Lori English
Controller at Raleigh Medical Group- Claim this Profile
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Bio
Credentials
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Certified Public Accountant
North Carolina CPA BoardAug, 2015- Nov, 2024
Experience
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Raleigh Medical Group
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Controller
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Apr 2017 - Present
As Controller I manage cash and the daily accounting activities as well as handling month end close and Financial Statement preparation. This includes General Ledger account analysis and Cash Flow Statement Preparation. Another duty is to attend the monthly board meetings to give a financial summary of month end and year to date activities. I also supervise the accounting department. Since I began as Controller I have streamlined the Accounting department by implementing new procedures. The corporation has recently switched CPA firms, accounting software and banks. This process has resulted in the savings of many thousands of dollars as well as giving more control to the Accounting Department. As a result of this, our internally generated documents are a more accurate representation of the financial standing of the company. The Board receives accurate financial information on a more timely schedule. Show less
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Bassett & Byers CPA/Dane Byers CPA
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Raleigh, NC
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Tax Senior
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Sep 2015 - Apr 2017
Prepares corporate and individual income tax returns including forms 1120, 1120s, 1040 and 990. Prepares quarterly and end of year tax projections including multiple scenarios. Review financial statements and tax returns. Advises clients on business and individual tax matters. Researches federal and state tax codes. Assists in preparation and presentation of client seminars on a variety of tax topics. Corresponds with federal and state tax agencies. Assist in annual audits. Show less
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Professional Management Healthcare Consultants
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Raleigh-Durham, North Carolina Area
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Senior Tax/Staff Accountant
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Jul 2002 - Sep 2015
Prepared corporate and individual tax returns including forms 1120, 1120s, 1065, and 1040 and 1041. Prepared monthly, quarterly, and end of year financial statements including closing journal entries. Provided guidance and support for general staff and assisted in training of new employees Prepared quarterly and annual payroll tax returns including forms w-2, w-3, 1099 and 1096. Processed payroll for up to 25 offices per month including direct deposit and all payroll tax payments. Handled cafeteria reimbursement checks and 401k payments including employer match calculations. Installed software and trained clients on Client Bookkeeping Solutions software. Provided ongoing support including troubleshooting and technical support becoming contact for all in house computer issues including servers, desktops and all hardware and software updates. Presented client seminars on year end processing, w-2 and payroll information, and taxable and non-taxable fringe benefits. Show less
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Education
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University of South Alabama
Bachelor of Science (B.S.), Accounting