Stephanie Knowles

Stephanie Knowles Email and Phone Number

Elevating Businesses with Proactive Accounting & Strategic Advisory Services @ CBIZ
cleveland, ohio, united states
Stephanie Knowles's Location
Philadelphia, Pennsylvania, United States, United States
Stephanie Knowles's Contact Details

Stephanie Knowles work email

Stephanie Knowles personal email

n/a
About Stephanie Knowles

Director at CBIZ in Financials Services. I focus on providing clients with controller-level advisory support, including back-office accounting operations and detailed financial packages. I have significant experience implementing cloud-based accounting software and other business applications. I work directly with clients to streamline accounting processes and procedures so they can spend less time concerned with accounting complexities and administrative functions, instead focusing more completely on driving business success.I work with businesses of all sizes and structures, supporting their financial departments in whatever capacity they need. My practice is informed by an understanding that our technology has evolved rapidly, and our financial systems and departments must be brought up to speed. I help businesses embrace tools that allow them to access their financial systems from anywhere at any time and run their operations efficiently.

Stephanie Knowles's Current Company Details
CBIZ

Cbiz

View
Elevating Businesses with Proactive Accounting & Strategic Advisory Services
cleveland, ohio, united states
Website:
cbiz.com
Employees:
3035
Stephanie Knowles Work Experience Details
  • Cbiz
    Director
    Cbiz Nov 2024 - Present
  • Marcum Llp
    Director - Client Accounting & Advisory Services
    Marcum Llp Jun 2023 - Nov 2024
    Philadelphia, Pennsylvania, United States
  • Mccarthy & Company, Pc
    Director - Client Accounting & Advisory Services
    Mccarthy & Company, Pc Apr 2022 - Jun 2023
    Blue Bell, Pennsylvania, United States
    • Originated Client Accounting Services department• Plan, develop and manage client engagements and projects• Empower colleagues and expand department• Identify new opportunities• Set up procedures for sustainability and growth• Facilitate client relationships
  • Breakwater Accounting + Advisory Corp
    Accounting Lead - Philadelphia
    Breakwater Accounting + Advisory Corp Jun 2020 - Apr 2022
    Philadelphia, Pa
    • Lead Philadelphia based team and manage regional based clients• Controller and CFO support for multiple clients, both for profit and nonprofit organizations• Work directly with executive team and board members to produce custom, high-levelreporting• Handle all facets and workpaper generation for audit in conjunction with firmrepresentative
  • Breakwater Accounting + Advisory Corp
    Accounting Manager
    Breakwater Accounting + Advisory Corp Aug 2018 - Jun 2020
    Philadelphia, Pa
    • Work directly with an array of industries and corporate structure clients (Including, but not limited to: local non-profits to overseas environmental consumer goods)• Maintain a close and professional relationship with all clients• Provide full service accounting procedures from accounts receivable, accounts payable, month-end reconciliations and high-end month-end deliverable• Implement various cloud-based technologies to provide the best and most cost effective result for our clients
  • Uncanny Brands
    Accounting Manager
    Uncanny Brands Jul 2017 - Aug 2018
    Greater New York City Area
    •Record all current and ongoing monthly activity in QuickBooks Enterprise accounting program, which includes; cash receipts and payments, accounts payable and receivable transactions, customer credits and returns, and vendor deductions•Work directly with CFO to provide imperative data for all month-end and year-end closes•Create comprehensive month-end and year-end reporting package, complete with Balance Sheet, Income Statement and all related reports, whilst providing key insight on figures•Enter of all month-end adjusting and closing entries•Manage newly acquired entity, including all sales records, daily cash management, and inventory reconciliations
  • Uncanny Brands
    Senior Accountant
    Uncanny Brands Jan 2017 - Jun 2017
    Plymouth Meeting, Pennsylvania
    •Assist CFO in preparation of month-end and year-end financials and distribution of financial packages to Board Members and Investors •Provide imperative financial data and opinion during yearly forecast and budget preparation •Finalize year-end financials for tax return, along with creating 1099’s for subcontractors•Record on-going monthly activity including; cash receipts and disbursements, accounts payable and receivable transactions, and credits and returns•Create and distributed invoices to all customers, while tracking accounts receivable and performing collections when needed•Manage month-end inventory reconciliation with 3rd party warehouse •Prepare and submitted royalty reports and forecasts for 20+ notable licenses maintained by brand, along with assisting in sales forecasts for specific licenses•Provide full Human Resource services, including employee onboarding, payroll processing, and benefit set up•Manage company retirement fund
  • Uncanny Brands
    Staff Accountant
    Uncanny Brands Oct 2014 - Jan 2017
    Plymouth Meeting, Pa
    •Assist hired accounting firm with financial data needed to complete month-end and year-end financials•Provide CEO and respective board members with weekly summary report of all sales, on order sales, payables, receivable and cash data•Enter all accounts payable and accounts receivable transactions, monitoring past due customers and performing collections when necessary•Perform daily invoicing and entry of tracking information to various customers•Report and submitted royalty reports to 15+ notable sports and entertainment licenses•Create sales representative commission reports •Implement customer credit checks to confirm viable and safe to do business with
  • Foresight Business Solutions
    Staff Accountant
    Foresight Business Solutions Sep 2013 - Oct 2014
    Conshohocken, Pa
    • Provide monthly accounting and bookkeeping services, perform month-end close and executive level deliverable• Process payrolls timely based on client pay period, set-up new hires, monitor jurisdiction and tax rates, and handle technical payroll issues• Prepare and input various individual and corporate returns, handle client tax notices and communication with appropriate parties, while staying familiar with tax regulations and codes• Monitor and maintain client vendors on monthly basis to ensure 1099 and 1096 compliance• Implement social media marketing campaign and maintain initiative through Facebook, LinkedIn, and Twitter
  • Relocation Movers' Services
    Customer Service
    Relocation Movers' Services Jan 2013 - Sep 2013
    Ivyland, Pa
    • Handle customer service issues occurring with corporate relocations, including price quoting, margin and profit analysis• Work directly with corporate moving agencies to create new orders and assist in altering preexisting services• Contract jobs and work orders to a wide array of nationwide vendors, while maintaining compliance• Confirm with customers to assure services satisfaction
  • Relocation Movers' Services
    Website Development
    Relocation Movers' Services Jan 2012 - Sep 2013
    • Develop instant quoting system for live RMS company website and did this by testing website errors and compiled reports to promote repairs

