Spencer Stevens Email & Phone Number

United States

Herndon, Virginia, US

• Manage highly visible recurring deliverables and execute team strategies in collaboration with the Senior Director of Finance and CFO of a privately held corporation.
• Partner closely with functional stakeholders to provide detailed and concise data to inform financial planning & business decisions.
• Manage the revenue forecast and budget planning models to support detailed analysis and reporting of key product margins.
• Proactively engage with sales and sales operations teams to leverage knowledge and better identify key trends that drive forecasting and reporting of the sales bookings, revenues, and Annualized Recurring Revenue (ARR).
• Review and ensure the revenue recognition is in compliance with ASC606.

Carmel, Indiana, US

• Manage financial operations and strategies in collaboration with the VP of Finance and CEO for international corporation.
• Communicate effectively when presenting monthly/quarterly financial results.
• Manage accounting month-end close and improve efficiencies by reducing processing time by 30%.
• Successfully segregated QuickBooks software from one to three international entities.
• Provided key insight using cash flow analysis to decrease large debt obligations.
• Led initiative to implement internal controls documentation for accounting procedures.

Indianapolis, Indiana, US

• Managed daily security liquidations and accounting for Donor Advised Funds worth over $3 billion dollars in various pooled investments.
• Promoted to a senior leadership position for largest client, Morgan Stanley GIFT.
• Led team that grew over 120% in accounts managed in just one year.
• Worked in dual roles as both senior gift accountant and client support representative.
• Proactively liaised with financial advisors to ensure financial due diligence.
• Created new processes and internal controls for accounting procedures.

Indianapolis, Indiana, US

Indianapolis, IN, US

• Responsible for completing numerous journal entries and reconciliations during month-end close period.
• Examined partner contracts to ensure accurate representation of monthly fixed fee and passthrough invoices.
• Managed team that enhanced the accounting documentation procedures for accounting processes.
• Performed complex evaluations of engine utilization data to accurately capture revenue and expense accruals.
• Audited fixed assets by means of cross-reference analysis between FAS values and appraised values.
• Assisted FP&A on creating and updating internal financial reports for Executive Leadership Team.

Austin, TX, US

• Analyzed, examined, and compiled all Ethos TB’s to prepare monthly and annual consolidated financial statements.
• Maintained all S-Corps GL’s, as well as the National GL, Amortization and Depreciation Schedules.
• Created and ensured National internal control procedures were compliant with GAAP regulations.
• Prepared quarterly Fixed Charge Coverage & Leverage Ratio reports to ensure compliance with credit agreement.
• Assisted with year end audit preparations and closing reports.
• Prepared annual budget summaries for all Ethos hospitals and assisted with budget reviews

• Prepared corporate, individual, partnership, fiduciary, and other tax forms for clients around the country.
• Actively engaged in several HUD and nonprofit/for-profit audits with team members.
• Compiled financial statements for partnerships and small to large corporations.
• Responsible for performing all required bookkeeping duties for multiple clients.

Carmel, Indiana, US

• Conducted audit of company’s speaker bureau program to ensure compliance with Federal Sunshine Act.
• Personally transcribed supplier diversity program that is currently seen on corporate website.
• Performed physical inventory of assets and assessed current asset tracking system for viability.
• Aided AP Director with completion of employee expense reports and timesheets.
• Assisted BCA team with closing several job accounts before end of the year.
• Recommended updates to corporate cell phone policy by conducting spending analysis and benchmarking analysis.

• Informed team members of daily duties and managed work schedule to insure deadlines were met.
• Assisted technicians with installation of industrial lighting and fans.
• Organized all provided products to optimize efficiency of warehouse logistics.
• Clarified work orders and resolved any problems encountered during preparation stage.

Bachelor Of Science (B.S.), Accounting

Education record