Stefanie Perri Tartaglia
Jersey City, NJ 07302
Cell: 610-***-****
Email: *************@*****.***
EXPERIENCE:
The Strata Group, LLC 2007-2012
Chief Financial Officer 2009-2012
. Managed staff of four direct reports and various project consultants.
. Responsible for all financial reporting for an asset holding company
and nine related entities in the real estate industry. Reports such
as profit and loss statements, balance sheet, budgets, forecast,
variance reports, cash and sales dashboards, and merger and
acquisition proformas.
. Served as the human resource manager supervising the pay and benefits
and administration. Created standardized forms for new hires,
terminations, status changes and disciplinary warnings.
. Managed relationships with vendors and creditors during extended
periods of cash flow constraints due to rapid expansion in a
challenged industry.
. Managed working capital during the growth of the organization from 5.2M
in annual revenue in 2007 to 18.6M in 2011.
. Researched, sourced, and gained approval for multiple loan & refinance
applications including three SBA loan approvals.
. Integral member of the merger and acquisition team resulting in the
sale/merger of the largest of our subsidiary companies in early 2012.
Participating in: initial meetings with potential buyers, letter of intent
& sale agreement negotiations, due diligence, settlement sheet
preparation, and the disbursement of proceeds from sale.
. Worked with corporate attorneys and tax professionals to minimize the
member's tax impact of debt restructuring, ownership restructuring,
debt forgiveness, extreme variances in the profitability, and the sale
of the real estate brokerage.
Director of Finance and Accounting 2007-2009
. Responsible for the reparation of financial reports and analysis for
all entities including inter-company allocations and reconciliations.
. Monitored and calculated capital account balances for eight partners
with varied ownership across all related entities.
. Analysis and recommendations for potential business ventures and
expansion scenarios.
. Conducted monthly financial reviews with managers and managing partners.
. Lead an expense reduction initiative that eliminated 75,000 in monthly
costs.
. Researched, selected, and implemented a new software package to fully
integrate the accounting and transaction management for the real
estate brokerage launched 1/1/2010.
Marble Crafters USA Inc. 2002-2007
Assistant Controller 2004-2007
. Responsible for the preparation and profit and loss statement, balance
sheet and outstanding receivable and payable reports.
. Month end close administration including trial balance analysis and
adjusting journal entries.
. Served as the lead contact for corporate audits for years 2005 & 2006.
. Established new work flow patterns between customer service,
productions, and accounting to create efficiencies in process and in
staffing requirements.
. Human resource manager including payroll and benefits administration.
. Managed and worked directly in accounts receivable processing while
supervising accounts payable.
. Played an integral role in the software change over from SBA to ACCPAC
including system setup and employee training.
. Responsible for daily inventory tracking on manufacturing work orders
and supervising the physical inventory counts.
. Daily monitoring of cash on hand, outstanding checks, and the balance
of capital available.
Staff Accountant 2002-2004 PT
. Account receivable processing including customer billing and
collections.
. Tracking of transactions through the general ledger from raw materials
to finished goods.
. Analyzed profitability on a per project basis for large projects
including material, labor, and manufacturing and remaking costs.
. Prepared background data for budget preparations.
. Provided support for the human resource department assisting with
payroll and benefits administration.
COMPUTER SKILLS
. Microsoft office suite
. ACCPAC Accounting Software
. Lonewolf Accounting Software
. Lucero Summit
. Google Business Platform (gmail, calendars, document sharing)
. Quick Books Enterprise
. COSS Apollo Workstation
. ADP Payroll
. KTBS Payroll
EDUCATION:
Bachelor's Degree 2004
. University of Delaware - Business Administration, Concentration in
Management
. GPA - 4.0
. Awards:
2003 Outstanding Panel of Juniors
2004 Outstanding Panel of Seniors
2004 Albert H. Dunn III Business Administration Award
Member of the Beta Gamma Sigma Honor Society for AACSB accredited
Business
Programs
Member of Phi Kappa Phi Chapter 5 Honors Society
Member of Golden Key Honors Society