Lori L. Emrey, CPA
Harrison
Summary
Organized and dependable financial professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Controller
Hixson Utility District
12.2021 - Current
- Prepare journal entries, reconciliations, and account analysis to create monthly financial statements, board reporting packages, and general account management.
- Responsible for payroll preparation and processing for utility employees to include payroll tax and annual wage reporting.
- Oversee treasury and cash management and provide accurate, efficient and compliant completion of daily financial information.
- Assist the general manager with projects as needed.
Senior Tax Accountant
Johnson, Hickey & Murchison
08.2018 - 12.2021
- Responsible for preparation of income tax returns for non-profits, corporations, partnerships, and individuals to minimize tax liability.
- Provided compliance and tax planning strategies to reduce client tax liability.
- Facilitated resolution of tax issues between clients and the IRS or other state taxing authorities.
Tax Accountant
Harting, Bishop & Arrendale, PLLC (now JHM CPAs)
09.2015 - 08.2018
- Prepared individual and partnership tax returns.
- Responsible for several monthly clients including compilation of financial statements, payroll, and other monthly accounting duties.
- Responsible for payroll tax filings, yearend payroll returns, compliance reporting and sales tax returns.
Accountant
Northwest Georgia Bank
06.2007 - 06.2014
- Responsible for development of allowance for loan loss model and monthly calculation, including schedules, forms, policy, procedures and testing process following generally accepted accounting principles and regulatory guidance.
- Prepared quarterly payroll tax filings, other regulatory reporting including liquidity and capital calculations, and monthly reconciliations.
- Assisted with annual external audit, regulatory exams, regulatory reporting, and annual report preparation.
- Provided support to CFO for special projects.
Senior Auditor
Arthur Andersen LLP
01.1994 - 01.1998
- Effectively supervised and performed audit engagements from planning to generation of certified financial statements. Experienced in the audits of banking, manufacturing, and transportation companies, both publicly and privately held.
- Experienced in internal audit operations of banking clients. Member of internal audit team to develop and improve client internal audit department operations.
- Led firm training on the audits of employee benefit plans for Andersen offices in the Southeast.
Education
B. S. B. A. - Finance
Tennessee Technological University
Skills
- Understanding of audit processes
- Financial statement analysis
- Payroll processing and tax oversight
- Internal controls development
Certification
Certified Public Accountant
Member of TSCPA, TGFOA
Timeline
Controller
Hixson Utility District
12.2021 - Current
Senior Tax Accountant
Johnson, Hickey & Murchison
08.2018 - 12.2021
Tax Accountant
Harting, Bishop & Arrendale, PLLC (now JHM CPAs)
09.2015 - 08.2018
Accountant
Northwest Georgia Bank
06.2007 - 06.2014
Senior Auditor
Arthur Andersen LLP
01.1994 - 01.1998
B. S. B. A. - Finance
Tennessee Technological University