Stacy Sutton Email & Phone Number

Mountain View, Ca, Us

Countsy is your company's back-office function. We provide Accounting and HR as a service to venture backed startups. Through a unique combination of on demand CFOs and streamlined technologies, we free you from back-office management and empower you to focus on what matters most. Delighting customers. Perfecting solutions. Accelerating growth. From payroll and benefits to GAAP financials and board reporting, you get the support you need to be transaction ready. Efficient. Scalable. Done right.

Irvine, Ca, Us

• Led Finance initiative to configure company’s ERP system for standard cost accounting and to implement Fixed Assets module.• Began building out company’s Cost Accounting function by collaborating with Operations and Technical Accounting to develop processes, policies and controls related to inventory, standard cost and warranty.• Directly coached and managed staff of 2, indirectly coached Staff Accountant and Finance Coordinator.

Irvine, Ca, Us

• Responsible for all accounting functions including A/P, bank account and general ledger reconciliations, corporate credit card and expense reimbursement management, fixed assets, grant accounting and reporting, monthly close, payroll journal entries, and use tax reporting, with shifting responsibilities as team grew from 2 to 14.• Supported annual tax returns, including R&D tax credit calculations, and quarterly audits of financials and internal controls.• Led ERP, accounts payable, expense management and corporate credit card systems conversions.• Assisted in creation of and monitored compliance with company policies and internal controls for corporate credit cards, fixed assets, prepaids, purchasing, and travel and entertainment.• Coached and managed staff of 2.Career Highlights:• Second Finance employee, hired by CFO based on prior association at Blockade Medical (2013 – 2018)• Singlehandedly transitioned accounting functions from outsourced accounting firm within 90 days of hire.

City Of Industry, California, Us

• Managed all accounting activities including A/P, A/R, fixed assets, general ledger, and monthly close, in a fast paced, high-volume environment.• Provided leadership, mentoring and support to Accounting Manager, Accounts Payable and Accounts Receivable staff of 7.• Coordinated and supported quarterly bank audits, annual financial audits and tax returns.• Implemented enhanced accounting procedures and systems improvements.• Managed daily cash activities.Career Highlights:• Managed department through a period of high employee turnover.• Calculated daily cash requirements under cash constraints, with daily A/R backed borrowing.

City Of Industry, California, Us

• Responsible for general ledger, journal entries and monthly close.• Reconciled general ledger accounts, including bank reconciliations.• Filed/remitted sales taxes and annual reports in multiple jurisdictions.Career Highlights:• Implemented Fixed Assets module in company’s ERP system, Microsoft Dynamics NAV, within a month of being hired.

Irvine, Ca, Us

• Managed all accounting activities for worldwide sales.• Maintained subsidiary’s financial division in ERP and trained users to become proficient.• Intercompany accounting with an international parent company requiring 3 charts of accounts.• Verified bi-weekly payroll and PTO accruals/usage, manually preparing employee-level journal entries exceeding 250 lines.• Filed/remitted sales taxes, payroll taxes and annual reports in multiple jurisdictions.• Coordinated and supported annual audits, tax returns and Centers for Medicare and Medicaid Services (CMS) annual Open Payments reporting, including corrections and final attestation.• Supervised and mentored Accounts Payable staff of 2.Career Highlights:• Played a key role during post-acquisition integration.• Designated as a Super User during ERP system implementation and conversion from QuickBooks to Sage X3.• Singlehandedly performed all accounting tasks including A/P, A/R, cash management, equity tracking, financial reporting, fixed assets, international A/R collections and monthly close until post-acquisition, November 2016.

Irvine, California, Us

• Managed all accounting activities for 5 related entities.• Supervised Accounts Payable and Accounts Receivable staff ranging from 1-3 employees.• Performed monthly close, bank account and general ledger reconciliations, and prepared internal financial reporting.• Filed/remitted sales taxes in multiple jurisdictions, including Canada.• Coordinated and supported annual audits and tax returns.Career Highlights:• Managed A/P and A/R through periods of cash constraints including A/R backed borrowing.• Implemented accounting for the sale of the primary brand to another company including inventory procurement, manufacturing, sales and A/R collections during a transitional period and created accounting and reporting processes for direct-to-consumer line of business.• Developed procedures for handling consigned inventory in ERP.• Improved customer profit and loss reports to include sales by brand and trade spend budgets.

• Assumed the responsibilities of the Interim Controller and single-handedly completed the tasks formerly performed by the Vice President of Finance and the Accounting Manager.• Retained on a part-time consulting basis from 7/10 to 7/12.

• Responsible for all aspects of accounting including A/P, A/R, fixed assets, general ledger, monthly close, stock options, warrants and equity tracking and reporting.• Prepared the monthly Board of Directors financial package and financial reports.• Provided weekly sales reporting and calculated monthly commissions both earned and payable.• Filed/remitted monthly and quarterly sales tax returns in 22 jurisdictions.Career Highlights:• Quickly mastered the company’s ERP software and became the internal “go-to” person for answering questions and researching/resolving system issues.

• Provided full-charge bookkeeping services to small businesses in a variety of industries including dental labs, construction, graphic design, plumbing and an RV dealership.• Liaised with Certified Public Accountants on behalf of mutual clients.• Assisted CPA with bookkeeping, special projects, quarterly and year-end QuickBooks client reviews through published financial statements and entering/reviewing income tax returns.

• Led the loan servicing system conversion including design, implementation, development of daily portfolio reconciliations, written procedures, and employee training.

• In charge of special projects including acquisitions and systems conversions from concept/evaluation through completion.• Supervised a staff of 16.Career Highlights:• Received “On-The-Spot” award for lead role in the acquisition of two Baldwin Piano and Organ consumer finance subsidiaries. Accomplishments included validation of acquisition cost and opening balance sheets, conversion of all accounting processes, analysis and development of loan servicing system and creation of new accounting controls and reconciliation procedures.

• Directed all aspects of A/P, fixed assets and general ledger including intercompany accounting, month-end close and internal financial reporting.• Trained and supervised one staff accountant and three accounting specialists.• Promoted to Accounting Manager.

• Performed daily reconciliation of all transactions in serviced loan portfolio.• Directed monthly close from journal entries to preparation of internal financial reports.• Managed daily cash activities/position.• Prepared loan funding and portfolio analysis reports.• Promoted to Accounting Supervisor.

• Responsibilities included bank reconciliations, balance sheet account reconciliations, cash receipt/disbursement journals, notes receivable, input of general ledger entries and preparation of loan pools for sale to lenders.• Assisted in conversion of accounting information and processes through acquisitions by BankBoston in 1995 and Deutsche Financial Services in 1997.• Assisted in conversion of accounting processes from brokering of loans to loan servicing when BankBoston purchased company.• Promoted to Staff Accountant.