Lori McKinney Named Winner of SDBJ’s CFO of the Year, Small Privately Held Company Category

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As featured in San Diego Business Journal’s 11th Annual Salute to the Region’s Top CFOs print edition, March 27th, 2017:

Lori McKinney has been the CFO of commercial real estate brokerage firm McKinney Advisory Group since its inception in 2010.

She has more than 30 years of experience in understanding and maximizing finances in investments of real estate and portfolio management. She assists investors and owner-users in managing expenses, budgeting, and forecasts; as well as strategic remodel for maximum value-add in real estate investments. Additionally, she prepares all tax and other financial documents for investors.

2016 was another fast-paced year of growth. Lori led McKinney’s revenue source diversification efforts through ramping up property management services through McKinney Advisory Group. Now offering residential property management services, McKinney’s property management transactions have increased by 7% since 2014.

McKinney also oversaw the launch of several more efficient technologies. She implemented software for employees to monitor their benefits and manage their time along with a platform across the company to track and manage revenue sources. She also oversaw installation of a full-service 24/7 IT platform, which has added efficiency to the team.

To continually foster a “family” like environment with the team, McKinney encourages staff outings. All employees and clients have access to the company’s Padres season tickets. McKinney also is widely recognized as a purpose-driven philanthropic leader of the San Diego community. In December 2016, McKinney Advisory Group held its 5th Annual Charity Event. Guests are invited to “give McKinney Advisory Group’s money away,” each receiving a $100 voucher to give to one of the featured charities. Last year’s event garnered more than $17,000 that was donated to select nonprofits including the Helen Woodward Animal Center. McKinney is also a dedicated volunteer and continues to serve as an “Official Cuddler” at UC San Diego’s Hillcrest hospital’s neonatal intensive care unit.