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Andrea Gepner Email & Phone Number

Financial services designed to help you build a better business | Cash Flow and Profit Strategist at Simply Tax Compliant
Location: Allen, Texas, United States 5 work roles 1 school
1 work email found @accountablecfo.com 4 phones found area 469, 901, and 972 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email a****@accountablecfo.com
Direct phone (469) ***-****
LinkedIn Profile matched
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Current company
Role
Financial services designed to help you build a better business | Cash Flow and Profit Strategist
Location
Allen, Texas, United States

Who is Andrea Gepner? Overview

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Quick answer

Andrea Gepner is listed as Financial services designed to help you build a better business | Cash Flow and Profit Strategist at Simply Tax Compliant, based in Allen, Texas, United States. AeroLeads shows a work email signal at accountablecfo.com, phone signal with area code 469, 901, 972, and a matched LinkedIn profile for Andrea Gepner.

Andrea Gepner previously worked as Chief Executive Officer at Simply Tax Compliant and Chief Financial Officer at Accountable Cfo, Llc. Andrea Gepner holds Bachelor Of Science Business Administration (B.B.A.), Business Administration And Management, General from University Of Phoenix.

Company email context

Email format at Simply Tax Compliant

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{first_initial}{last}@accountablecfo.com
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AeroLeads found 1 current-domain work email signal for Andrea Gepner. Compare company email patterns before reaching out.

Profile bio

About Andrea Gepner

You're a passionate entrepreneur with big dreamsWhere ever you are in your journey, I bet that you're looking to bring home more money and feel more confident about where your business is going.If this sounds a little like you....*I don't know where to start?*My books are a mess and I'm embarrassed by it*I don't have time* I only need to know my numbers for taxes *I have an accountant I only talk to at tax timeLet me tell you a secret....You're not alone.....Hi I'm Andrea, I love helping small business owner manage their finances so they can build their business their way. For the past 5 years I've helped hundreds of small businesses. * Earn More Profit* Grow to Sell* Give back to your community* Or spend more time with their familyYou don't have to do it alone..... Want to learn how we can help your business? Let's start with a simple call to find out how we can help you meet your goals. https://accountablecfo.com/schedule-an-appointment/

Listed skills include Sdlc, Business Analysis, Process Improvement, Requirements Analysis, and 46 others.

Current workplace

Andrea Gepner's current company

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Simply Tax Compliant
Simply Tax Compliant
Financial services designed to help you build a better business | Cash Flow and Profit Strategist
AeroLeads page
5 roles

Andrea Gepner work experience

A career timeline built from the work history available for this profile.

Chief Executive Officer

Current

Austin, Texas, Us

Introducing Simply Tax Compliant. The ultimate tax organizer for small business. Take the hassle out of remembering deadlines and which form to fill out.

Oct 2021 - Present

Chief Financial Officer

Current

Mckinney, Texas, Us

Focused teams on business objectives and tracked progress to ensure project milestones were completed on time, on budget and with the desired results. Anticipated and managed change effectively in rapidly evolving business environments. Defined processes and tools best suited to each project• Presented to executive leadership key drivers and make recommendations on improvements increasing sales by 30%.• Worked collaboratively with key stakeholders to identify, define, and negotiate project scope, strategy, and outcomes of complex financial and technical projects.• Developed proprietary key performance indicators for financial and technical projects that accurately reflect, cost, productivity and time saved for clients which saved on average 10 to 30% in savings.• Managed product roadmap by keeping an eye on customer wants and experiences and making difficult decisions during the development and increasing customer satisfaction by 20%.• Conducted extensive investigations into small business use cases and requirements, while clearly documenting and communicating the requirements to technical and non-technical stakeholders.• Mitigated project risks by identifying issues early in the project planning process and ensuring there were contingencies and business workaround until the risks could be resolved.• Managed the requirement process through initial customer interviews to eliciting requirements through work sessions. Successfully converted requirements topics to user stories for multiple development teams.• Introduced new features and enhancements that increased system response while reducing the business processes over 30%• Managed backlog using JIRA, to create detailed, actionable, and prioritized epics, features and user stories.• Created cost-benefit analysis and return on investment (ROI) assessments that were used as a basis for decision making on proposed IT implementation projects.

