Amy Stephan Email & Phone Number

Los Angeles, California, Us

Denver, Colorado, Us

Denver, Colorado, Us

•Provide/Assist with analysis and variance key driver notes, including SKU sales mix analyses•Build, manipulate, maintain, and distribute repeatable, accurate, and easy to use MS Excel based reporting, tools, and templates for: o Monthly internal financial reporting o Creation and consolidation of quarterly forecasts o Monthly and Forecast internal financial templates for the international teams along with training, as needed o SKU sales mix analyses o Ad hoc requests, for example: -Built an MS Excel tool for the HR team that simplifies the forecasting process, increases accuracy of forecasts with a bottom-up approach, and assists managers with bonus and salary related decisions -Built an MS Excel tool for the Marketing team that tracks actual project costs against the financial forecast and the more frequently updated marketing forecast. -Provide suggestions and support on MS Excel as needed to co-workers throughout the company•Work with IT team to build/update automated reporting•MS Excel skills include: Power Pivot, Power Query, Tables, Pivot Tables, some Macros, and a variety of formulas (i.e. VLOOKUP, SUMIFS, OFFSET, date related formulas, etc).

Santa Monica, Us

Denver, Colorado, Us

*Coordinate with the operations department to ensure accuracy of item set-up/maintenance, item costs, item BOMs, the GL, and Inventory reports. *Create analysis of items & brands by sales, COGS, and raw gross margin. *Analyze sales by item, customer, division, sales person, sales manager, etc. *Monitor and update the inventory reserve for exposure to losses due to old packaging, finished goods, or raw materials.*Assist with budget creation and comparison to actual activity.*Maintain Fixed Assets System: record, depreciate, dispose, file property taxes.*Reconcile the GL to the bank statement daily.*Make journal entries for payroll.*Provide back-up and assistance with training to cash receipts position.*Provide a variety of reports and reconciliations as scheduled and/or as requested.

Denver, Colorado, Us

*Perform Cash Application function in A/R.*Maintain A/R files.*Maintain Fixed Assets System: record, depreciate, dispose, file property taxes.*Make journal entries for payroll.*Provide a variety of reports and reconciliations as scheduled and/or as requested.

Us

*Created comprehensive training materials for training the Project Management department at McClain Finlon Advertising.*Own semi-monthly billing process for assigned clients. *Responsible for all documentation of processes and procedures for the Billing Department.*Assist with implementation and testing of an online Billing System.*Train Project Management Department in billing & estimate processes and procedures.*Act as a point of contact for agency billing questions.*Ensure agency and client agreed to procedures are followed.*Audit and approve all client approved estimates.*Enter checks received into general ledger.*Set up all new vendors in Creative Manager Pro (the accounting system) and maintain vendor files.*Create the weekly Cash Report and Accounts Receivable Reports reviewed by management and used to collect on past due invoices from B2B clients.*Complete miscellaneous projects as assigned.

*Documented procedures for my responsibilities within the Accounting Department at HomeSmart and continually coordinated the more comprehensive documentation of my co-workers’ procedures within the accounting department.*Managed to keep collections accounts less than 1% of revenue at HomeSmart from Xcel Energy.*Determine and report gross profit margins on equipment sales and earnings before interest and taxes of each of four product lines.*Create and update reports as requested.*Auditing, recording, and transmitting time worked by HomeSmart Employees.*Process service orders and incoming payments.*Provide guidance to contractors concerning HomeSmart paperwork policies.*Administer accounts receivable and collections.*Perform various internal auditing procedures.*Provide professional writing guidance and editing to a variety of people in the company and for a variety of purposes.*Assist with marketing projects (i.e. creating advertisement messages and coupons).

*Was promoted to A/R Lead at Meteor Marketing in about a year of being hired as an entry-level A/R Clerk.*Wrote a comprehensive A/R manual for Meteor Marketing.*Process payments daily.*Train new employees and branch employees, as well as, offer guidance and mentorship to branch employees pertaining to accounts receivable and collections procedures.*Create and update reports as requested.*Handle human resource and payroll responsibilities until a new HR Coordinator was hired.

Mba, Accounting

Ba, Psychology