Controller

Lori E. Beaton, BS, MBA (*/**)

843-***-**** *** West Palmetto St.

**************@*****.*** Florence, SC 29501

PROFESSIONAL SUMMARY

Successful and varied financial reporting experience in regional and high growth organizations, most recently in a Health System comprised of a 301 bed Acute Care Non-Profit Hospital. Demonstrated management and financial strengths in healthcare reporting, market analysis, operating performance measurement, month and year-end closing, tax reporting and various computer applications.

ACADEMIC PREPARATION

Columbia Southern University, Online Anticipated December 2010

Master of Business Administration Degree

University of South Carolina, Conway, SC 1993

Bachelor of Science in Business Administration, major in Accounting

• CPA Candidate

• Member of the Healthcare Financial Management Association

PROFESSIONAL EXPERIENCE

Tuomey Healthcare System, Sumter, SC 2008 - Present

Assistant Controller / Accounting Manager

• Comprehensive healthcare system including a 301 bed acute care regional non-profit hospital

• Manage a staff of eight people, to include 3 Accounting Generalists, 1 Accounts Payable Clerk, 1 Payroll Coordinator and 3 Staff Accountants

• Coordinated the completion of the annual financial audit, annual cost report and annual 990 returns

• Reviewed the completion of the annual W-2’s, 1099’s and quarterly 941 returns

• Gathered and provided information for the Medicare cost report audits

• Coordinated the reconciliation of balance sheet accounts on a monthly basis

• Prepared monthly consolidated financial statements for three entities

• Assisted in preparation of annual capital and operating budgets totaling $420 million

• Discovered error in Cafeteria procedures, adding $180,000 per year to Other Revenue

Webster Rogers, LLP, Florence, SC 2000 - 2003

Staff Accountant – Wealth Management Division

• Large Statewide CPA firm

• Responsible for personal and professional accounting for local physicians and their related practices

• Set up a complete accounting system for a physician practice

• Created multiple spreadsheets for measuring operating performance and statistics

• Assisted 15 physician practices with month end and year end closings

• Supervised 5 bookkeepers in their financial statement preparation for 15 physician practices

• Prepared numerous corporate and individual tax returns for physicians and their practices

• Successfully assisted clients with financial savings through detailed expense account analysis and complete financial review

• Identified inefficiencies in several client prepared accounts. Worked with outside bookkeepers to restructure financial statements and correct coding of general ledger items.

Travis Matthews, CPA, Florence, SC 1998 - 1999

Staff Accountant

• Local CPA firm

• Prepared financial statements for corporate accounts

• Assisted clients in monthly payroll and sales tax preparation

• Prepared numerous corporate and individual tax returns

Carolinas Hospital System, Florence, SC 1996 - 1997

Staff Accountant

• 450 bed For Profit Regional Hospital

• Responsible for financial statement preparation for small branch of the hospital

• Performed month end closing with bank account review

• Reviewed A/R accounts and created aging reports

• Analyzed A/P accounts to detect discrepancies in spending trends

Myrtle Beach National Golf Courses and Country Clubs, Myrtle Beach, SC 1994 - 1996

Staff Accountant

• Parent Company with Multiple Divisions

• Prepared segregated financials for several divisions within the parent company

• Performed A/P for the parent company on an as needed basis

• Created A/R reminder letters for numerous home owner associations

Sea Breeze Realty, Surfside Beach, SC 1993 - 1994

Staff Accountant

• Real Estate Company, Vacation Rentals and Property Management

• Responsible for financial analysis of multiple property owner associations

• Reconciled monthly bank accounts

• Collected funds for A/R and prepared bank deposits

• Reviewed A/R accounts for numerous property owner associations

• Created A/R aging reports and reminder letters for property owners

COMPUTER APPLICATIONS

• Meditech

• Kronos

• Sig 32

• ProSystems fx

• BNA

• Microsoft Word, Power Point and Excel

• QuickBooks

• Simply Accounting

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