Alan Stephan Email & Phone Number

Boston, Massachusetts, US

Agoura Hills, CA, US

Agoura Hills, CA, US

 Identified and proposed 25% in cost reductions to achieve profitability. Worked with executive team to implement cost reductions and execute on go forward plan Helped drive a deal cycle in line with the company’s exit strategy Renegotiated credit facility, to ensure ongoing covenant compliance and greater flexibility for future growth Implemented.

Boston, MA, US

 Developed and implemented P&L reporting in FRX for review with department heads Implemented monthly close process with measurable deliverables for accounting team Worked with management team to develop annual budget and forecasting Drove corporate cost savings initiates for Vantage which included the implementation of an online purchase order system.

Boston, Massachusetts, US

 Executed consolidated close in accordance with GAAP for parent and two foreign subsidiaries Managed U.S. revenue in accordance with SOP 97-2 Prepared monthly financial statements for review of budget to actual analysis with management Responsible for external reporting of sales & use tax, 1099 reporting, property taxes, etc. Prepared and managed.

US

- Managed month end close process for both U.S. & foreign subsidiaries- Reviewed international reporting monthly and uploaded to general ledger- Implemented purchase order process in order to help control expenses- Prepared monthly financial statements and reviewed budget to actuals with management- Improved monthly reporting package enabling better.

CA

• Implemented Softrax Operations which replaced Great Plains as our billing and revenue recognition system enabling Watchfire to produce more detailed reports on billing and revenue
• Setup and managed relationships with foreign subsidiaries to ensure an efficient process and accurate monthly reporting
• Coordinated and managed annual audit – act as primary interface to auditors
• Improved the way Watchfire tracks and records percent complete professional services projects using Softrax
• Prepared monthly financial reports and reviewed results with departmental managers
• Managed monthly cash requirements for five subsidiaries

CA

Burlington, MA, US

 Reviewed monthly billings for any issues with SOP 97-2 Reviewed and posted revenue for 150 projects for both fixed price and T&M’s on a monthly basis

 Processed both accounts payable and accounts receivable Completed balance sheet account reconciliations for monthly close Main point person on install base data transfer team