Stephanie

Caputo

Delaware

302-***-****

aduhap@r.postjobfree.com

www.linkedin.com/in/stephaniecaputo

Organized, dedicated, analytical thinker, offering 16 years’ experience and a strong desire to make a positive impact on business operations. Consistently involved in process improvement projects and initiatives to drive businesses forward. Strong data analytic background in the financial sector. Well versed in gathering, organizing, and modeling data. Skilled at applying software, business and mathematical abilities, to assess data and trends. Skills

Expert in Microsoft Word, Excel, PowerPoint and Access (and all equivalent GSuite Applications) • Some SQL knowledge • Filemaker • Team player • Excellent time management skills • Excellent written and verbal communication skills • Complex problem solver and critical thinker • Organized • Analytical Experience

2017 - PRESENT

Licensed Real Estate Agent

Compass RE

Remote - Wilmington, DE

Top producing agent on the team, 4 consecutive years

• Analyze property market to assist clients with making informed decisions regarding buying and selling real estate.

• Contract preparation, including agreements of sale, buyer agreements, listing agreements and addendums.

• Maintain a positive flow of communication with other agents, buyers and sellers, mortgage officers and attorneys to provide a seamless real estate transaction.

• Team mentor for all new agents.

• Manage a database to assist with lead generation, tracking expenses and business management. MAY 2012 – DECEMBER 2016

Analyst, Business Reporting and Agency Operations

Bank of America

Remote - Wilmington, DE

• Interacted primarily with the leadership team while reporting to the Chief Operational Officer to provide reporting and thought leadership in the areas of forecasting, planning, improving business processes, and streamlining workflows across all lines of business; ensuring key stakeholders had the information and insight necessary to successfully manage their lines of business.

• Created and prepared agency reports: scrubbed and validated large data sets, created and formatted graphs and presentations to display data in a clear and concise manner. Analyzed and interpreted findings, identified patterns and trends, and made process and workflow improvement recommendations to simplify and enhance business operations.

• Fully automated and maintained reports reflecting key performance metrics, including: evaluating job volumes, staffing ratios, individual/team/functional capacity, pricing, and overall agency efficiency.

• Built out customized tools, macros, reports, and worksheets as requested to manage the specific reporting needs of the business executives by use of Access, Excel and Filemaker.

• Examined and evaluated the purpose and content of reports to develop new, or improve, existing formats and use.

• Assisted with project management for new database builds by interviewing key business stakeholders to collect information on their specific processes and requirements, ensuring successful implementation of their desired workflow and needs. Created detailed visual presentations to illustrate the desired database layout and functions requested. Identified and analyzed project risks and developed mitigation strategies to reduce those risks. Assisted with database testing.

• Recognized and resolved data flow integrity issues by auditing key data points on a routine basis to ensure reporting accuracy.

2010 - 2011

Executive Accounting Assistant

VP Racing Fuels

Newark, DE

• Designed and utilized Excel spreadsheets to monitor the fuel input and output of multiple fuel tanks, chart customer pickups and monitor truck driver’s fuel to mileage ratios.

• Reconciled company business accounts and managed Accounts Payable.

• Tracked classified inventory as well as managing fuel levels for my location.

• Reviewed and validated employee trip reports.

• Invoiced and prepared customer pickups and internet orders.

• Assisted the CEO and Office Manager with miscellaneous tasks and assignments as needed.

• Generate BOL’s, scheduled and coordinated commercial shipments.

• Reviewed monthly financials.

2001 - 2010

Executive Accounting Assistant

Dan Caputo, CPA

Wilmington, DE

• Reconciled client business accounts, prepared client invoices and performed data entry with the use of QuickBooks.

• Managed Accounts Payable and Accounts Receivable.

• Managed telephone systems, scheduled clients, assisted them with tax preparation and provided exceptional customer service.

• Managed and maintained executives' schedules.

• Prepared invoices, reports, memos, letters, financial statements, and other documents. 2007 - 2008

Assistant Sample Music Clearance Agent

DMG Clearances

Hockessin, DE

• Followed-up and tracked quote requests and sync licenses.

• Created and provided clients with website access, formatted and composed sample CD’s, researched publisher rights of sampled songs, and entered split information into the database.

• Assisted staff with various duties such as answering and directing phone calls, generating retraction letters and other documents, filing correspondence, uploading charts and music to the website, and scanning documentation

2006 - 2007

Executive Assistant

Associated Packaging Technologies

Chadds Ford, PA

• Supported staff of 16 by typing correspondence, filing, photocopying, assembling Power Point presentations and assisting with any other requests assigned.

• Managed all cash received: made deposits, post cash to invoices (2 – 3 million dollars a week), entered data in GL, and ran and formatted weekly AR reports.

• Updated daily inventory for 4 manufacturing plants, sorted and filed Sub-Ledger Transaction Registers.

• Edited monthly reports from executives for board review, assisted with travel arrangements for executive staff, and compiled expense reports for CEO.

• Calculated commissions of contractors, managed all supplies, updated administrative handbook, tracked employee vacation time, and maintained and updated all office equipment. Education

2006-2006

Legal Assistant/Dawn Training Center

Received Legal Assistant Certification

2006-2006

Business Management/Delaware Technical and Community College Completed 2 semesters towards a degree in Business Management

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