Lori Potts

Background

About Lori Potts

Dynamic and results-driven operations leader with expertise in team management, financial oversight, and regulatory compliance across technical service and branch operations. Proven track record of optimizing processes, rebuilding high-performing teams, and driving profitability through strategic expense control and efficient resource allocation. Skilled in fostering collaboration and achieving consistent operational excellence across diverse business functions. Managed both field service technicians and in-house team members ensuring the smooth coordination between on-site and office-based teams. Coordinate the schedules of both field technicians and in-house support staff. Ensure that the right personnel are assigned to the right tasks at the right times to maximize efficiency and meet customer needs. Inventory Management; Tracking Inventory Levels: Monitor and record inventory quantities to ensure the company has sufficient stock levels to meet demand without overstocking. Stock Movement: Oversee the physical movement of inventory, ensuring that items are correctly received, stored, and shipped. Inventory Reconciliation: Regularly reconcile physical inventory with recorded amounts in the accounting system. Record Transactions: Ensure that all inventory transactions (purchases, sales, returns, etc.) are accurately recorded in the financial system. Budgeting and Forecasting: Work with other departments to forecast inventory needs, manage the budget, and ensure inventory is purchased cost-effectively.