1. LORI O’NEAL
623-340-6636 | loneal80@hotmail.com
QUALIFICATIONS
- Detail-oriented, meeting and surpassing organizational objectives/goals
- Ability to solve problems; achieve maximum time effectiveness
- Adapts quickly to new demands.
- Leadership and work style that is decisive, honest, and straightforward that promotes respect, and trust by
employer, superiors and peers.
- Confident, self-motivated, well organized, and performs effectively under pressure and demanding deadlines
- Proficient in Microsoft applications (Excel, Access, PowerPoint, Word)
- Great Plains application
- RIMAS industrial recycling application
EMPLOYMENT HISTORY
Consolidated Resources, Inc. & related entities
ROS LLC
Mookie Investments
Glendale, AZ
12/2007 — present
Accounting Manager
- Prepares financial statements for all entities (monthly, quarterly, year-end reporting) and reports quarterly
statements to financial institution with supporting documentation
- Reviews and performs analytics of company-wide profit & loss statements
- Responsible for maintaining all balance sheet accounts and supporting reports
- Prepares journal entries as needed
- Completes all bank account reconciliations
- Files monthly sales tax returns
- Works with Operations dept to review & adjust monthly inventories
- Maintains asset list & all related monthly entries (disposals, retired, etc)
- Responsible for daily cash flow planning and reporting
- Successfully restructured the accounting department and processes necessary to report financial activity to
upper management & CPA firm
- Processes all accounts payable and accounts receivable
- Performs banking/treasury functions
PF Changs China Bistro, Inc./Pei Wei Asian Diner
Scottsdale, AZ
9/2006 — 11/2007
Internal Auditor
- Performed testing of multiple controls within the organization to comply with Sarbanes-Oxley Act
- Identified control weaknesses and assisted in working with department heads in remediation of control
deficiencies
- Assisted with documentation of new processes and improvements
- Assisted external auditors with testing of controls during quarterly and annual audits
- Organized internal audit work papers
- Assisted with performance and completion of risk assessments

2. - Managed schedule to ensure all testing plans were executed by assigned deadlines
- Coordinated with other departments to ensure timely assistance with delivery of testing documents
- Performed special internal audit projects
- Supported field Partners & Restaurant Managers with store audit procedures
PF Changs China Bistro, Inc./Pei Wei Asian Diner
Scottsdale, AZ
1/2004 — 9/2006
New Unit Accountant – Pei Wei Asian Diner
- Point person for all financial reporting related to unopened restaurants
- Met strict deadlines to provide complete, accurate and timely financial statements for all unopened restaurants
from initial pre-opening phase through first full month of operation
- Prepared sales tax returns for all new stores during first month of operation
- Prepared adjusting journal entries as needed
- Worked independently to create financial reporting process for 14 Texas Liquor entities for PF Changs China
Bistro & Pei Wei Asian Diner
- Maintained Access database for action items for all unopened restaurants
- Supported markets by communicating with Operations & other departments to resolve outstanding issues
- Responsible for reporting all monthly financial activity to department managers, Restaurant Operating
Managers, and Restaurant Partners.
PF Changs China Bistro, Inc./Pei Wei Asian Diner
Scottsdale, AZ
11/2003 — 1/2004
Financial Accountant
- Responsible for the accurate and timely preparation of several company-wide financial statements and account
analyses
- Reviewed and analyzed various company-wide profit & loss Statements
- Reviewed, audited, and analyzed balance sheet accounts
- Prepared adjusting journal entries as needed
- Audited and reviewed monthly inventories
- Analyzed & and reported monthly cost of sales fluctuations
- Executed and followed procedure and policies as outlined in GAAP accounting as well as Sarbanes-Oxley
- Completed monthly sales tax returns for Tax Dept
- Provided Operations and Development Partners with the ongoing of financial information as well as benefited
input on financials and procedure compliances
- Maintained excellent communications within the organization. Provided support to the Operations team
which included, but was not limited to, vendor related issues, property and leasing, and store facilities issues
- Responsible for reporting all monthly financial activity to department managers, Restaurant Operating
Managers, and Restaurant Partners.
Marcolin USA, Inc.
Scottsdale, AZ
3/2001 — 10/2003
Staff Accountant
- Responsible for annual audit research for direct reporting to outside CPA firm
- Successfully aided in integration process of merging two multi-million dollar companies. Process included
meeting deadlines to produce combined financial statements.
- Aided Controller in preparation of financial statements
- Prepared adjusting journal entries as needed.
- Prepared supporting schedules for financial statements.

3. - Maintained assets in Asset Keeper to report monthly depreciation expense.
- P&L analysis performed for actual vs. budgeted expenses by department.
- Performed balance sheet analysis for several accounts.
- Coordinator for Accounts Payable department.
- Courier for daily bank deposits.
Joy Christian Preschool
Glendale, AZ
8/1998-2/2001
Bookkeeper part-time
- Managed billing process for preschool families
- Set up billing criteria for approx. 450 families
- Performed monthly adjustments to accounts as needed
- Managed preschool accounts receivables/payables
- Assisted in preparation of payroll
- Tracked employee paid time off
- Responsible for employee reimbursements
EDUCATION AND TRAINING
- 1998: Ironwood High School, Glendale, AZ
- 2001: Bachelor’s in Accounting from DeVry University, Phoenix AZ
- Successfully completed Crestcom Bulletproof Management 12 month training course