With over 25 years of experience, Lori provides strategic leadership with an eye to breaking down barriers to ignite results... SEE MORE
She is a turnaround specialist with proven history of guiding organizations, teams, and projects to successful outcomes. Lori is a pragmatic problem solver driven to inspiring others to achieve optimal solutions. Her expertise as a CFO and financial leader extends from PE-backed portfolio companies to construction, healthcare and non-profit.
Lori graduated from Loyola Marymount University, earned a Masters in Business Administration from Marylhurst University, is a Certified Management accountant as well as a Certified Mergers & Acquisitions Advisor She has deep knowledge in all aspects of the finance, accounting, systems and operations, her expertise encompasses:
Strategic CFO Services
- Executive Counseling and business strategy
- Risk Management
- Board Engagement
- Business Decision Analysis
Mergers & Acquisitions Transaction Execution
- Financial analysis of potential impacts of key business decisions such as pricing changes, key partner review
- Proforma and other analysis of potential mergers and acquisitions
- Due diligence preparation and support
- Preparation of board reports, investor decks
CFO Services
- Assess, advise, and build internal accounting team
- Create and/or evolve a streamlined monthly close process and issue timely and reliable financial statements
Business Systems and process optimization
- Business process review and evaluation
- Create roadmap including systems strategy supporting the foundational of the business in order to support growth
- Systems requirements gathering, documentation, RFP development and vendor selection
Lori lives on the banks of the Willamette river sharing her love of the water and nature with her partner Dave. She enjoys hiking, reading, cooking, gardening and keeping up with the adventures of her three grown children. Lori currently serves on the board of Point West Credit Union, which focuses its services on underrepresented populations in the state of Oregon. She has volunteered for many organizations over the years, focusing much of her energy on education and serving diverse populations in the Portland and Salem areas.
