Tory Stephens Email & Phone Number

Salida, CO, US

Vail, Colorado, United States

Denver, CO

• Manage financial records for 100+ projects for Gemini Energy Services, a wind and solar division, including reconciliation and maintenance of revenue, project costs, forecasting and accruals.
• Create reporting on $1 million in monthly revenue and project level analysis for division managers.
• Prepare monthly journal entries and account reconciliations. Oversee monthly financial close.
• Issue client invoices in accordance with contract terms.

Boulder, CO

• Supervised financial operations in support of a $2.5 million annual budget for a nonprofitorganization dedicated to helping people conserve water, energy, and building materials.
• Served as Acting Finance Director for over three months during a leave of absence by the full-timeDirector.
• Developed, implemented, and managed financial strategies in collaboration with seniormanagement in five program departments.
• Led financial tracking activities: payroll, credit card expenses, petty cash, and fixed assetinventory; creating improved financial controls and clear employee guidelines.

Lake George, NY

• Coordinated the annual budget development and administration, processed vendor and programpayments, and prepared routine financial reports for Board of Trustees for an organizationspearheading science-based solutions.
• Met audit and tax deadlines while simultaneously creating annual fundraising report during firsttwo months of hire by collaborating with CPA, CFO, and Program Managers.
• Processed donations, coordinated donor acknowledgements and donor database updates,assisted with special fundraising appeals and grant proposals, and provided logistics support forspecial events.
• Executed staff payroll, benefits enrollment and updates, and retirement plan activities.

Saratoga Springs, NY

• Directed daily administrative, financial, insurance, and marketing activities in support of$3 million annual custom home building, residential development, and property managementcompany.
• Entered invoices, issued client bills, reconciled expense accounts, created job cost reports,updated project budgets, and coordinated with an external accountant for year-end tax reporting.
• Ensured building development projects remained on-budget by tracking initial budget estimatesand continuously monitoring all expenses.
• Expanded the company’s digital marketing footprint and increased project awareness bymaintaining company website and social media.

Saratoga Springs, NY

• Created an office support and bookkeeping consulting service with customized support to smallbusinesses ranging from environmental engineering and state lobbying to custom home building.
• Established a QuickBooks system for clients; increasing efficiency of revenue and expensetracking and client billing.
• Led client financial management activities, including preparing monthly reports, enteringaccounts payable and receivable, and reconciling credit card and bank statements.
• Drafted and edited marketing proposals, tracked marketing prospects, and created informativemonthly newsletters and client reports.

Glens Falls, NY

• Directly supported corporate insurance activities by interpreting state guidelines, communicating home insurance coverage information to policyholders, and providing technical assistance to agents.
• Continuously utilized company and state guidelines to review comparisons of high-value home inspection reports, compared results with coverage calculations, and outlined discrepancy findings to senior management.
• Supported risk management initiatives within home and personal property policies by analyzing loss history, property maintenance, liability hazards, and exposure to potential catastrophic losses.
• Selected to serve as a mentor to new employees in the implementation of a corporate mentorship program, and trained new staff on how to execute underwriting tasks while acclimating to the company.

Master Of Business Administration (Mba)

Certificate in Applied Finance Graduate-Level Coursework: - Fundamentals of Firm Valuation - Financial Markets - Managerial Accounting.

Bachelor Of Arts (B.A.)