Lori Perkins
Sedona
Summary
Results-driven business management professional with 20+ years of experience in private and non-profit financial analysis, budgeting, facilities operations, and building teams who produce proven results in business growth, employee satisfaction, and profitability.
Overview
25
25
years of professional experience
Work History
Chief Financial Officer/Human Resources Director
Verde Valley School
Sedona, AZ
01.2017 - Current
- Supervision of all business office functions, including annual audit and risk management
- Oversight of all facilities teams, including physician plant, dining services, equestrian, and farm operations
- Management of all human resources, including policy implementation and enforcement
- Procurement and subsequent forgiveness of $1.2M in PPP loans and $1.3M in ERC tax credits during COVID
- Management and budget oversight of a $3.5M capital improvement project for faculty housing, dormitories, and classrooms
- Released restrictions of $1.5 million dollars in historical scholarships for Native American students
- Establishment and management of Verde Valley School Tuition Organization, an Arizona STO that provides scholarship awards to qualifying Arizona residents
Business Manager/Human Resources Director
Sedona Sky Academy
Rimrock, AZ
01.2015 - 01.2017
- Supervision of all business office functions, including site inspections by ADHS and random and annual audits
- Management of all facilities teams and operations
- Oversight and documentation of all annual employee training in CPR, crisis management, and campus safety drills
- Creation and management of annual budget
Business and Finance Manager
Caduceus Cellars and Merkin Vineyards
Jerome, Cornville, Camp Verde, and Sonoita, AZ
01.2008 - 01.2015
- Daily business management of winery, vineyard, and tasting room operations
- Establishment of direct-to-consumer and wholesale markets in forty states, Canada, and Australia
- Local, state, and federal tax and licensing compliance management
- Oversight of all human resources functions
- Established two bonded winery premises with the TTB to enable production independent of a custom-crush facility
Business Management (Self-Employed)
01.2002 - 01.2008
- Contract management of all facets of multiple local business, including accounting, budgeting, human resources, year-end tax reporting, and auditing for contractors, restaurants, realtors, and non-profit organizations
Education
B.A. - English
Northern Arizona University
Flagstaff, AZ01-1997
M.A. - English
Northern Arizona University
Flagstaff, AZ01-2002
Skills
- Financial management, budgeting, and cash flow projections
- Preparation and presentation of board of director reports
- Audit preparation and management
- Human resources management and compliance
- Facilities management and oversight
- Local, state, and federal compliance management
- Risk management and annual auditing and renewal of insurances
- Capital improvements budgeting and management
- Proficient in Quickbooks, Blackbaud, Google and Microsoft Suites, and multiple payroll platforms
Timeline
Chief Financial Officer/Human Resources Director
Verde Valley School
01.2017 - Current
Business Manager/Human Resources Director
Sedona Sky Academy
01.2015 - 01.2017
Business and Finance Manager
Caduceus Cellars and Merkin Vineyards
01.2008 - 01.2015
Business Management (Self-Employed)
01.2002 - 01.2008
M.A. - English
Northern Arizona University
B.A. - English
Northern Arizona University