Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lori Fernandez

Palmerton,PA

Summary

Financial professional with extensive experience as Controller of Kinsley's ShopRite. Preparation of financial statements and managed payroll for over 400 employees. Proven track record in treasury management and streamlining annual independent audits. Strong analytical skills to align budgets with organizational goals.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Controller

Kinsley's ShopRite
01.2001 - Current
  • Preparation of income statements, balance sheets, journal entries, reconciliations, and account analysis. Proficient in Oracle account software.
  • Managed payroll data entry and processing for 400+ employees. 401(k) Administrator and related reporting. Proficient in Kronos Work Force Management & Peoplesoft.
  • Provided treasury and cash management thru reconciliation of banking activity, credit card processing, and sales tax returns.
  • Streamlined annual audit process, working closely with external auditors to ensure accurate representation of company''s financial position.
  • Managed budgeting process, aligning departmental budgets with organizational goals and monitoring performance against targets.
  • Inventory Management.

Controller

Northeast Salons
09.1993 - 01.2001
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed payroll data entry and processing for 100+ employees for 10 separate locations to comply with predetermined company guidelines.

Controller

Stonegate Standardbred Farms
06.1986 - 09.1993
  • Managed financial operations including budgeting, forecasting and financial reporting, payroll for a successful standardbred horse breeding facility with over 400 horses, 3 farms and 50+ employees.
  • Maintained Co-Op and breeding records for 400+ standardbred horses.
  • Oversaw financial transactions including horse sales, breeding services, veterinary/farrier care, yearling registrations and futurity racing registrations.

Education

Bachelor of Science - Business Management

Centenary College
Hackettstown, NJ

Skills

  • Financial management accounting
  • Treasury operations management
  • Payroll management and 401(k) plan administrator
  • Budget planning and inventory management
  • Intercompany financial reporting
  • Management of fixed assets

Certification

  • Licensed Pennsylvania Insurance Agent with lines of authority in Accident, Health, Life and Fixed Annuities
  • IRS Enrolled Agent with 15 years experience in tax preparation and resolution. Software proficiencies such as Thomson Reuters Onesource, Quickbooks and Intuit Proseries.
  • Certified Notary Public

Timeline

Controller

Kinsley's ShopRite
01.2001 - Current

Controller

Northeast Salons
09.1993 - 01.2001

Controller

Stonegate Standardbred Farms
06.1986 - 09.1993

Bachelor of Science - Business Management

Centenary College

Similar Profiles

CREATE PROFILE
Lori Fernandez