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Carla LovelessSenior Business Advisor
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Based in Memphis, Carla works with clients in West Tennessee.
Accounting
Financial Statements
About
Experienced business professional with successful career as corporate controller in the financial services industry, and audit manager in the healthcare industry with an on-going commitment to providing valuable support. Resourceful ability to solve problems, assess situational needs and focus on long-range goals and objectives.
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Professional Experience
Senior Business Advisor
Provide hands-on business consulting related to small business management, business operations, profit goal-reaching, accounting, budgeting, financial statements, and human resources/talent acquisition. Provide education services to portfolio businesses and prospective borrowers as well as individuals seeking assistance through Pathway Lending’s Veteran Business Outreach Center or Women’s Business Center.
CPA, Accountant
Provided financial services to small business and individual clients.
Financial Controller
Controller for an executive benefit planning corporation whose clients were banks and bank executives. Oversaw the Accounting, Finance and Human Resource areas. Reviewed Key Performance Indicators to determine the business results, corporate trends, found unprofitable segments, eliminated wasted resources, and implemented changes for better financial outcomes. Prepared and presented annual budget to executive management to aide in long-term planning.
Audit Manager
Planed, organized, staffed, managed and controlled the Medicare Audit Department. Created audit plans to identify risk based on financial analyses & Medicare regulations. Audited accounting and other financial data and records including fixed assets, accounts receivable, revenue & expenses of large hospitals and other healthcare providers. Approved final audit adjustments and presented adjustments to hospital administrators. Consistently scored near 100% on peer audit reviews. Hired, trained and developed staff auditors in auditing best practices, professionalism, communication skills, building relationships and business acumen.
Skills
Financial analysis, accounting, budgeting, forecasting, financial reporting, process improvement, internal controls, GAAP, management, risk assessment, entrepreneurship, relationship building, real estate investing
Software
Salesforce, Microsoft Office (Word, Excel, PowerPoint & Outlook), QuickBooks, Sage Works, Paragon MLS
Education & Certifications

The University of Memphis
Master of Business Administration - MBA, Entrepreneurship and International Business Administration

The University of Memphis
Bachelor's Business Administration, Accounting

State of Tennessee
Certified Public Accountant (CPA)

Real Estate Commission; Tennessee Association of Realtors & National Assoc. of Realtors
Tennessee Real Estate License