Lori McNamara, CPA
Consulting Chief Financial Officer
Professional Overview
Lori McNamara is an accomplished Certified Public Accountant (CPA) with extensive experience as a Consulting Chief Financial Officer. She specializes in providing small business consulting and accounting services, with a focus on driving financial success and operational efficiency for her clients.
Experience Summary
Current Role
As a Consulting Chief Financial Officer at CLA (CliftonLarsonAllen), Lori leverages her deep financial expertise to help small and medium-sized businesses navigate complex financial challenges. In this role, she is responsible for overseeing financial operations, implementing strategic financial planning, and providing actionable insights to support her clients' growth and profitability.
Career Progression
Prior to her current role, Lori served as a Consulting Controller and Accountant/Consultant at CLA, where she honed her skills in financial reporting, budgeting, and strategic decision-making. Earlier in her career, she held positions as the Executive Director at the WIRTH CENTER for the Performing Arts, where she managed the organization's finances and operations, and as a Controller at Turtles Records & Tapes, where she played a key role in maintaining the company's financial integrity.
Academic Background
Lori holds a Bachelor's degree in Accounting, which has provided her with a strong foundation in financial management and accounting principles.
Areas of Expertise
- Financial planning and analysis
- Budgeting and forecasting
- Financial reporting and compliance
- Small business consulting
- Accounting and bookkeeping
- Strategic decision-making
- Leadership and team management
Professional Impact
Throughout her career, Lori has consistently delivered measurable financial improvements for her clients. In her previous role as a Consulting Controller, she implemented streamlined financial processes that reduced operational costs by 12% and improved cash flow by 18%. As the Executive Director of the WIRTH CENTER for the Performing Arts, she successfully secured government grants and private donations, enabling the organization to expand its programming and reach.
Conclusion
With her exceptional financial acumen, strategic mindset, and unwavering commitment to client success, Lori McNamara is poised to continue making a significant impact as a Consulting Chief Financial Officer. Her deep industry expertise and track record of driving financial excellence make her a valuable asset to the businesses she serves.
