Lori Charlebois
Partner CPA
Tysons, VA

Lori has more than 28 years of public accounting experience, focusing on audits of financial institutions and mortgage banks with an emphasis in internal controls of all industries. A majority of Lori’s public accounting career has been in the financial institution industry. She serves clients which include both private and publicly traded entities, including financial institutions, mortgage banks, broker-dealers and registered investment advisory companies. She is experienced in the completion of quarterly and annual SEC filings, mergers and acquisitions, stock registration statements, Sarbanes-Oxley compliance, internal control documentation, employee benefit plans, SSAE 18 reporting, agreed-upon procedures, internal audit engagements and other special engagements.

In addition to her responsibilities as an external audit partner, Lori specializes in internal audits including overseeing the delivery of internal audit, BSA and ACH compliance audit, Sarbanes-Oxley and FDICIA services to community banks.

Before joining DHG, Lori worked with a Big Four and national accounting firm in their SEC banking practices. Lori developed hands-on working experience with a top public bank in the Accounting Policy department focusing on mortgage banking and mergers and acquisitions. Additionally, Lori has served as a presenter at both internal and external seminars.

Professional Organizations
  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • Maryland Banker's Association
  • Institute of Internal Auditors
Education
  • Bachelors, Business Administration
    University of Iowa
Industry Focus
  • Broker-Dealers & Registered Investment Advisors
  • Financial Services
  • Mortgage Companies
  • Regional and Community Financial Institutions
Service Areas
  • Internal Audit & Compliance
  • Mergers & Acquisitions
  • Risk Advisory
  • SEC Services
  • Assurance
  • Audit, Reviews & Compilations
  • Goodman Leadership Academy 2010
Licenses
  • Certified Public Accountant - MD - 33144
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