Stephanie Waldschmidt, Cpa work email
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Stephanie Waldschmidt, Cpa personal email
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I have 30+ years of experience in accounting and finance, ranging from oversight of the accounting department, planning and forecasting, financial analysis, and system implementations, to being a member of management and serving as business partner to senior leaders. I continually focus on improving processes for efficiency and implementing strong controls to safeguard company assets. Accomplishments include system implementations with both PeopleSoft and NetSuite, integrating new companies into financial system, merging of 4 companies into one legal entity, developing budgeting processes that virtually didn't exist and providing meaningful financial reporting to management in order to drive decision-making. My strengths include leadership qualities, critical thinking, and analytical skills.Recognized for developing best in class finance organization that provides timely, accurate financials to drive decision making. Sets high expectations which yields results.Specialties: Extensive experience with PeopleSoft and NetSuite/Oracle financial modules including implementations and upgrades.
My Grandkids
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RetiredMy Grandkids Jul 2024 - Present
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Sr Director Of Finance, Group Controller, Topcon Solutions, Us Retail DivisionTopcon Positioning Systems May 2016 - Jul 2024Livermore, California, Us -
Manager Of Finance And AccountingVector Usa, Inc Oct 2013 - May 2016Reported to CEO and provided direction to Controller and Sr. Accountant. Prepared financial analysis and offered recommendations to CEO. Built annual budget and interim forecasts as needed. Liaisoned with bank to provide requested financials related to debt. Managed insurance plans for property/casualty and medical. Administered benefit plans and processed payroll.
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ControllerBeavers Holdings Aug 2010 - Oct 2013Oversaw the accounting and finance for 8 distinct operating companies under the Beavers Holdings umbrella ranging from manufacturing, packaging, logistics, and real estate. Worked with the individual company Presidents to provide meaningful insight into the drivers of the business and advised on ways to continually improve and grow the business. Established processes and procedures that focused on internal controls and that were considered to be best in practice for the younger growing companies.
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Vp, FinanceThe Marketing Store Apr 2007 - Aug 2009Chicago, Il, UsGuided and directed staff responsible for day to day accounting operations. Developed and mentored individuals to exceed goals and achieve maximum potential. Managed planning processes including strategic plan, budget, forecasts, along with consolidation of international offices. Gained recognition as business partner and advisor to President; consulted on confidential issues including bonus plans, restructuring, client compensation, and business expansion. -
Director, FinanceThe Marketing Store 2005 - 2007Chicago, Il, UsManaged all aspects of finance for product business, including general accounting, monthend close, reporting, planning, and analysis. Provided financial guidance and insight to management team. Developed financial models to drive business decisions which included revenue projections and resource committments.
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Sr. Manager, FinanceThe Marketing Store 1999 - 2005Chicago, Il, UsReviewed and analyzed monthly financials against budget and forecast. Managed revenue recognition and project accounting within Product Division. Developed client profitability model to assist in decision making. Prepared annual budget and monthly forecasts.
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Manager, FinanceThe Marketing Store Jan 1999 - Jan 2000Chicago, Il, UsManaged product revenue recognition and project accounting in accordance with GAAP. Prepared annual budget and monthly forecasts.Automated monthly reporting with PeopleSoft, which improved data accuracy and efficiency.Developed zero based budgeting process for global offices, which standardized reporting and ease in loading data to financial system.
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Mgr, Planning, Reporting, & AnalysisPlatinum Technology 1998 - 1999Norwest, Nsw, AuManaged quarterly and annual planning process. Built annual budget and developed planning assumptions. Prepared budget presentation for BOD and senior management. Trained and supervised staff of 2 financial analysts. -
Sr. Financial AnalystPlatinum Technology 1996 - 1998Norwest, Nsw, AuConsolidated and analyzed quarterly plans and monthly forecasts. Alerted management to budget exposure. Managed completion of quarterly financial reports for BOD and executive management.
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Sr. AccountantPlatinum Technology Jan 1991 - Jan 1996Norwest, Nsw, AuPrepared financials for SEC filings including 10-Q's, 10-K, and annual report. Reconciled balance sheet accounts. Administered employee stock option program. Lead team member for PeopleSoft GL implementation; maintained system after go-live. Created training materials and trained users on PeopleSoft reporting tools.Improved financial reporting flexibility by designing new ledger coding convention and developing reporting tree structures.
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BookkeeperPackaging Ideas, Inc Jan 1989 - Jan 1991Processed orders, purchasing, accounts payable, accounts receivable
Stephanie Waldschmidt, Cpa Skills
Stephanie Waldschmidt, Cpa Education Details
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Northern Illinois UniversityCpa Review Courses -
North Central CollegeMinor In Computer Science
Frequently Asked Questions about Stephanie Waldschmidt, Cpa
What company does Stephanie Waldschmidt, Cpa work for?
Stephanie Waldschmidt, Cpa works for My Grandkids
What is Stephanie Waldschmidt, Cpa's role at the current company?
Stephanie Waldschmidt, Cpa's current role is RETIRED from the corporate life to enjoy time with my grandkids.
What is Stephanie Waldschmidt, Cpa's email address?
Stephanie Waldschmidt, Cpa's email address is st****@****ast.net
What is Stephanie Waldschmidt, Cpa's direct phone number?
Stephanie Waldschmidt, Cpa's direct phone number is +163069*****
What schools did Stephanie Waldschmidt, Cpa attend?
Stephanie Waldschmidt, Cpa attended Northern Illinois University, North Central College.
What are some of Stephanie Waldschmidt, Cpa's interests?
Stephanie Waldschmidt, Cpa has interest in Poverty Alleviation, Social Services, Children.
What skills is Stephanie Waldschmidt, Cpa known for?
Stephanie Waldschmidt, Cpa has skills like Forecasting, Budgets, Financial Reporting, Accounting, Finance, Management, Financial Analysis, Financial Modeling, Internal Controls, Strategy, Analysis, Leadership.
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