Lori Hetrick Email & Phone Number

Manager of Internal Auditing @ Widget Financial

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Lori Hetrick Location

Erie, PA, US

Lori Hetrick Work

2024 -now Manager of Internal Auditing @
2016 -2024 Vice President of Finance @
2016 -2024 VP of Finance at One Senior Care, Inc. @ One Senior Care, Inc.
2012 -2016 Supervisor, CPA @
2005 -2012 Senior Auditor, CPA @ Malin, Bergquist & Co
1999 -2005 Staff Accountant @ Roman Catholic Diocese of Erie

Lori Hetrick Education

Mercyhurst College
Bachelor's degree (Business Accounting)
1993-1997

Lori Hetrick Skills

Strategic Thinking
Service Lines
Margin Analysis
Business Reporting
Financial Operations
Key Performance Indicators
Capital Expenditures
Balance Sheet Review
Annual Budgeting
Treasury Accounting
Compensation
Stock Compensation
Business Acquisition
Accounting Issues
Statutory Reporting
Regulatory Requirements
Month-End Close Process
Journal Entries (Accounting)
Financial Variance Analysis
External Relationships
Close Process
General Ledgers
Chart of Accounts
Bank Reconciliation
Independence
GL
Communication
Passionate about recommending strong sound management letter comments
Considerate of time management with the intent of achieving client satisfaction
Technically skilled in OMB Circular A-133 and yellow book regulations
Proficient using Microsoft Excel, Word and Powerpoint
Proficient using fixed asset CS software, Pfx Engagement and Pfx tax software
Over 10 years experience preparing financial statements
Tax preparation of individual, C and S Corporations, and partnership
Experience with preparing federal tax exemption application forms 1023 and 1024
Proficient using Great Plains and QuickBooks accounting software
Technically skilled in GAAP and best accounting practices
Enjoy Working with People
Enjoy New Challenges
QuickBooks
Tax Software
Yellow Book
Partnership Taxation
CPA
Auditing
Financial Accounting
Financial Reporting
Tax Preparation of Individual
Business Development
Research
Accounting
Pfx Engagement and Pfx Tax Software
Proficient Using Microsoft Excel
Partnership
Finance
C and S Corporations
Strategic Planning
Technically Skilled in Omb Circular a 133 and Yellow Book Regulations
Proficient Using Fixed Asset Cs Software
Word and Powerpoint

Lori Hetrick Summary

Lori Hetrick, based in Erie, PA, US, is currently a Manager of Internal Auditing at Widget Financial. Lori Hetrick brings experience from previous roles at LIFE-Northwestern Pennsylvania, One Senior Care, Inc., Schaffner, Knight, Minnaugh & Company, P.C. and Malin, Bergquist & Co. Lori Hetrick holds a 1993 - 1997 Bachelor's degree in Business Accounting @ Mercyhurst College. With a robust skill set that includes Strategic Thinking, Service Lines, Margin Analysis, Business Reporting, Financial Operations and more. Lori Hetrick has 2 emails and 1 mobile phone numbers on RocketReach.