Stephanie Kozak Email & Phone Number

United States

San Diego County, California, United States

San Diego, California

San Diego, California

• Process, review, and management of contracts for financial implications.
• Budget review with FP&A and project managers on significant contracts.
• Equity Administration; process exercises, monthly RSU vesting, input stock s. option grants.
• SOX and Audit support. Audit of various internal controls to ensure compliance.
• Monitor and manage quarterly and annual audit requests lists from EY.
• Audit of monthly close binders and monthly journal entry binders.

Greater San Diego Area

• Computer Security Software with Revenue of $360M
• Responsible in the calculation of sales commissions for domestic and international on a monthly, quarterly and annual basis, verifying the accuracy of calculations.
• Perform month end, quarter end and year end close for commissions, sales bonus, and commission payroll tax accrual; journal entries, reconciliation, research and analysis.
• Perform reconciliation and validation of billings and sales crediting.
• Administer Xactly system set-up and monthly updates (new hires, terminations, quota changes, payment adjustments, organization/territory assignments).
• Perform variance analysis on accrual vs. payout.

Greater San Diego Area

• Computer Analytics Software with Revenue of $750M
• Perform calculation of quarterly accrual and payout calculations for domestic and international sales.
• Prepare submission and tracking of true-up commission payments, overpayments, and draws.
• Collaborate with Sales Operations to validate and process sales plan and quota adjustments.
• Prepare monthly and quarterly journal entries for commissions and commission payroll tax.
• Assist with month-end, quarter-end, and year-end close including account analysis and reconciliations.

• Researched public records and non-public information to provide invaluable fraud detection and identity solutions for the public and private sectors.
• Planned and implemented successful marketing strategies that targeted new business.
• Responsible for aggressively pursuing information for a variety of purposes while complying with strict federal guidelines to ensure confidentiality.
• Performed account analysis, highlighting various features meeting the customers’ needs.
• Created spreadsheets used for the business organization.
• Accounting responsibilities included; A/P, A/R, bank deposits, bookkeeping, and financial reporting to CEO and partners.

Bachelor Of Science (Bs), Business Administration And Management, General

Education record