Stalene Hall, Cpa Email & Phone Number

Hopewell Junction, New York, United States

• Owner
• Established and manage a solo bookkeeping firm providing comprehensive financial services
• Develop and maintain strong client relationships through effective communication and personalized service
• Manage accounts payable and receivable, conduct financial close processes, and process payroll
• Maintain accurate financial records for diverse clients using QuickBooks Online
• Prepare and analyze financial statements, ensuring compliance with accounting principles

New York, New York

• Reviewed daily cash activity and advised on cash flow needs
• Maintained inventory schedules for horse business
• Performed monthly reconciliations of balance sheet accounts
• Posted monthly journal entries and prepared monthly financial reports package
• Managed vendor relationships, requests, and payments
• Liaison with licensees, reviewed quarterly sales reports, calculate and track royalty payments

New York, New York

• Oversaw preparation of the partner draws and distributions, managing global partner accounts
• Primary contact for partner queries regarding Payroll, T&E, cash flow, and income verification letter requests
• Led implementation of a standardized process for monthly and quarterly partner payments
• Supervised a team of two staff accountants
• Manage all capital call and distribution requests for firm partners’ investments

New York, New York

• Direct Supervisor for the Accounts Payable team and Accounting Assistant intern
• Prepared and distributed daily cash report
• Reviewed and approved bi-weekly and monthly payroll journal entries
• Responsible for monthly partner draw process
• Performed reconciliation and analysis of key Balance Sheet Accounts, as part of month-end close process
• Filed monthly sales and use tax and quarterly commercial rent tax

New York, New York

• Team Lead in implementation of a new software package for expense reports and invoice processing
• Assisted Director of Finance with year-end audit and served as liaison for external auditors

Greater New York City Area

• Responsible for preparing and coordinating the annual rate review process with the firm’s Billing Rate Committee and working with billing attorneys, to establish client-specific rate increases
• Responsible for reviewing and maintaining all billing rate arrangements in the accounting system
• Developed preliminary client matter budgets and reported variance to actual performance
• Assisted Director of Client Relations with establishing proposed billing rates for client RFPs
• Assisted in the implementation of a new pricing data warehouse, to improve the firm’s ability to develop accurate budgets
• Utilized SQL queries to extract data from the accounting system, for complex analyses and development of budgets

Greater New York City Area

• Acted as Accounting Manager overseeing one direct report, while Accounting Manager was on maternity leave
• Responsible for monthly reconciliations, cleared over $2M of unreconciled items from prior years
• Prepared monthly department statements, which were communicated to company executives and directors
• Analyzed inventory purchase price variance and corrected standard pricing issues
• Processed journal entries for month-end accruals and manual adjustments, as well as posted fixed asset depreciation

Greater New York City Area

• Member of the engagement team on over 25 financial statement audits in the following industries: financial services, manufacturing, nonprofit, service, media and advertising, software, telecommunications, healthcare.
• Responsible for supervising and evaluating performance of engagement team staff during fieldwork
• Performed audit and review testing for financial statement accounts, such as cash, fixed assets, and expenses
• Effectively communicated with clients to gain a better understanding of their policies and processes
• Performed monthly compilations for clients in the legal industry, including preparation of financial statements
• Engagement team member responsible for testing assets of hedge fund and fund of fund clients; these clients have combined assets under management totaling over $300M

Greater New York City Area

• Performed complex billing functions for over 30 partners
• Responsible for investigations that uncovered duplicate client charges totaling more than $500,000 and misapplication of a client payment, averting a $150,000 refund
• Audited bills for accuracy and compliance with all firm policies, procedures and required approvals
• Led mandatory accounting department training on Microsoft Excel formulas and functions
• Built relationships with assigned partners through monthly visits and effective communication
• Utilized Elite Enterprise and Excel to prepare and analyze various reports, such as rate comparisons

Greater New York City Area

• Researched invoices and vendor statements, to ensure correct payments
• Completed preliminary general ledger review and prepared necessary corrections, to adjust balances
• Executed account reconciliations, identified discrepancies, and determined alternative courses of action
• Assisted with special projects on various topics, as needed

Greater New York City Area

• Coded and entered invoices and reimbursements into Elite software package
• Ensured requests were charged to the proper general ledger account or client matter number
• Prepared checks for signing by the Controller
• Sent checks to the appropriate parties, once signed

Knoxville, Tennessee Area

• One of 4%, chosen by upper management, to participate in Cariten College corporate training program for paying HMO claims
• Performed numerical data entry of medical and hospital claims for TNCare and commercial lines of health insurance
• Checked medical claims for accuracy and completeness and maintained over 95% corporate performance objective
• Trained new employees on departmental policies and procedures, including MACESS document management and AMISYS claims processing systems

Mba, Accounting

Activities and Societies: Beta Alpha PsiGPA: 3.55

Bachelor Of Science (B.S.), Organizational Mangement