Lorri Roth
Director
Lorri Roth brings over 30 years of leadership, accounting, and finance experience to the CFO Systems team. Her career spans public accounting, healthcare, and not-for-profit industries where she refined her communication, customer relations, and leadership skills. She is a problem solver and a passionate leader who uses her knowledge and skills to make a difference with her clients and teams.
Her background includes strong skills in analyzing financial records and accounting systems to prepare financial statements, and teaching how to utilize QuickBooks Online. Lorri also has experience managing monthly journal entries, account reconciliations, accounts receivable, accounts payable, financial reporting, and documentation analysis. She thrives as a leader managing both large and small teams of employees as well as providing individual contributions. She has led several teams through transformations yielding increased productivity and teamwork, all while ensuring results and a commitment to excellence.
Lorri enjoys collaborating with colleagues and clients to ensure the procurement of accurate financial documents. Her fast-paced learning abilities and attention to detail enable her to provide outstanding services to all types and sizes of clients to ensure growth. Because she has experienced audits from both the CPA firm and company perspective, Lorri is able to provide a clear direction and calming support through the entire audit lifecycle. She relies on her wealth of experience, passion for solving problems, and strong analytical skills to help her clients to meet today’s difficult business challenges while growing their businesses.
Resume
CFO Systems LLC
Director
American Public Works Association
Controller
PatientFirst Healthcare Alliance
Interim Chief Financial Officer
Village Shalom
Finance & Accounting Manager
Prime Healthcare Services
Financial Manager, Regional Office Accountant
South KC Surgical Center
Accounting/Business Office/Human Resources/PR Manager
Heartland Surgical Specialty Hospital
Assistant Chief Financial Officer/Interim CFO
Public Accounting
Senior Audit Lead
