Julio Estela, Cpa

Julio Estela, Cpa Email and Phone Number

Comp & Equity Nerd | Creative Problem Solver | Dot Connector | Girl Dad | Retired CPA @ Lemonade
Julio Estela, Cpa's Location
New York, New York, United States, United States
Julio Estela, Cpa's Contact Details
About Julio Estela, Cpa

I am a CPA, licensed in the State of New York, with 15+ years of experience in both public and private accounting. I hold Bachelor of Science degrees in Accounting and Finance along with a minor in Economics from Ithaca College, Ithaca, New York.In early 2022, I set out on a personal journey that I dubbed my “career halftime” to recharge, reflect and refocus. After spending some real quality time with my family and exploring life outside of an office, I got the itch to start a new chapter in my career. However, I now had a strong conviction to do something very different, beyond accounting, in an area that over time I grew a deep appreciation and passion for (total rewards, equity programs, psychology of money/habits, financial literacy, creative benefits, etc.). After a few months of exploring, I was shocked to see this seemingly perfect open role at Lemonade and became giddy with excitement once the reality settled in of the opportunity to come back to a place where I always felt such warmth from and affinity for...especially after learning that the feeling was mutual. So here I am...open to network and get creative with. Any advice or insights on great data is always appreciated. If you've got comp/equity/benefits figured out, I'd love to buy you a drink and hear more :)

Julio Estela, Cpa's Current Company Details
Lemonade

Lemonade

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Comp & Equity Nerd | Creative Problem Solver | Dot Connector | Girl Dad | Retired CPA
Julio Estela, Cpa Work Experience Details
  • Lemonade
    Director Of People (Infrastructure)
    Lemonade Feb 2023 - Present
    New York, Us
    All things compensation, equity and benefits...
  • Share
    Director/Advisor
    Share Mar 2022 - Present
    Empower everyone to build in Web3.
  • Stout
    Director
    Stout Oct 2022 - Jan 2023
    Chicago, Il, Us
  • Lemonade
    Advisor
    Lemonade Mar 2022 - Dec 2022
    New York, Us
  • Lemonade
    Vp Controller
    Lemonade Feb 2020 - Mar 2022
    New York, Us
  • Lemonade
    Controller
    Lemonade Aug 2017 - Jan 2020
    New York, Us
    Lemonade is a licensed insurance carrier, offering homeowners and renters insurance powered by artificial intelligence and behavioral economics. By replacing brokers and bureaucracy with bots and machine learning, Lemonade promises zero paperwork and instant everything. And as a Certified B-Corp, where underwriting profits go to nonprofits, Lemonade is remaking insurance as a social good, rather than a necessary evil.
  • Yieldmo
    Vp, Corporate Controller
    Yieldmo Sep 2015 - Aug 2017
    Nashua, New Hampshire, Us
    Yieldmo is a mobile advertising provider that develops uniquely-mobile ad formats that offer a better user experience for consumers, higher mobile ad performance for advertisers and superior mobile monetization for publishers. The Yieldmo Ad Format Lab employs human-centered design processes to create and optimize a full funnel of ad formats that accomplish any media campaign objective, across more than 120 premium publisher partners, reaching 82% of US smartphone users. The company is backed by a number of premier investors, including Google Ventures, Union Square Ventures and Time Warner Investments.
  • Shutterstock, Inc.
    Controller
    Shutterstock, Inc. Sep 2010 - Sep 2015
    New York, Ny, Us
    Responsible for the overall success of Accounts Payable, Accounts Receivable and the General Ledger, including ownership of Company’s ERP system and financial reporting tools. Additionally, managed the team responsible for ensuring sales operations and compliance initiatives were achieved (refunds, chargebacks, fraud, etc.). Acheived the following:• A complete general ledger conversion from QuickBooks to Microsoft Great Plains, including converting six years of financial statements from cash to accrual basis accounting• Six years of successful financial audits performed by PwC (pre-IPO)• Filing of S1 prospectus with the SEC• A corporate reorganization from an LLC into a Delaware Corporation• An IPO of 5 million shares of common stock at $17.00 per share on the NYSE (SSTK)• Three years of successful audits and interim period reviews performed by PwC (post-IPO)
  • Pricewaterhousecoopers
    Manager
    Pricewaterhousecoopers Aug 2005 - Sep 2010
    Gb
    Worked within the Entertainment, Media and Communications sector on clients exceeding $1 billion in revenue (SEC Experience).

Julio Estela, Cpa Skills

Accounting Internal Controls Auditing Financial Analysis Financial Statements Analysis Sec Filings Account Reconciliation Cpa Sarbanes Oxley Act Revenue Recognition Gaap Financial Accounting Assurance Us Gaap Financial Reporting Great Plains Software External Audit Quickbooks Microsoft Excel Sarbanes Oxley Payment Card Processing Data Analysis Creative Problem Solving Finance Financial Audits Strategy General Ledger Financial Modeling Payroll Processing Payroll Administration Payroll Taxes Payroll Analysis Income Tax Personal Income Tax Returns Franchise Tax Subscription Sales Equity Management Capitalization Expense Management

Julio Estela, Cpa Education Details

  • Ithaca College
    Ithaca College
    Accounting And Finance (Dual Major); Economics (Minor)
  • Ellenville High School
    Ellenville High School
    High School

Frequently Asked Questions about Julio Estela, Cpa

What company does Julio Estela, Cpa work for?

Julio Estela, Cpa works for Lemonade

What is Julio Estela, Cpa's role at the current company?

Julio Estela, Cpa's current role is Comp & Equity Nerd | Creative Problem Solver | Dot Connector | Girl Dad | Retired CPA.

What is Julio Estela, Cpa's email address?

Julio Estela, Cpa's email address is ju****@****ail.com

What is Julio Estela, Cpa's direct phone number?

Julio Estela, Cpa's direct phone number is +134722*****

What schools did Julio Estela, Cpa attend?

Julio Estela, Cpa attended Ithaca College, Ellenville High School.

What are some of Julio Estela, Cpa's interests?

Julio Estela, Cpa has interest in Animal Welfare, Children, Education, Health.

What skills is Julio Estela, Cpa known for?

Julio Estela, Cpa has skills like Accounting, Internal Controls, Auditing, Financial Analysis, Financial Statements, Analysis, Sec Filings, Account Reconciliation, Cpa, Sarbanes Oxley Act, Revenue Recognition, Gaap.

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