Lori Charlebois

Lori Charlebois has over 30 years of public accounting experience, specializing in audits of financial institutions, mortgage banking, and broker dealers with emphasis in internal controls of all industries. A majority of Lori’s public accounting career has been in the financial institution industry, serving banks from $5 million to $60 billion in assets, including SEC and non-SEC banks.

However, her main focus is on community banks and servicing their regulatory, reporting, credit and capital needs as they grow organically or through acquisitions. She has significant experience with internal audit (SOx 404 and FDICIA), risk, SEC reporting, audit and assurance services, , de novo financial institutions and mergers and acquisitions.

She is responsible for managing full scope and co-sourced internal audit and Sarbanes-Oxley Section 404 engagements. Her clients have ranged in size from de-novo to multi-billion dollar financial institutions. She is primarily responsible for annual engagement planning, client communications, and overall technical and quality assurance for engagements.

She works closely with the engagement team on final client deliverables, as well as Audit Committee communications and deliverables.