Lozelle Mathai, MBA, CFEI

Lozelle Mathai, MBA, CFEI is the founder of The Body of Accounting and Closing Your Books LLC.

She is a holder of 2 Accounting degrees, MBA , Certified Financial Education Instructor and is currently studying for her CPA.

Lozelle’s mission to pick up where the health and wellness education may have left out in the subject of financial management. She would like clients to experience the “Ah-Ah moment”, as they begin to understand all the elements of their accounting and bookkeeping cycle and reality of controlling their business finances.

Prior to opening, Closing Your Books LLC and Body of Accounting, Lozelle worked in Finance and Accounting in various capacities for over 18 years. This included dealing with month and year end closing procedures, payroll processing, as well as budget and forecast planning and financial analysis

During her tenure she worked for a number of Fortune 500 public companies. Companies such as Estee Lauder, Coach, PVH Corp and LVMH Moet Hennessy LouisVuitton SE.

She also worked as a billing manager, responsible for 15 providers within 3 locations and a billing and coding staff of 10.

Lozelle Mathai

Her goal is to the take what she learned from these successful organizations and applied them to the health and wellness industry.

She always says, Why could the big boys have all the fun?

The health and wellness industry has always been an intricate element in Lozelle’s life. She depends on each section of the industry to not only keep her healthy but also to provide balance in her busy life. Each profession holds a special place in her heart, and she is determined to make sure business owners of these professions are financially educated, can handle their finances and are financially health to stay in business so they can help others as they have and continue to help her.

When Lozelle is not working,you can find her belly dancing, going to Crossfit, enjoying a massage, watching The Golden Girls, Doc McStuffins and spending time with her 3 superheroes.

Education

MBA Degree

International Business Long Island University

Bachelor of Science Degree

Accounting Hunter College

Associate Degree

Accounting/Business Management – Berkley College

DESIGNATION: Currently studying for the CPA exam

Certification

Certification in Human Resource Management
Certification as a Financial Educator Instructor
Freshbooks Cloud Accounting Advisor
Wave Advisor
Zoho Books Advisor

Experience

Adjunct Business Professor
Worked in Finance and Accounting in various capacities for over 18 years for a number of Fortune 500 companies
Specialize in financial management/reporting, managerial accounting, organizing and interpreting of financial data, monitoring cash flow, profit/loss and budget generation and analysis, and predicting future trends.
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