Cortney Steinbacher, Msa, Cpa Email & Phone Number

Boston, Ma, Us

Williamsport, Pennsylvania, United States

• Elevate financial management practices for small to medium-sized estate and elder-focused law firms, enhancing accounting policies and procedures to drive efficiency and profitability. • Analyze financial statements and cash flows to pinpoint cost-saving opportunities, advising law firms on strategies to enhance cost-effectiveness without sacrificing quality. • Lead the integration of advanced technology platforms within elder law firms' accounting departments, modernizing financial operations and increasing data accuracy and accessibility. • Organize financial analysis and modeling initiatives, refining budgeting processes and achieving a notable improvement in cost efficiency across client firms. • Provide high-level financial oversight and guidance for multiple law firms, which directly contributes to attaining their short-term and long-term financial objectives. • Develop and implement comprehensive financial forecasts and cash flow projections, significantly enhancing client firms' strategic planning, decision-making capabilities, and risk management approaches. • Facilitate collaboration among cross-functional client teams to streamline financial operations and establish KPIs that significantly improve overall business performance and efficiency.

Williamsport, Pennsylvania, United States

• Spearheaded the firm's fraud management initiatives, implementing comprehensive monitoring systems across various transaction types to identify and mitigate potential fraud, abuse, or risk payments. • Optimized the firm’s capital management strategy, ensuring operational continuity and financial stability by effectively managing resources to cover maturing short-term debts and future operational expenses. • Revolutionized the firm’s financial reporting and forecasting processes, developing and introducing sophisticated reporting tools and methodologies for the leadership team. This initiative enhanced decision-making capabilities and led to an increase in operational efficiency through better financial planning and resource allocation. • Implemented a dynamic financial analysis model to support strategic planning. This enabled the firm to identify key growth areas and allocate resources more effectively, which directly contributed to year-over-year revenue growth. • Developed a risk assessment framework that quantified potential financial impacts under various scenarios, significantly improving the firm's resilience to market fluctuations and unforeseen events and ensuring a consistent approach to risk management.

Williamsport, Pennsylvania, United States

• Pioneered the adoption of financial policies and technologies, leading the transition to a completely paperless environment across multiple firm locations. This initiative streamlined processes, reduced operational costs, and enhanced data security and accessibility. • Managed bi-weekly payroll operations, integrating efficient payroll software and practices. This role extended to active participation in HR functions, improving payroll accuracy and employee satisfaction while reducing processing errors. • Oversaw the processing of bi-weekly check runs, implementing stringent controls and reconciliation processes that minimized errors and ensured timely payments to vendors and suppliers. • Developed and enforced rigorous financial controls and compliance measures, significantly enhancing the firm's financial integrity and reducing audit findings. • Initiated and directed a cost reduction program, identifying and eliminating inefficiencies in the firm’s operational expenses without compromising service quality.

Boston, Massachusetts, United States

• Led and mentored audit teams, enhancing their proficiency in substantive audit procedures through comprehensive training programs. This leadership directly contributed to an increase in audit efficiency and a decrease in audit errors and discrepancies. • Conducted thorough risk assessments and evaluations of clients' internal control structures, identifying key areas for improvement that led to an enhancement in clients’ financial and operational risk management strategies. • Developed deep insights into clients' business models, industries, and specific challenges, tailoring audit approaches to meet their unique needs. This personalized service approach resulted in a high client satisfaction rate and an increase in client retention. • Excelled in understanding and applying industry-specific GAAP and GAAS guidelines, ensuring compliance and mitigating risks of non-conformity. This expertise prevented potential fines and reinforced clients' trust. • Played a pivotal role in the Data Analysis Champion team, spearheading the development and delivery of advanced Excel and IDEA training to new associates. This initiative improved data analysis capabilities firm-wide, leading to an increase in analytical efficiency and accuracy.

Greater Boston Area

• Expertly conducted substantive tests and evaluations of internal controls, identifying and resolving critical accounting and reporting issues. This meticulous approach decreased reporting errors across audited entities. • Led the execution of comprehensive year-end integrated audits and quarterly reviews for public companies, ensuring compliance with regulatory standards and enhancing the accuracy of financial disclosures. This effort contributed to an improvement in audit timelines and a 100% client compliance rate with SEC reporting requirements. • Played a key role in the implementation of ASC 606 (Revenue from Contracts with Customers) for private technology firms, guiding them through the complexities of revenue recognition standards. This support facilitated seamless transitions for clients, increasing their revenue reporting accuracy. • Developed and refined audit methodologies and tools, streamlining audit processes and improving efficiency while maintaining high standards of audit quality and reliability. • Collaborated closely with clients to provide tailored accounting solutions, enhancing their financial reporting processes and operational efficiency.

Marlborough, Massachusetts, United States

• Leveraged advanced exception reporting and enterprise video analysis techniques to meticulously scrutinize store data, successfully identifying critical patterns, trends, and exceptions. This strategic approach led to the initiation of numerous cases, effectively reducing internal and external fraud across the company. • Fostered a strong collaborative environment with field staff, providing essential support and insights that validated fraudulent activities and expedited case resolutions. This teamwork enhanced the efficiency of fraud investigations, resulting in a quicker case closure rate and significantly improving store security and loss prevention efforts.

Williamsport, Pennsylvania, United States

• Innovated and implemented a streamlined bookkeeping system, significantly enhancing the efficiency and accuracy of financial recording and reporting processes. This innovation led to a reduction in processing time for monthly financial closures and improved data accuracy. •Expertly managed sales revenue and vendor relations, ensuring timely and accurate accounts payable and receivable management. This oversight improved cash flow management and strengthened vendor partnerships through enhanced payment efficiency. •Designed and conducted informative presentations on the significance of robust processes and internal controls for clients, effectively raising awareness and understanding of financial integrity within their operations. This initiative led to increased client engagement and satisfaction, as evidenced by positive feedback and increased retention rates.

Williamsport, Pennsylvania Area

Williamsport, Pennsylvania, United States

• Optimized supply chain management, adeptly tracking and managing supply expenses and implementing strategic ordering practices to purchase products in the most cost-effective manner. This approach reduced office supply costs annually while maintaining quality and operational efficiency. • Led the digital transformation of record-keeping, converting hard copy forms to digital formats, streamlining the process of organizing, archiving, and securing the disposal of confidential documents according to compliance regulations. This initiative enhanced document retrieval times and significantly reduced physical storage costs. • Provided critical support in financial administration, assisting the bookkeeper with daily financial tasks, including invoicing, payroll processing, and reconciliation activities. This collaboration improved the accuracy and timeliness of financial reporting. • Played a pivotal role in enhancing office efficiency by automating routine administrative tasks, which allowed the legal team to redirect their focus toward client-related activities, thereby increasing billable hours.

Boston, Ma

• Contributed to the execution of comprehensive audit procedures for two high-profile IPOs, playing a key role in the meticulous review and verification of financial statements to ensure accuracy and compliance with regulatory standards. • Engaged in rigorous analysis of audit evidence, crafting detailed reports, and actively participating in discussions with the audit team to assess findings and strategize on audit approaches. Demonstrated exceptional interpersonal skills through effective communication with client personnel, contributing to a seamless audit process and fostering strong client relationships.

Master Of Science - Ms, Accounting

While studying for my Master's Degree in Accounting at Northeastern University's D'Amore-McKim School of Business, I enhanced my knowledge.

Bachelor Of Science - Bs, Accounting And Business/Management

Activities and Societies: Studied Abroad at ESIC Business and Marketing School in Seville, Spain, and at Swinburne University.