Lori Boulard, CFA

Current

• Operations Finance (Contracted) at Johnson & Johnson

Past

• Manager, Capital Mgmt. at Toys R Us
• Sr. Analyst, Performance Management at British Petroleum
• Investment Analyst at Prudential Financial

• Performance Analyst at Collins Associates
• Financial Institutions Asst. Examiner at FDIC

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Education

• Chapman University, The George L. Argyros School of Business and Economics

Recommended

3 people have recommended Lori

Connections

79 connections

Industry

Financial Services

Lori Boulard, CFA’s Summary

CFA with passion for understanding businesses and their key performance drivers. Financial management experience spans broad industry range including consumer products, medical, energy and financial services. Proven performer with a positive attitude and measurable results.

Lori Boulard, CFA’s Specialties:

Performance analysis, capital management, financial modeling, cash flow/NPV/IRR, strategic planning, P&L optimization, budgets and forecasting, benchmarking, cross-functional team leadership, creative problem-solving.

Lori Boulard, CFA’s Experience

• Operations Finance (Contracted)

  Johnson & Johnson

  (Public Company; JNJ; Pharmaceuticals industry)

  June 2009 — Present (6 months)

  Manage reporting/analysis of affiliate gross profit; hedging activities; set and manage intercompany prices; forecasts, budgets and related performance modeling.

• Manager, Capital Mgmt.

  Toys R Us

  (Public Company; 10,001 or more employees; TOY; Retail industry)

  November 2005 — April 2008 (2 years 6 months)

• Sr. Analyst, Performance Management

  British Petroleum

  (Public Company; BP; Oil & Energy industry)

  1998 — 2005 (7 years )

• Investment Analyst

  Prudential Financial

  (Public Company; 10,001 or more employees; PRU; Financial Services industry)

  May 1994 — December 1998 (4 years 8 months)

• Performance Analyst

  Collins Associates

  (Privately Held; 11-50 employees; Investment Management industry)

  May 1994 — January 1995 (9 months)

• Financial Institutions Asst. Examiner

  FDIC

  (Government Agency; 1001-5000 employees; Banking industry)

  July 1991 — April 1994 (2 years 10 months)

Lori Boulard, CFA’s Education

• Chapman University, The George L. Argyros School of Business and Economics

  1988 — 1991

Additional Information

Lori Boulard, CFA’s Groups:

•    OCEAN - Orange County Executives And Networkers
•    Chartered Financial Analyst (CFA) Professional Network
•    George L. Argyros School of Business and Economics, Chapman University
•    Finance & Accounting Professionals
•    Finance Industry Professionals Worldwide
•    Chapman University Alumni
•    Toys"R"Us/Babies"R"Us Alumni
•    BP PLC
•    CFAOC - CFA Society of Orange County
•    FDIC Alumni Network
•    Linked Orange County California

Lori Boulard, CFA’s Honors:

Above and Beyond recognition - BP
FDIC Chairman's Sustained Superior Performance award
Extraordinary Demands recognition - Prudential

Lori Boulard, CFA’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• reference requests
• getting back in touch