Tracey Steele acx1k4@r.postjobfree.com 814-***-**** Erie, PA

http://webprofile.info/traceysteele/

ACCOUNTING EXECUTIVE FINANCIAL MANAGER CONTROLLER Delivering Superior Results Reconciling Receivables Controlling Costs Goal-driven financial executive with extensive experience in leading accounting and financial functions within diverse businesses. Well versed in working collaboratively in fast-paced, deadline-driven business environments. Innate ability to establish and nurture long-term, constructive relationships with employees, peers, management, clients, vendors and boards of directors.

Highly proficient in accounts receivable, payables, general ledger, journal entries, month and year-end closing, assisting with year-end audits, developing budgets, managing real estate and equipment lease acquisitions, analyses of capital assets, project management, depreciation and projections, insurance renewals.

- CORE COMPETENCIES -

Sales Leadership Research & Development

Operation Corporate Communication Human Resource Skills

Financial Skills Administrative Skills Legal Skills

IT Skills Corporate Finance / Budgeting Vendor / Contract Management

- PROFESSIONAL EXPERIENCE -

Supportive Living Services, Inc. Erie, PA 2015-Present Chief Financial Officer Fiscal Director

A non-profit organization with $5 million in revenue and 165 employees serving the disabled population in 15 group homes and an out-care facility. Responsible for the administrative, financial and risk management functions of the business. Develop financial and operational strategies and metrics. Create and monitor of control systems to preserve assets. Analyze financial statements, prepare reports, create capital plans and manage banking relationships. FINANCIAL MANAGEMENT

$70,000 in back receivables collected by assigning a collection agent to balance accounts receivables.

Assessed general ledger accounts to certify accuracy and GAAP compliance for all prior years.

50% drop in year-end accounts payable realized by revamping the accounts payable system to maintain on time vendor payments.

Prepared and modified a $6 million annual budget to reflect software modifications for review and approval from the board of directors.

38% increase in capital spending reached by controlling costs, correcting general ledger accounts and improving fiscal processes to procure a van equipped for clients.

Created a plan and policy to maintain $2,000 threshold in client bank accounts that hit the target in three months.

20% savings forecasted by evaluating, analyzing and negotiating company contracts. OPERATIONS

20% reduction in the year-end budget accomplished by leading change using equitable standard practices that increased workflow with new forms, policies and procedures.

Implemented SOX compliance policies. Drafted finance policies to guarantee adherence to GAAP principles. Authored the corporate plan for business continuity.

Ensured insurance, 401k, workers compensation and other regulatory requirements to obtain best quotes / pricing for the company and personnel. Assessed general ledger accounts to certify accuracy and GAAP compliance for all prior years.

Worked with city, state and county agencies to prepare a meticulously planned cost report reflecting annual revenue and expenses and then submitting a year-end invoice that included a list of assets purchased and invoices.

Managed ACA licensing for billing sites that mandated an update every five years and maintained government contracts of rate setting.

13% savings in insurance gained by initiating a broker change. Tracey Steele Page 2 of 2

CFO Experience Continued...

LEADERSHIP / STAKEHOLDER RELATIONS

40% improvement in employee communication achieved by implementing mandatory quarterly all-call conferences, quarterly finance team meetings, one-on-one discussions with finance staff, weekly administrative conferences, weekly manager sessions and monthly board meetings.

Mentored and coached direct reports while providing ample training opportunity.

Built constructive, long-term shareholder relationships by introducing monthly board meetings, luncheons and board events to propel organization decision-making and success. Werner Co. Greenville, PA 2006-2015

Senior Accountant Manager

The #1 ladder producer in the world with 2,800 employees in 36 countries and $56 million in revenue. Managed month and year-end closing, assisted with the annual audit, prepared reports on consolidated financials, managed the fixed asset department, created and managed an internal system of financial control, developed accounting processes. Managed capital asset accounting, reporting and budget planning including acquisitions, transfers and dispositions. POLICY & CONTROL DEVELOPMENT

50% decrease in construction-in-process realized by instituting new controls and working with each division to maintain key banking agreements for capital loan criteria.

Evaluated each project to ensure basic elements of analysis for capital project management.

Re-authored the capital policy to encompass all aspects of the capital procedures and new processes.

Developed a new property, plan and equipment roll-forward spreadsheet for general and tooling assets during corporate expansion from six to 36 countries.

OPERATIONS

Conducted site visits to view operations, warehousing and equipment in order to gain valuable knowledge of machining and hand manufacturing processes.

Coordinated relocations / closing by reviewing leases and contracts, ensuring deadlines, requesting deposit refunds and ensuring the transfer to another location, disposal or sell of assets.

Cultivated cross-functional relationships with teams in all 36 nations including the top finance executives and the legal department.

Aided the information team for one year to migrate to a new computer system and upgrade in preparation for the 36-country expansion.

28% improvement in accuracy attained in depreciation projections by thoroughly understanding project closings. Seeley Medical Andover, OH 2003-2006

Accountant

A home medical and oxygen supply company with 100 personnel. Oversaw financial reporting, developed accounting principles and processes, prepared GL accounts and year-end audits. Ensured accurate year-end close. Managed accounts payable, prepared and analyzed financial statements for five locations and the patient accounting center.

$69,000 in discounts received by eliminating cash advance vendors and boosting discount terms.

- EDUCATION & DEVELOPMENT -

Master of Business Administration, University of Phoenix Cost Accounting, US GAAP vs IFRS, Internal Controls of Fixed Assets, Western CPE Training: Team Building, Pennsylvania Advocacy & Resources acx1k4@r.postjobfree.com 814-***-****

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