Stephanie Wactor

Stephanie Wactor Email and Phone Number

Regional CFO at AssuredPartners @ AssuredPartners
Stephanie Wactor's Location
Spartanburg, South Carolina, United States, United States
Stephanie Wactor's Contact Details

Stephanie Wactor work email

Stephanie Wactor personal email

About Stephanie Wactor

Stephanie Wactor is a Regional CFO at AssuredPartners at AssuredPartners. She possess expertise in accounting, budgets, tax, financial accounting, financial analysis and 23 more skills.

Stephanie Wactor's Current Company Details
AssuredPartners

Assuredpartners

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Regional CFO at AssuredPartners
Stephanie Wactor Work Experience Details
  • Assuredpartners
    Regional Cfo
    Assuredpartners Jan 2018 - Present
    Orlando, Florida, Us
  • Assuredpartners
    Regional Controller
    Assuredpartners Jul 2016 - Present
    Orlando, Florida, Us
  • Correll Insurance Group
    Chief Financial Officer
    Correll Insurance Group Jan 2013 - Jul 2016
    Spartanburg, South Carolina, Us
    • Responsible for overseeing the work of all accounting personnel; directing the month and year end closing process; overseeing tax and labor compliance; directing internal and external audits; developing master budgets and forecasts encompassing all 18 locations; cash management; compensation and bonus reviews; analyzing financial statements and addressing any material weaknesses; working with SBUs and department heads to develop strategic objectives and overall company goals.• Worked closely with internal auditors to develop and implement internal controls and accounting processes to ensure all financial transactions were being accounted for properly, accurately and timely manner.• Spear-headed an organization wide benchmarking initiative that resulted in various sales, service and profitability metrics that managers now use to better understand and measure the performance of each profit center. • Developed an interactive debt analysis tool and implemented a pay-down strategy resulting in interest savings in excess of $500,000 over a five year period and increasing shareholder value.• Involved in acquisition planning including analysis of various earn-out structures, monitoring progress over the earn-out period and maximizing overall profitability of new acquisitions.• Analyzed and help develop compensation strategies for new sales executives.• Developed a competitive compensation structure for service and administrative staff including a flexible pay-grade matrix and an effective performance bonus strategy and review process to better standardize and estimate labor costs and improve labor efficiency across the organization.
  • Batson Accounting & Tax, P.A.
    Accounting Manager
    Batson Accounting & Tax, P.A. Feb 2004 - Jan 2013
    Accounting Manager (2010-Present)•Preparing and completing final review of staff data input for personal, corporate, partnership and estate/trust tax returns, assessing the results and making adjustments to tax returns to achieve more advantages tax positions based on applicable tax laws, and communicating results and adjustments to clients accordingly•Consulting with clients facing a variety of financial risks including cash flow shortages, foreign transaction exposure and bankruptcy issues; advised them of the potential effects and assisted in developing plans to mitigate the associated risk.•Performs What-If analysis, present value analysis and calculation of breakeven point to assist clients in decision making and help establish optimal price points; prepares annual budgets and monthly forecasts for clients, followed up periodically to assess performance and advise clients of necessary adjustments.•Responsible for management & analysis of client fixed assets, asset valuations, analysis of capital vs. operating leases and analysis of purchase agreements and other contracts in order to assess their potential effects on the financial statements and overall business performance.•Assessing client internal controls and developing and procedures to remedy deficiencies •Assisted local law enforcement in connection with several ongoing criminal investigations related to the misappropriation of assets and other financial crimes. Provided support services to prosecuting attorneys.•Led forensic investigation commissioned by Greenville County Probate Court and assisted preparation and presentation of findings.Accounting Assistant (2006-2010)•Preparation of Accountants’ Reviews, under the supervision of a licensed CPA, for clients seeking third party financing and other relevant uses•Implemented accounting information systems for clients and trained them on how to efficiently use them

Stephanie Wactor Skills

Accounting Budgets Tax Financial Accounting Financial Analysis Quickbooks General Ledger Financial Reporting Cost Accounting Fixed Assets Tax Preparation Cash Management Internal Audit Senior Executive Leadership Accounting Management Digital Photography Budgeting Computer Software Use Job Costing Business Planning Forensic Accounting Investigation/research Relationship Building With Clients Tax Law Research Accounting Fees Financial Projections Risk Management Risk Assessment

Stephanie Wactor Education Details

  • Furman University
    Furman University
    Accounting
  • Other Education
    Other Education

Frequently Asked Questions about Stephanie Wactor

What company does Stephanie Wactor work for?

Stephanie Wactor works for Assuredpartners

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

Stephanie Wactor's current role is Regional CFO at AssuredPartners.

What is Stephanie Wactor's email address?

Stephanie Wactor's email address is lo****@****ail.com

What schools did Stephanie Wactor attend?

Stephanie Wactor attended Furman University, Other Education.

What skills is Stephanie Wactor known for?

Stephanie Wactor has skills like Accounting, Budgets, Tax, Financial Accounting, Financial Analysis, Quickbooks, General Ledger, Financial Reporting, Cost Accounting, Fixed Assets, Tax Preparation, Cash Management.

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