Lorna S.

Accounting Manager at NewtekOne (NASDAQ: NEWT)
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Contact Information
us****@****om
(386) 825-5501
Location
Port Washington, New York, United States, US

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Credentials

  • Developing Your Emotional Intelligence
    LinkedIn
    Mar, 2022
    - Nov, 2024
  • Nano Tips for Using Excel with Miss Excel
    LinkedIn
    Mar, 2022
    - Nov, 2024
  • Agile Foundations
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Agile Project Leadership
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Agile at Work: Planning with Agile User Stories
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Applying Managerial Accounting
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Navigating New Professional and Social Norms When Offices Reopen
    LinkedIn
    Jan, 2022
    - Nov, 2024
  • Managing Your Emotions at Work
    LinkedIn
    Nov, 2021
    - Nov, 2024
  • Delivering Bad News to a Customer
    LinkedIn
    Aug, 2021
    - Nov, 2024
  • CPA- Membership
    Asociacion de Contadores Publicos de Chile
    Sep, 1993
    - Nov, 2024
  • Charter CPA Chile
    Accounting Society of accountancy Chile
    Aug, 1993
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Accounting Manager
      • Dec 2022 - Present

    • United Kingdom
    • Utilities
    • 700 & Above Employee
    • Interim Property Accounting Manager to the PPL conveying
      • Oct 2021 - Jun 2022

      · Oversaw, supervised and approved the month end close process to conform with Corporate Accounting as well as the delivery of the financial statements, analytics and reporting· Nominated to supervise 4 direct reports. Two Senior Accountants and two analysts. Do the hiring and onboarding process for the new staff once the sale would be completed· Reviewed and supported financial information to prepare system entries and document transactions as well as reconciliation and the corresponding certifications.· Managed monthly, quarterly, and annual closeout and reporting proceedings in Power Plan and SAP in compliance with USGAAP, SOX, FERC, and IFRS reporting requirements Responsible for the implementation of Power Plan – Jurisdiction Rhode Island -· Oversaw and reviewed accounting information for accuracy to assist in Plant reporting and filings. · Reviewed accounting pronouncements of regulatory agencies and facilitate implementation· Reviewed and supervised policies, procedures, and work instructions to validate well-documented, controls, and reflect framework accuracy and balance sheet integrity in compliance with US GAAP, SOX, FERC and IFRS guidelines·· Prepared, reported, and presented PPE- financial information to the local, regional, and corporate leaders in accordance with the objectives and procedures outlined by the Company.· Established uniform procedures and monitor practices to ensure mandatory compliance with government agencies and corporate policies and procedures, including Sarbanes Oxley. Established synergies between the finance and client service teams to minimize errors and process deficiencies that impact the financial outcome.· Reviewed, reconciled, and resolved inconsistencies with operating accounting areas. · Reviewed -Audit contracts, orders, and vouchers, for reports to substantiate individual transactions.· Directed and monitored operational activities of the office in accordance with established policy, procedures. Show less

    • Senior Analyst/Accounting and Finance Service
      • Sep 2015 - Oct 2021

      o Supervised the Fixed Asset Accounting Clerical team(15 /directs)o Monthly Closing process – Other Accrualso Reviewed, reconciled, and resolved inconsistencies with operating accounting areas. o Supervise and review Reporting, Rates Cases Data and recommend items to be reconciled for regulatoryo Depreciation Process and Obligation Capital Trackerso Account Analysis via Cadency

    • Senior Accountant/ Contractor to US Engineering Inc
      • Sep 2011 - Sep 2015

      Support for Conversion system and Work Order (600,000)Work Orders . For New Power Plan and SAP systems . Closing, Analytics, Reconciliation , Reporting (GAAP- FERC)Expertise on Conversion Keys Performance IndicatorsDashboards and ControlsAudit AccountingFinancials

    • Independent Business Owner
      • Sep 2002 - Sep 2011

      Freight and logistics businesses. • Provided general accounting, operations management, forecast and budgeting write- up ,analysis, and ad hoc reports for various banking requests • Prepared the following tax filings: 1040, 1120, 1120S, IFTA, MTA for individuals/S-Corp, and transportation tax filings • Negotiated insurance contract terms, rates, coverage types, and renewals for transportation, DOT, and general carrier endeavors Freight and logistics businesses. • Provided general accounting, operations management, forecast and budgeting write- up ,analysis, and ad hoc reports for various banking requests • Prepared the following tax filings: 1040, 1120, 1120S, IFTA, MTA for individuals/S-Corp, and transportation tax filings • Negotiated insurance contract terms, rates, coverage types, and renewals for transportation, DOT, and general carrier endeavors

    • Other Experiences
      • Jun 1986 - May 2005

      2003 - 2005 ESL Teacher–Adult Program PT Port Washington School Union District New York 1992 - 1993 Tax Accountant International Paper Corp. New York 1990 - 1992 Analyst /Accountant RIS Paper, Inc. New York 1988 - 1990 Account Payable Analyst Publishers Clearing House New York 1986 - 1988 Junior Accountant (Audit) Stanley E. Beck, CPA P.C. New York 2003 - 2005 ESL Teacher–Adult Program PT Port Washington School Union District New York 1992 - 1993 Tax Accountant International Paper Corp. New York 1990 - 1992 Analyst /Accountant RIS Paper, Inc. New York 1988 - 1990 Account Payable Analyst Publishers Clearing House New York 1986 - 1988 Junior Accountant (Audit) Stanley E. Beck, CPA P.C. New York

    • Brazil
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Assistant Corporate Controller
      • Aug 1993 - Sep 2000

      Oversaw monitoring of 500K business units with annual sales exceeding $150M, establishing and managing annual budgets across the Argentinean, Bolivian, Chilean, and Peruvian Divisions. Coordinated transfer pricing analysis, identifying optimal unit cost. Created pre and post SAP benchmarking metrics across these divisions, driving performance of Sales, Financial, and Accounting modules. Provided critical support for in generation of financial accounting assessments, implementation of new accounting applications, and importing of parts and accessories modules. Spearheaded ISO 9000 processes, ensuring regulatory compliance and following internal controls. In charge of 15 Direct- Santiago and 50 Indirects Plant Arica • Authorized first Finance, Banking, and Commerce signature for GM-Chile internal and SII audits. • Liaised with Corporate Headquarters and Latin American Markets regarding all accounting and finance functions. • Successfully identified and rectified inefficiencies that resulted in numerous improvements, including a reduction in closing process from 10 days to five, Customs Savings ,generation of closing KPIs, adoption of JIT inventory management, elimination of duplicate processes, and minimized theft loss and misuse of company cars. • Regularly evaluate and identify short-term and long-term department recruitment needs and strategies to retain top talent. Show less

  • Bulkley Dunton- International Paper Division
    • New York, New York, United States
    • Senior Tax Accountant
      • Jun 1992 - Jun 1993

      Senior Accountant in charge of Operation for all the Paper Divisions- Intercompany and Tax support. Reconciliation , Tax , Entries and reporting Senior Accountant in charge of Operation for all the Paper Divisions- Intercompany and Tax support. Reconciliation , Tax , Entries and reporting

Education

  • State University of New York College at Old Westbury
    B.S in Accounting Science, Accounting
    1985 - 1989
  • Universidad Adolfo Ibáñez
    Diploma en Marketing Integral, Business, Management, Marketing, and Related Support Services
    1998 - 1998

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