Sep 2016 - Present

Assistant Vice President Project Manager/Business Analysis

New York, Ny, Us

• Became the subject matter expert on various bank deposit services and products including, Checking, time deposits ACH, Check Processing lockbox and online banking and payment services for large commercial business.• Act as the strategic partner between the business community and IT development to resolve business, functional and technical issues related to business applications. • Review opportunities to leverage new technologies and processes in support of a geographically dispersed business units encompassing UK, US and India. • Play a pivotal role in the continual development of SDLC processes and procedures. Engage and collaborate with senior-level decision-makers to design implementation, project and program plans.• Conducted data gathering and analysis to understand business strategy requirements and align requirements saving both time and money with an increase of process of 15%.• Developed and presented businesses cases by conducting feasibility studies for evaluation by key stakeholders.• Monitored testing strategy to streamline processes by creating and approving testing reducing system errors by 35%• Seamlessly moved between agile and waterfall approaches depending on project specifics and client goals, creating detailed project road maps, plans, schedules, and work breakdown structures.

Oct 2011 - Aug 2015

Principal Business Analyst

Us

Resolved development issues for clients by delivering consultation and leveraging expertise to author design specifications, requirement management, and project management for the Enterprise Payment Management Solution from design to implementation. • Acted as a liaison between multiple cross-functional teams from inception to completion of projects using Agile, RAD, and other SDLC procedures. Principle Business Analyst for new concept including, gathering and documenting all requirements from multiple business and technical units.• Coached Business Analysts and ensured business, functional and technical specifications were in line with agile software development procedures were met and archived accordingly.• Worked closely with Product Management, Project Management Sales, and Development and Clients to understand consumer needs and ensure clients' objectives and requirements were met or exceeded. • Defined, and managed all requirements for EPM Cash Letter Manager, EPM Workflow Management, EPM Payments Monitor, and EPM Capture.

May 2008 - Apr 2009

Business Analyst/Project Manager

Washington, Dc, Us

• Analyzed requirements of organization and worked to develop standard operating procedures for new applications and best business practices to achieve total paperless administration within standard guidelines.• Devised policies and prescribed procedures for computer operations including help-desk escalation priorities, command back-up procedures, testing of new equipment and enterprise-wide installations.• Responsible for researching and implementing corporate-wide risk assessment and contingency plan using current business rules and processes to achieve less than 5% business loss due to an emergency action.• Developed and maintained Life-Cycle Management system. Plan included a just-in-time 5-year proposal for the replacement of over $600,000 of IT assets. • Oversee all facets of office automation, systems technical support; directly supervised highly skilled team of 17 technical support engineers increasing customer satisfaction by 35%.• Perform risk assessment to ensure that all systems and networks meet requirements, to identify vulnerabilities, and to develop effective contingency plans and countermeasures.• Monitor all user activities to verify and enforce compliance with security processes and procedures, and to further develop and improve policies and procedures regarding system use, access, and security.• Successfully planned and implemented the merger of two Windows-NT 4.0 domains and one Novell 4.11 server into one Windows-NT 4.0 Domain when three commands merged. Resulted in streamlined assets inventory and maintenance control and overall increased in IT process and procedures, including software license management by 90%.• Senior System administrator of a 17-person team responsible for the support of Windows-NT servers, Exchange 5.5 Enterprise email servers, Internet servers, and 462 clients on two local area networks.

Jan 1992 - Apr 2005
1 education record

Andrea Gepner education

  • University Of Phoenix
    University Of Phoenix
    General
FAQ

Frequently asked questions about Andrea Gepner

Quick answers generated from the profile data available on this page.

What company does Andrea Gepner work for?

Andrea Gepner works for Simply Tax Compliant.

What is Andrea Gepner's role at Simply Tax Compliant?

Andrea Gepner is listed as Financial services designed to help you build a better business | Cash Flow and Profit Strategist at Simply Tax Compliant.

What is Andrea Gepner's email address?

AeroLeads has found 1 work email signal at @accountablecfo.com for Andrea Gepner at Simply Tax Compliant.

What is Andrea Gepner's phone number?

AeroLeads has found 4 phone signal(s) with area code 469, 901, 972 for Andrea Gepner at Simply Tax Compliant.

Where is Andrea Gepner based?

Andrea Gepner is based in Allen, Texas, United States while working with Simply Tax Compliant.

What companies has Andrea Gepner worked for?

Andrea Gepner has worked for Simply Tax Compliant, Accountable Cfo, Llc, Jpmorgan Chase, Metavante Image Solutions, and Us Navy.

How can I contact Andrea Gepner?

You can use AeroLeads to view verified contact signals for Andrea Gepner at Simply Tax Compliant, including work email, phone, and LinkedIn data when available.

What schools did Andrea Gepner attend?

Andrea Gepner holds Bachelor Of Science Business Administration (B.B.A.), Business Administration And Management, General from University Of Phoenix.

What skills is Andrea Gepner known for?

Andrea Gepner is listed with skills including Sdlc, Business Analysis, Process Improvement, Requirements Analysis, Quality Assurance, Business Intelligence, Testing, and Visio.

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