time and increasing reporting, allowing for informed decision process.

Closed sales and business development opportunities by providing clients with technical expertise and offering realistic options.

Optimized results by analyzing and implementing streamlined financial processes for nonprofit organizations, allowing improved financial decisions, and meeting organization objectives.

PRITCHARD, BIELER, GRUVER, & WILLISON, P.C., Colmar, PA 2014

Audit Manager

Planned and executed financial audits

Reviewed and prepared corporate, partnership, individual, and non-profit tax returns.

Provided consulting services, including internal control procedures, computer set-up and implementation; and non-profit governance.

BERGEY YODER & ASSOCIATES, PC, Telford, PA 2013

Audit Manager

Performed audits for government and non-profit organizations.

Spearheaded systems upgrade projects, transferring information to electronic format, analyzing, designing, and implementing new software and procedures, and achieving savings of 20% in staff time with improved reporting.

THE CRESTAR GROUP, Boca Raton, FL 2012

Chief Financial Officer

Prepared financial statements and bank covenant calculations as well as monthly borrowing base for bank loans.

Managed special financing group comprised of 9 entities, providing leadership and direction across all finance and accounting functions in partnership with leadership team.

Aligned financial structures with defined business objectives by implementing internal control standards.

WEISERMAZARS LLP, Fort Washington, PA 2008 — 2012

(Fishbein & Company, PC merged with WeiserMazars LLP 1/2010)

Audit Manager

Directed financial audits for real estate, HUD funded, non-profit organizations (including A-133), construction and manufacturing companies.

Prepared and reviewed corporate, partnership, individual, and non-profit tax returns.

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LENAPE VALLEY FOUNDATION, Doylestown, PA 2003 — 2007

Chief Financial Officer

Led collaboration between departments and supervised 10-member accounting / billing group within Information Technology, Facilities, and Administrative departments.

Revised and directed $12mil annual budget process and internal controls.

Prepared schedules for annual audit and tax return.

Education & Professional Development

Bachelor of Science (BS), Accounting, Messiah College, Grantham, PA

Certified Public Accountant, State of Pennsylvania

Chartered Global Management Accountant

Affiliations Associations Memberships

American Institute of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants

PICPA’s nonprofit subcommittee

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