STEPHANIE THOMAS LAUDAT, MBA, MAFM City, Georgia 30269
C: 470-***-****
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ACCOUNTING & FINANCIAL MANAGEMENT
Forward thinking and highly ethical business leader with more than 10 years’ diverse experience, including leadership positions
in government, nonprofit, and investment banking. Proactive change agent, taking
charge and leading initiatives that help transform organizations to facilitate goal achievement.
Core Competencies
Accomplished accounting, budgeting and financial leader with experience in directing and administering varied
functions, including account reconciliation, financial reporting, compliance, and internal auditing and controls.
Proven project leader with a history of increasing efficiencies and decreasing costs. Improved operations by deploying
technology and automating systems throughout progressive career.
Strategic business partner with strong analytical and problem solving skills, often collaborating with department and
agency heads to improve operational effectiveness and implement organizational initiatives.
Effective leader skilled in developing, and motivating high performance teams and building capability in accounting
functions, including Accounts Payable, Accounts Receivable and Payroll.
Passionate about cross training and empowering employees to professional self actualization.
Strategic Planning Financial Monitoring & Analysis Risk Analysis General Ledger Budgeting
U.S. GAAP Statutory Accounting Internal Controls Financial Reporting
Regulatory Compliance Organizational Development Team Building Leadership
Graduate Certificate in Advance Accounting – CPA Preparation (DeVry University, 2012 2014)
MAFM: Certified Fraud Examiner Emphasis
Relevant Coursework: Auditing: An Operational & Internal Perspective Including Fraud Examination; External Auditing;
Accounting Fraud Examination Concepts, Forensic Accounting (ACFE testing required to obtain certification)
PROFESSIONAL EXPERIENCE
OFFICE OF MANAGEMENT & BUDGET, Government of the Virgin Islands, St. Thomas, USVI 2005–2013
Associate Director, Policy Management Unit
Charged with leading a staff of nine to accomplish the mission of the Office of Management and Budget (OMB) and provide
direction to ALL Executive branch departments. Oversee revenue and expenditure forecasts, review financial data, and provide
quarterly and annual performance reports. Mediate and resolve departmental and budgetary issues. Lead improvement
initiatives, including selection and implementation of a new budgeting system. Progressive steps achieved towards the
Excellence in Budget Presentation Award from Government Finance Officers Association. Hired and trained staff.
Coordinate performance improvement training of OMB staff and government departments, agencies, and instrumentalities.
Approve budgets in ERP, all amendments to the budget
Project Manager for the implementation of the first government wide Performance Management process with new job
specifications.
Coordinated successful development and recommend for submission Executive balanced budget to the Legislature for
its review.
Streamlined the budget process from six to four months while replacing two week manual printing process to a one
day electronic process.
STEPHANIE THOMAS PAGE 2
SOUTH BAY PARTNERS, LLLP, St. Thomas, USVI 2003–2005
Accounting Manager/Senior Accountant, Captive Insurance – Partnership Management Accounting
Performed accounting functions, including monthly close outs; bank reconciliations; preparation of financial statements;
government reports; and other accounting related reports
Responded to IRS and external auditors’ queries. Maintained integrity of cash balances.
Instrumental in the conversion to Great Plains software program, ensuring data accuracy from start to finish and
recommending changes to reports thereby increasing relevancy for decision makers and external users.
OLYMPIA CAPITAL ASSOCIATES LP, New York, NY 2001–2002
Account Fund Manager, Investment Partnership Portfolio Accounting
Performed accounting and financial functions for various partnerships, including reconciliation of investment statements and
processing of valuations for funds and P&L financial statements. Processed trades, monthly closing prices, and updated
exchange rates.
Developed effective working relationships and met goals and timelines by collaborating with investors, managers, fund
owners, and tax auditors.
Reformatted the Profit & Loss (P&L) statement to more accurately reflect earnings and loss and provided timely
information for improved decision making.
Reviewed offering documents and ensured compliance with applicable regulations.
BANK OF NEW YORK, New York, NY 1998–2001
Senior Portfolio Accountant, Mutual Fund Accounting (Risk Management & Control Group)
Portfolio Fund Accountant, Mutual Fund Accounting (International NAV Group)
Promoted to lead the Risk Management and Control team with a staff of five; oversaw daily and monthly asset reconciliation.
Compiled and reconciled inter and intra Funds and General Insurance Company reports.
Researched and reconciled some of the most complex multimillion dollar mutual funds, stocks, options, and futures
accounts; analyzed discrepancies in asset holds and account portfolio and used findings to assist the Net Asset Value
(NAV) accounting group and managers make better decisions.
ADDITIONAL CAREER HISTORY
Cash Manager, LeFRAK ORGANIZATION, Rego Park, Queens, NY
Accountant, NATIONAL DEVELOPMENT & RESEARCH INSTITUTE, INC., New York, NY
Trusted to run the accounting office after one day of orientation in the absence of the Director.
Staff Accountant, MIRACLE MAKERS’ INC., Brooklyn, NY
United States Army Reserve, Supervisor of Personnel Records, 75H, Queens, NY (17 years)
EDUCATION & PROFESSIONAL DEVELOPMENT
Masters in Accounting & Finance Management (MAFM), DeVry University
Master in Business Administration (MBA), University of the Virgin Islands, St. Thomas USVI
Bachelor of Science in Business Administration: Accounting (BS)
University of Tennessee, Chattanooga, TN
National Association of State Budget Officers (NASBO) Leadership and Professional Development Seminar, Harvard
University, John F. Kennedy School of Government – Executive Education (2006)
Advanced Governmental Budgeting and Strategic Planning, GFOA Training, Denver, CO (2006)
Professional Affiliations: American Institute of Certified Public Accountants (AICPA)
Software Skills: Enterprise Resource System (ERP); Bloomberg Terminal; Reuters Terminal; Fund PLUS; Great Plains;
QuickBooks; SBT FoxPro; American FundWare; Invest One; Microsoft Office Suite