Joan Stoneking

Joan Stoneking Email and Phone Number

Business Optimizer | Buy, Grow, Sell | Finance | Accounting | System & Process Nerd | Curious | Vibrant @ Julota
colorado springs, colorado, united states
Joan Stoneking's Location
Denver Metropolitan Area, United States
About Joan Stoneking

I’m a Business Optimizer with deep expertise in all aspects of accounting, finance, and administration. I help small & medium size business owners develop their financial knowledge, bringing disciplined financial management into their business in accessible, manageable ways. I enable clarity and insight about the financial condition of your business so you understand your numbers, results, and what’s possible now and in the future. As a result of working with me, you’ll have a clear strategy, an actionable roadmap, and well-designed processes, systems, and controls so you know the health of your business at any given time. Additionally, I help private equity investors by adding real-world work experience to buy/sell processes. I add insight to your acquisition due diligence because I know what to look for to make sure you’re aware of potential challenges once you take over. I strengthen the sale process for your portfolio company by helping them get ready to sell and working alongside them through the process. The time I spent working for portfolio companies means I know what it’s like to be in a process and run the business at the same time. Over my career, I’ve helped grow, buy, and sell companies while working with investors, lenders, and employees at all levels of the places I’ve been. My favorite kind of people are passionate about what they do and the value that they bring to those they serve. My favorite question is “Why?” and I am relentless in seeking answers.

Joan Stoneking's Current Company Details
Julota

Julota

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Business Optimizer | Buy, Grow, Sell | Finance | Accounting | System & Process Nerd | Curious | Vibrant
colorado springs, colorado, united states
Website:
julota.com
Employees:
6
Joan Stoneking Work Experience Details
  • Stoneking Advisors, Llc
    Business Optimizer
    Stoneking Advisors, Llc Oct 2019 - Present
  • Julota
    Cfo
    Julota Mar 2021 - Present
    Centennial, Colorado, United States
  • American Business Advisors
    Business Advisor
    American Business Advisors Sep 2020 - Present
    Denver Metropolitan Area
  • Reward Gateway
    Group Svp Finance & Controller
    Reward Gateway Oct 2016 - Jan 2019
    Responsible for all aspects of financial accounting, reporting, and payroll for an HR-oriented SaaS company backed by private equity and headquartered in London, with 400 employees working from offices in five countries. Reported to the CEO and worked closely with other members of senior management to craft strategies for company growth, company management, and product offerings.
  • Latisys
    Vice President & Controller
    Latisys Dec 2007 - Mar 2015
    Responsible for all aspects of financial accounting and administration for a private equity funded colocation and managed services company which grew to $125M in revenue, with 220 employees among eight facilities in four states. Worked closely with the CFO and other members of senior management, along with private equity investors, to grow the company organically and through acquisitions. Company was sold for $675 million in a strategic sale to Zayo.
  • Data393
    Controller
    Data393 Feb 2004 - Dec 2007
    Responsible for all aspects of financial accounting, human resources, and administration for a colocation and managed services facility. Worked closely with the CEO and other members of senior management to grow the company and ultimately prepare it for sale to a private equity investment group at the end of 2007. Retained to continue company growth with Latisys.
  • Joan M. Stoneking, Cpa
    Consultant
    Joan M. Stoneking, Cpa 1999 - 2004
    Worked in short-term contract accounting positions to keep skills current. Clients ranged from multi-million dollar corporations to one-person businesses.
  • New Era Of Networks
    Interim Project Accountant
    New Era Of Networks Jan 1998 - May 1999
    Responsible for assisting the Controller and Accounting Manager on an interim basis to manage a department of seven for an enterprise application integration software developer.
  • Sigmacom Corporation
    Controller
    Sigmacom Corporation Sep 1996 - Dec 1997
    Responsible for all facets of accounting for a systems integrator/software developer. Worked closely with fellow members of management to decide strategy for the company. Together, we created and marketed a comprehensive formal business plan, which resulted in the sale of the majority of the company.
  • Buyer'S Resource
    Controller
    Buyer'S Resource Jun 1992 - Sep 1996
    Responsible for all facets of accounting for a franchisor of exclusive buyer brokerage real estate offices, including cash management, accounts receivable from franchisees, and trade accounts payable. Reported directly to the President and worked closely with the representative of the company’s funding source.
  • Cw Electronics
    Assistant Controller
    Cw Electronics May 1991 - Jun 1992
    Reported directly to the CFO. Prepared monthly financial statements for review by the President and CFO, coordinating with the accounting department staff to generate accurate and timely financial information. Provided daily and monthly reporting to the bank regarding sales, collections, and inventory balances.
  • Homefree Village Resorts
    Accounting Manager
    Homefree Village Resorts Apr 1990 - May 1991
    Managed general ledgers for 23 related entities. Reviewed monthly financial statements and coordinated with all accounting department personnel and property managers to achieve timely month-end closings.
  • Kpmg
    Staff Accountant
    Kpmg Sep 1988 - Apr 1990
    Planned, supervised, and conducted audits of various small and medium-sized clients, including technology, manufacturing, and not-for-profit companies.

Joan Stoneking Skills

Professional Services Cpa Start Ups Gaap Internal Controls Consulting Process Improvement Consolidation Financial Reporting Risk Management Frx Data Center Auditing Accounts Receivable Cash Management Management Cloud Computing Saas Sarbanes Oxley Act Accounting General Ledger Accounts Payable Strategy Financial Statements Finance Internal Audit Due Diligence Business Process Improvement

Joan Stoneking Education Details

Frequently Asked Questions about Joan Stoneking

What company does Joan Stoneking work for?

Joan Stoneking works for Julota

What is Joan Stoneking's role at the current company?

Joan Stoneking's current role is Business Optimizer | Buy, Grow, Sell | Finance | Accounting | System & Process Nerd | Curious | Vibrant.

What is Joan Stoneking's email address?

Joan Stoneking's email address is js****@****ors.com

What is Joan Stoneking's direct phone number?

Joan Stoneking's direct phone number is +130352*****

What schools did Joan Stoneking attend?

Joan Stoneking attended University Of Wyoming.

What skills is Joan Stoneking known for?

Joan Stoneking has skills like Professional Services, Cpa, Start Ups, Gaap, Internal Controls, Consulting, Process Improvement, Consolidation, Financial Reporting, Risk Management, Frx, Data Center.

Who are Joan Stoneking's colleagues?

Joan Stoneking's colleagues are Michael Schaedel, Cathy Kneuer, Jean Lilo, Chloe Warren, Shannon Daly, Noah Weinberg, Mallory King.

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