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Lori Szwanek

Lori Szwanek

VP & Global Controller

Followers of Lori Szwanek638 followers
location of Lori SzwanekOmaha, Nebraska, United States

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  • Timeline

  • About me

    Chief Accounting Officer | CHIEF Member

  • Education

    • Midland University

      1984 - 1989
      Bachelor of Business Administration - BBA Accounting and Business/Management 3.80

      Activities and Societies: Women's Varsity Basketball; Pi Epsilon Sorority

  • Experience

    • CSG

      Apr 1996 - Oct 2021
      VP & Global Controller

      Managed global accounting team of ~80 team membersManaged SEC external reporting functionsResponsible for monthly financial reporting documentationResponsible for quarterly non-routine technical documentationLed implementation of ASC606 - updated accounting policies, reviewed customer contracts, evaluated controls and documented conclusionsBusiness lead for ERP implementation projectLed accounting due diligence for several acquisitions

    • Orion Advisor Solutions

      Oct 2021 - Sept 2023
      Chief Accounting Officer (CAO)

      Oversee corporate accounting functionsResponsible for quarterly financial reporting packageM&A due diligence, sources & uses, purchase accounting and integrationEstablished accounting policies and processesEnhanced controls and streamlined processes related to month-end close, accounts payable and billingParticipated in implementation of audit management software application for risk management

    • CSG

      Sept 2023 - now
      SVP Chief Accounting Officer

  • Licenses & Certifications

    • Certified Public Accountant

      Nebraska Society of CPAs