Stephanie Powell Email & Phone Number

Middleton, MA, US

Waltham, MA

• Responsible for the daily financial management of a portfolio of research projects and analysis of the financial status and risk assessment.
• Conduct profitability analysis, forecast costs, and preform on going project review of actual costs to summarize the financial condition to project leaders.
• Support preparation of continuation applications/carry over fund budgets, and execute add-on budgets.

Boston, MA

• Synthesize complex data for monthly and quarterly budget reports and work with executive associates to ensure accuracy of data.
• Independently identify department data trends to decrease travel and event expenditures by 5% and present cost-saving recommendations to management.
• Manage and maintain financial projections to ensure earned revenue outlook of $19.1M and responsible for recognizing philanthropic revenue of $11.9M.

Boston, MA

• Supported start-up fiscal sponsorship, UnboundEd, by performing all accounts payable and receivable functions which totaled $4.77M in revenue, as well as managed the sponsorship’s expense report and travel booking.
• Independently completed complex financial and operational forecasts, monthly budgets, data analysis, and ensured consistent cash flow management.
• Managed multi-year federal i3 and other philanthropic grants totaling $8.6M, earned revenue from fee-for-service endeavors of $17.5M, and provided quarterly and year-end financial statements in accordance with GAAP.
• Owned and documented many aspects of the invoice and collections process including: the navigation of complex school district bidding and procurement systems, completion of vendor eligibility applications, and.

Portsmouth, NH

• Recorded new assets purchased and calculated prior, current, and future depreciation based on like-kind-exchanges, disposal of assets, and regular acquisitions.
• Completed book and tax adjusting journal entries to produce adjusted trial balances.
• Inputted and prepared federal and state tax returns for corporations, partnerships, individuals, and trusts.
• Prepared monthly, quarterly, and year-end financial statements with corresponding work papers and schedules.

Guinea, West Africa

• Completed an accelerated three month French language and teacher training program focused on creating lesson plans and effectively teaching students in French.
• Taught mathematics concepts including geometry, algebra, statistics, and calculus to junior high school students and developed computer technology and English classes for various gender and age groups.
• Created a woman’s magazine working with local women to discuss the roles and challenges of women in West Africa.
• Provided health education on HIV/AIDS, sanitation, and other prevalent diseases in the community.

Boston, MA

• Conducted independent examinations of income tax returns for individuals, sole proprietorships, partnerships, fiduciaries, small size C corporations, and S corporations.
• Identified issues to be pursued based on large, unusual or questionable items which produced significant tax or compliance effects.
• Applied the Internal Revenue Code, regulations, rulings, court decisions and agency policies to conduct extensive research of legal issues including consideration of judicial decisions and legislative intent in cases.
• Conferred with taxpayers to explain the applicability of pertinent tax laws/regulations and prepared work papers and reports documenting all findings and conclusions as well as explained the proposed adjustments.

Master Of Business Administration (M.B.A.), Public & Non-Profit Management

Activities and Societies: Perkins School for the Blind - Link Day Competitor; Veracode Case Competitor; 3rd Place Net Impact Competitor

Bachelor Of Science - Bs, Accounting