marco_lora@icloud.com | 239.440.

9782 12147 Americus Ln | Naples, FL 34113

Marco Lora, CPA

PROFILE
CPA, natural leader, self-starter, fast learner, team player, written and oral fluency in Spanish, knowledge of GAAP, IFRS, Government and Not-for-Profit Accounting, GAAS, and ACL, excellent written and verbal communication skills, ability to travel/flexible schedule

WORK EXPERIENCE

Staff Accountant, Ave Maria University; 2011-Present Assist upper management with formulation of a $60 million annual budget, establish financial benchmarks of acceptable performance, and initiate corrective action based on actual results Manage a variance analysis reporting process across the university and prepare monthly analysis of operating results, ensuring due dates are achieved and key deliverables are submitted Produce financial statements using Microsoft FRx Report Manager Plan and evaluate accounting procedures and policies to ensure transactions are accurate, complete, recorded properly and in the correct accounting period, and according to GAAP Reconcile accounts, research discrepancies, and make necessary adjusting entries to fairly represent the financial position of the institution Prepare audit schedules and assist with information needed for the annual financial audit Develop and control all tasks necessary to accomplish the organizations payroll processing objectives, including training and supervision of payroll personnel Analyze restricted funds, process transfers, maintain records of all fund movements, and verify all funds are managed in accordance with restrictions imposed by donors Provide support to management in the preparation of exhibits, charts, reports, and other narrative and statistical material in support of formal presentations Monitor internal controls and compliance with laws and regulations, especially those related to key financial metrics required to meet bond covenants Perform ad-hoc business analysis to further inform business decisions and present findings and recommendations to senior leaders Apply advanced Excel skills including Pivot Tables, V-Lookup, IF Function, Data Visualizations, Sorting, Nested Functions, Charting, Subtotals, Consolidations, and Macros to complete daily tasks and projects

EDUCATION & LICENSING

Bachelor of Science, Florida Gulf Coast University; Fort Myers, FL; 2011 Major: Accounting Cumulative GPA: 3.73; Major GPA: 3.70 CPA Certification Certified Public Accountant, State of Florida; 2013

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants, Member Beta Alpha Psi, Member

VOLUNTEER ACTIVITIES

Volunteer of The Leukemia & Lymphoma Society; 2012-Present Accounting tutor at Florida Gulf Coast University; 2010-2011