Lorrie Briggs
Phoenix,AZ
Summary
Professional accounting leader with focus on financial accuracy, regulatory compliance, and team collaboration. Skilled in budgeting, financial reporting, and process optimization. Reliable team player adaptable to evolving business needs and committed to achieving organizational goals. Strong analytical abilities and strategic mindset enhance decision-making and performance.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Accounting Manager
Parchment, an Instructure Company
02.2024 - Current
- Worked within core team to streamline Transaction revenue business processes and internal controls, resulting in scalable and detailed set of procedures for annual revenues of $71+ million
- Enhanced revenue accuracy by implementing robust accounting processes and controls.
- Collaborated with cross-functional teams to address discrepancies and resolve billing issues promptly.
- Developed a strong understanding of industry-specific revenue recognition rules, ensuring company compliance and reducing the potential for regulatory scrutiny.
- Managed multiple complex projects simultaneously, consistently delivering on-time results under tight deadlines.
- Performed month-end reconciliation and developed reporting metrics in coordination with corporate finance executives.
- Assisted with both external audit and internal SOX compliance and maintained required documentation throughout testing cycle.
Marketing Director
INSPIRING MAIL
09.2011 - Current
- Currently manage all marketing efforts, marketing consulting and client relationships for a direct mail company, which specializes in dentistry
- Built and strengthened relationships with over 50 clients across the U.S
- And customized direct mail programs for their specific regions, to include: artwork design, offer selection, and customized demographics analysis
- Managed 3 graphic artists and all graphic design projects
- Led all hiring and new hire training efforts
- Increased new business by 14% within the first year, 6% of which was generated from client referrals
- Reduced expenses by 15% by finding new vendors and negotiating new contracts
- Responsible for weekly billing, invoice reconciling, monthly result audits, and vendor payments with yearly expenses of over $1 million
Full Charge Bookkeeper
BRIGGS FAMILY DENTISTRY
03.2011 - Current
- Responsibilities include the timely and accurate preparation of monthly financial statements and management reports, accurate processing for accounts payable and payroll with annual expenses exceeding $2.5 million
- Conduct account reconciliations, prepare 1099 reports, audit spending levels, and have implemented tighter internal financial controls
- Manage the internal budget process, oversee cash management, and assist with new hire recruitment and hiring
Accounting Manager
Parchment
10.2021 - 02.2024
- Managed journal entries, accounts payable, reconciliations, and payroll processing with a team of 3 staff.
- Coordinated with cross-functional teams to support strategic planning efforts, providing critical financial insights.
- Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
- Developed and implemented various procedures to improve accounting process.
- Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
- Managed successful audits by collaborating effectively with internal and external auditors.
- Participated in 1 sell-side and 3 buy-side transactions. Responsible for assuming and incorporating all accounting responsibilities of buy-side transactions and worked to effectively integrate new companies into the existing Accounting framework.
- Selected to lead the transition of Parchment's accounting practices into the framework of Instructure (formerly traded under stock symbol INST) which purchased Parchment in February 2024.
Senior Accountant
Parchment
03.2018 - 10.2021
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Successfully managed multiple high-stakes projects concurrently, consistently meeting deadlines while maintaining exceptional attention to detail and quality control.
- Contributed to hiring, training and development of accounting teams.
- Supported company expansion efforts by conducting financial assessments of potential mergers and acquisitions. Participated in 1 sell-side transaction and 3 buy-side transactions.
Staff Accountant
Parchment
07.2015 - 03.2018
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Assisted comptroller with year-end financial audits.
- Led project to migrate financial data to new accounting system, ensuring seamless transition with minimal downtime.
- Streamlined payroll process, ensuring timely and accurate salary disbursements to employees.
Benefits Coordinator
EMPLOYER FLEXIBLE HR
01.2009 - 03.2011
- Successfully administered benefit plans including: medical insurance, life insurance, Cobra continuation, 401k benefits, and wellness programs for 37 client companies, which included more than 1,200 work site employees
- Effectively managed all benefit audits for clients and interacted heavily with the payroll department to process checks
- Was the only person cross-trained to help the payroll department during busy seasons and on an as needed basis
- Created the first benefits training manual for the company
Marketing Director
TEEN MANIA
08.2005 - 11.2008
- Directed organizational marketing efforts for 3 divisions within the largest non-profit teen ministry in the US, while managing an annual budget over $3 million
- Reported to the CEO and Board of Directors and managed 30 staff
- Successfully developed and implemented marketing goals and strategies through product development, print, web, radio, and event advertising campaigns
- Also administered all merchandising functions for 3 separate divisions, including: inventory control, vendor negotiations, sales, budget, product design, and inventory audits
- Presented all monthly and annual reports to senior management, implemented budget controls, and managed monthly/yearly sales projections
- Responsible for annual inventory audits
- Constructed full service product website and fulfillment center to increase shipping speed and reliability for online orders
- Part of a leadership team that developed the company's first online ticketing software that accommodated over 250,000 live event participants across United States
Merchandise & Purchasing Manager
TEEN MANIA
01.2001 - 07.2005
- Managed live event sales for this non-profit in 32 different United States cities and raised revenues by 28% for record breaking sales year in 2005
- Supervised and trained 15 traveling staff and 50 event volunteers at each event
- Directed all product purchasing, warehouse, product fulfillment, annual audits, and shipping operations while overseeing 7 staff
Education
Master of Business Administration - Finance
University of Colorado
Bachelor of Arts - Business Management
University of Texas
Skills
- All Microsoft Office Applications
- Netsuite
- Quickbooks
- Journal entries
- Financial reporting
- Audits
- GAAP
- Staff training and development
Certification
- Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
Timeline
Accounting Manager
Parchment, an Instructure Company
02.2024 - Current
Accounting Manager
Parchment
10.2021 - 02.2024
Senior Accountant
Parchment
03.2018 - 10.2021
Staff Accountant
Parchment
07.2015 - 03.2018
Marketing Director
INSPIRING MAIL
09.2011 - Current
Full Charge Bookkeeper
BRIGGS FAMILY DENTISTRY
03.2011 - Current
Benefits Coordinator
EMPLOYER FLEXIBLE HR
01.2009 - 03.2011
Marketing Director
TEEN MANIA
08.2005 - 11.2008
Merchandise & Purchasing Manager
TEEN MANIA
01.2001 - 07.2005
Bachelor of Arts - Business Management
University of Texas
Master of Business Administration - Finance
University of Colorado
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