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Email Verified Lauren P
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Member since March 11, 2020

C-Level Consultant, Strategist and Success Coach

  • $125.00 - $250.00 / hr
  • US - Oregon
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Lauren Perotti is a CPA and accomplished executive leader with extensive expertise in facilitating change and optimizing performance, particularly for vineyard, real estate, and health care organizations. Her advanced business expertise combined with a Master’s Degree in Psychology gives her a keen understanding of the dynamics of human behavior, systems, and change management.

Particular services include financial reporting, budget development, cash flow projections and forecasting, process improvement, valuation and analysis and strategic direction.

Lauren is a passionate and dynamic professional with a commitment to excellence.

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Experience

Chief Financial Officer

  •  Jaeger Vineyards, LLC
  •  Mar 2005 - Dec 2019

Key financial and strategy advisor to owners of this family-owned vineyard and real estate enterprise.

Assessed existing culture, work processes, communications, and roles/responsibilities to identify core competencies and areas for improvement.

Produced matrices and analyses of vineyard and other real estate properties to assess operating performance and design a methodology for executing company reorganization and eventual significant downsize.

Outlined and managed the successful execution of critical reorganization tasks, resulting in the distribution of ~$60M of the assets (at FMV) to individual partners and newly-formed LLCs.

Worked with owners and joint-venture partner to manage its multi-faceted joint venture development project through entitlement. Planned project includes residential homes, commercial and retail center, hotel site and more.

Prepared financial statements, cash flow projections, budgets, and other operating analyses on an ongoing basis and presented pertinent information to partners and BOD.

Actively cultivated relationships with outside lenders, attorneys, tax CPAs, and others in both the ordinary course of business and company reorganizations and asset sales.

Senior Manager

  •  KPMG Peat Marwick
  •  Jul 1984 - Jun 1996

Nationally recognized leader of this globally renowned Firm providing management consulting, financial assurance and tax-related services to every spectrum of organizations. Focused on driving clients’ performance in the areas of process improvement, financial assurance and analysis, strategic planning for managed care and integrated health delivery systems, and M&A analysis.

Success Consultant, Coach, Author and Speaker

  •  Lauren Perotti Consulting
  •  Jul 1996 - Present

Established a consulting practice serving real estate, health care and nonprofit organizations. Served as CFO, process improver, troubleshooter, and key business consultant. Upon earning a Master’s Degree, also provided transformational and wellness therapy and coaching to individual clients. Developed and faciltated workshops and groups to inspire and teach tools for life transformation.

Education

Master of Arts in Counseling Pyschology

  •  California Institue of Integral Studies
  •  Sep 1999 - May 2002

Bachelor of Science in Accountancy

  •  University of Illinois at Urbana-Champaign
  •  Aug 1980 - May 1984
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