Lori Szwanek
Chief Accounting Officer (CAO) at Orion Advisor Solutions- Claim this Profile
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Bio
Credentials
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Certified Public Accountant
Nebraska Society of CPAs
Experience
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Orion Advisor Solutions
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United States
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Financial Services
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100 - 200 Employee
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Chief Accounting Officer (CAO)
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Oct 2021 - Present
Oversee corporate accounting functions Responsible for quarterly financial reporting package M&A due diligence, sources & uses, purchase accounting and integration Established accounting policies and processes Enhanced controls and streamlined processes related to month-end close, accounts payable and billing Participated in implementation of audit management software application for risk management Oversee corporate accounting functions Responsible for quarterly financial reporting package M&A due diligence, sources & uses, purchase accounting and integration Established accounting policies and processes Enhanced controls and streamlined processes related to month-end close, accounts payable and billing Participated in implementation of audit management software application for risk management
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CSG
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United States
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Advertising Services
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1 - 100 Employee
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VP & Global Controller
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Apr 1996 - Oct 2021
Managed global accounting team of ~80 team members Managed SEC external reporting functions Responsible for monthly financial reporting documentation Responsible for quarterly non-routine technical documentation Led implementation of ASC606 - updated accounting policies, reviewed customer contracts, evaluated controls and documented conclusions Business lead for ERP implementation project Led accounting due diligence for several acquisitions Managed global accounting team of ~80 team members Managed SEC external reporting functions Responsible for monthly financial reporting documentation Responsible for quarterly non-routine technical documentation Led implementation of ASC606 - updated accounting policies, reviewed customer contracts, evaluated controls and documented conclusions Business lead for ERP implementation project Led accounting due diligence for several acquisitions
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Education
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1984 - 1989
Midland University
Bachelor of Business Administration - BBA, Accounting and Business/Management
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