Stephanie S. Email & Phone Number

New Berlin, WI, US

West Allis, Wisconsin, United States

West Allis, Wisconsin, United States

Milwaukee, Wisconsin

• Baker Tilly Search & Staffing provides accounting and finance staffing, recruiting, and outsourcing options for their clients. I have fulfilled three different roles as a contract accountant for the Mutual Fund.
• Switched between the supervisor and mutual fund accountant roles as business needs changed, sometimes fulfilling both roles in the same day.
• Shared knowledge and trained others when needed.
• Special projects such as updating information in the accounting system, creating Excel spreadsheets to expedite processes, review new processes after implementation to ensure accuracy.

Greater Milwaukee Area

• Crabel Capital Management, LLC is a global alternative investment firm specializing in futures and foreign currency trading. As a member of the fund accounting team, my daily responsibilities included reviewing net.
• Discovered, investigated, and resolved fee and income disputes and errors within given deadlines.
• Created an efficient Excel-based trial balance account numbering system.
• Created a managed account reconciliation format to be used with any client’s accounting reports.
• Quickly reviewed new account documents to ensure fair calculation of fees.

Greater Milwaukee Area

• USBFS provides a full range of services for mutual fund sponsors. As a member of the fund accounting team, my daily responsibilities included calculating net asset value for assigned funds and processing security.
• Fund conversions, maintenance and new fund and security setup.
• Research and resolve amortization, asset, and expense issues.
• Investigation of fund and security discrepancies.

Greater Milwaukee Area

• K. Singh & Associates is an environmental engineering/consulting firm where I was a direct report to the owner of the company. I worked with the Petroleum Environmental Cleanup Fund Award (PECFA) program by compiling.
• Answered claim questions from the Department of Commerce and clients.
• Met time sensitive client service requests.
• Interacted with internal and external clients to receive PECFA claim information.

Greater Milwaukee Area

• Bevco is a manufacturer of workplace and residential ergonomic seating. As the full-charge bookkeeper, I was a direct report to the company president. I was responsible for processing payroll information including.
• Implemented a new payroll direct deposit system.
• Handled bank account reconciliation, audit and discrepancy resolution with bank contacts.
• Processed Internet transactions and worked with vendors to ensure security and fraud prevention.

Greater Milwaukee Area

• BNY Clearing Services provides clearing services for security trades. I was in the Purchases and Sales department where I performed clearing activities for stocks, bonds (corporate and municipal), and unit investment.
• Cleared large sums of cash in a high pressure and time sensitive environment.
• Resolved trade issues with other firms quickly and efficiently.
• Trained and supported other employees.

Greater Milwaukee Area

• As a tax preparer at H & R Block, I would conduct a complete interview with the client and discover new ways to save money on taxes. I would also prepare and transmit electronically filed returns as necessary. If a.
• Prepared personal and small business taxes.
• Advised clients of better tax strategies.
• Worked with other employees to find the best tax situation for our clients.

Bachelor Of Business Administration, Accounting

Cumulative GPA: 3.5/4.0 scale

Bachelor Of Arts, International Business, Marketing

Activities and Societies: Lakeland College Band Phi Delta Omega Sorority Minors: Business Administration, German Cumulative GPA: 3.3/4.0.