Stephanie Knowles Skills

Leadership Powerpoint Social Media Sales Microsoft Powerpoint Cch Prosystem Fx Data Analysis Customer Satisfaction Web Development Strategic Planning Fundraising Outlook Microsoft Office Microsoft Word Microsoft Excel Social Networking Time Management Customer Service Social Media Marketing Quickbooks Management Coaching Inventory Management Third Party Vendors

Stephanie Knowles Education Details

Frequently Asked Questions about Stephanie Knowles

What company does Stephanie Knowles work for?

Stephanie Knowles works for Cbiz

What is Stephanie Knowles's role at the current company?

Stephanie Knowles's current role is Elevating Businesses with Proactive Accounting & Strategic Advisory Services.

What is Stephanie Knowles's email address?

Stephanie Knowles's email address is st****@****thy.cpa

What schools did Stephanie Knowles attend?

Stephanie Knowles attended West Chester University Of Pennsylvania.

What skills is Stephanie Knowles known for?

Stephanie Knowles has skills like Leadership, Powerpoint, Social Media, Sales, Microsoft Powerpoint, Cch Prosystem Fx, Data Analysis, Customer Satisfaction, Web Development, Strategic Planning, Fundraising, Outlook.

Who are Stephanie Knowles's colleagues?

Stephanie Knowles's colleagues are Gerard M Hall, Cpp, Donald Sanders, Traci Barry, Ms, Natalia Marutyan, Lisa Dickow, Leslie Starks Brophy, Mj-Lel, Jason Soodsma.

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