John M Lori

Experience

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  Harold H Hogg, Inc

  Jan 1981 - Jan 1985

  CFO/Treasurer

  Design/Build General Contractor

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  Richard D Poole, Inc

  Jan 1986 - Jan 1989

  VP/CFO/Treasurer

  Design/Build General Contractor• Co-founder, responsible for all finance, banking relationships, treasury, construction accounting, IT, and risk management and bonding functions of this start-up general contractor. • Led and co-developed annual business plan; worked with CEO/President to analyze, project and forecast performance.• Managed and directed the cash flow to fund growth continual growth.

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  McFarland Printing Company

  Jan 1988 - Jan 1991

  COO/CFO

  • Provided leadership to stabilize and turnaround this 100-year-old printing company.• Provided actionable input to the CEO.• Worked with President to analyze, project and forecast performance.• Led and co-developed annual business plan• Led negotiations with Union during Labor Contract renewal.• Developed comprehensive financial reporting systems and financial statements and forecasts.• Integrated and directed all cost accounting procedures with other reports.• Management of insurance and risk management Show less

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  Skelly & Loy

  Jan 1991 - Jan 1995

  VP/CFO

  Consulting Engineers• Reported directly to the CEO and President of this consulting engineering company and its sister company. • Managed the financial affairs of the businesses, formulating an annual business plan and budget, overseeing audit functions and managing the insurance, risk management and legal issues of the firm.• Improved company profitability through improved efficiencies, cost reductions and simplifying business processes.• Led the implementation of Total Quality Management (TQM) initiative throughout the organization.• Oversaw and directed banking relationships, budgeting, audit, tax, accounting, purchasing, HR, real estate and insurance activities of the organization; including managing and directing the cash flow to fund growth.• Implemented new accounting software and hardware and developed training for all employees.• Interacted with other Senior Managers to provide consultative support and analysis to plan new initiatives. Show less

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  WFG Capital Advisors

  Jan 1996 - Jan 2001

  CEO/Managing Partner

  Negotiator & Deal Maker | Start-Up Enterprises | Mergers & Acquisitions Co-founded an entrepreneurial venture creating the largest regional investment banking firm in central PA that specialized in mergers and acquisitions and advisory services to middle-market companies. Spearheaded business development, deal organization, confidential memorandums, transaction management, financial analysis, due diligence, negotiations of Letter of Intent, purchase agreement and terms and conditions. Analyzed general economic, business, and financial data and its impact on industry sectors, the organization and business strategy. Designed and implemented financial models, conducted financial statement analysis, executed transaction scenario models for mergers, acquisitions, divestitures, and capital formation events. Show less

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  The Harrisburg University of Science and Technology

  Jan 2001 - Jan 2004

  Executive VP/Chief Operating Officer/CFO

  • Participated in the founding and financial foundation of a new University. • Secured over $24 million in capital loans from bank financing; in addition to Grants. • Strategized all the financial administration and administrative issues of a start-up. • Completed building design and construction on-time and on-budget. • Created and implemented all accounting systems, budgeting, cash flow modeling and financial reporting. • Maximized use of outside resources while simultaneously minimizing costs. Show less

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  Commonwealth of Pennsylvania

  Jan 2005 - Jan 2007

  Deputy Secretary of Business Assistance

  • Directed over $800 million of investments into Pennsylvania businesses. • Implemented new reporting system improving real-time data on project status. • Increased productivity and processing 25% through team restructuring. • Expanded new legislative proposals to benefit energy and economic growth • Implemented key initiatives of Governor’s $2.3 billion economic stimulus package.

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  Pennsylvania Eye Associates – Harrisburg, PA

  Jan 2008 - Jan 2010

  COO/Director of Administration

  • Developed new monthly reporting and operational analysis. • Improved 60-day delinquent collections rater of delinquent accounts. • Reduced patient wait times by 15% by changing internal protocols. • Optimized medical insurance collections 25% by streamlining claim filing.

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  Vision Resources of Central PA

  May 2010 - Dec 2012

  Controller/CFO

  • Streamlined prior accounting practices to increasing efficiency. • Improved timeliness of accounting, IT, and other administrative responses. • Improved coordination and timeliness of outside audits and reviews. • Minimized record keeping. • Corrected prior accounting and calculation oversights. • Prepared and supplied Board Financial packages on time.

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  Transition Team for Auditor General Elect Eugene DePasquale

  Nov 2012 - Jan 2013

  Chairman of Audits Team
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  Pennsylvania Department of the Auditor General

  Jan 2013 - Jul 2018

  Deputy Auditor General

  • Restructured Audit Bureaus and staffing saving over $600,000. • Increased staff accountability by implementing performance tracking and budgets. • Increased management effectiveness over 35% by implementing management training. • Reduced travel and transportation costs saving over $800,00 annually. • Reduced paper and postage usage saving over $150,000 per annually. • Led the production of over 4,000 audits per year, with annual reductions in staffing.

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  Matrix Advisors

  Aug 2018 - now

  Accounting/Financial related services:

   Managing all accounting, auditing, financial reporting and treasury functions Monthly reporting Cash flow projections Developing Budgets and Financial forecasting Transaction and Bank negotiations