Part-Time Data Entry Specialist (Remote) Mary Stephenson
Resume:
Mary Stephenson
Accounting and Financial Analyst with Big 4 Experience
DeKalb, IL 60115
**********@*****.***
Over twenty years of accounting/financial analysis experience. Including eight years accounting experience with two Big 4 public accounting firms. Result-oriented self- starter, administrative and accounting professional with excellent interpersonal relationship, managerial and technical skills. Record of high performance standards; attention to scheduled deadlines, working with third-party vendors, budgets and quality of work. Proven ability to work well under pressure, handle multiple tasks simultaneously, and work without supervision -- exercising problem solving and decision-making skills.
Authorized to work in the US for any employer
Work Experience
Accounts Receivable Manager
The Tassos Group LLC - Aurora, IL
March 2014 to Present
• Analyze the accounts receivables and cash receipts to properly forecast and provide an estimated cash inflow for a two-week period (by week) with a week one variance of 3% or less for three business segments.
• Reduced the aged accounts receivable from 12% to .05%.
• Analyze all sales to create weekly and ad-hoc reporting for the executive leadership, supply chain and sales departments.
• Create a credit policy and case studies based on current and future state, as well as determine the credit limits per customer.
• Assist the President of the Company with reports for various distributors.
Accounting/Office Manager
Job Search Television Network - Aurora, IL
October 2013 to March 2014
(Part Time)
• Implemented financial and accounting systems, processes, tools and controls that enhance the overall efficiency of the organization.
• Performed continuous financial analysis, weekly and ad-hoc reports for the organization to the Board of Directors and external accountants and auditors.
• Reduced the aged receivables from 40% to 20% within a six-month span. Financial Analyst
McDonald's Corporation - Oak Brook, IL
May 2013 to March 2014
(Part Time)
• Assisted the Asia Pacific, Middle East and Africa (APNEA) group to provide financial analysis of all G&A transactions, including creating monthly scorecard reports and reconciliations to present to senior
management. This included making/implementing recommendations examining various Microsoft applications to streamline and simplify where possible.
• Created a financial reporting manual
Office Manager
MBS Imaging - Lombard, IL
April 2013 to October 2013
(Part Time)
• Implemented Quickbooks to create proper financial account and implement an accounts receivable system to provide proper accounting recording and reports.
• Analyzed past and current receipts to forecast projected revenue.
• Developed invoice standards, which resulted in a decrease of 50% of aged receivable within a two-month span.
Director of Administration
Korean War National Museum - Chicago, IL
December 2010 to March 2013
• Provided administrative support to the President and CEO.
• Responsible for all financial reconciling, analyzing and reporting of museum operations. Reporting included weekly and ad-hoc reports that are presented to the executive leadership and board of directors.
• Worked with vendors to establish payment plans on the aged accounts payable to decrease outstanding debt by 50%.
Financial Consultant
Korean War National Museum - Chicago, IL
July 2010 to December 2010
• Audited all financial records from January, 2008 through December, 2010 to create proper financial reporting in Quickbooks.
Deputy Director
Pritzker Military Library - Chicago, IL
May 2007 to May 2010
• Acted as the Executive Director’s Administrative Chief, which includes participating in board meetings, managing schedule of all staff training, official travel and master calendar.
• Supervised and performed evaluations all non-exempt administration personnel and track actions.
• Prepare purchase orders for all departments and review to ensure that the expenditure is within the budget.
• Analyze and prepare financial reports for all departments, including develop Library facilities annual budget. From 2007 through 2009, the expenditure was 5% under budget.
Office Manager/Assistant to the Executive Director Pritzker Military Library
November 2006 to May 2007
• Acted as the Executive Director's Administrative Chief, which includes participating in board meetings, managing schedule of all staff training, official travel and master calendar.
• Supervised and performed evaluations all non-exempt administration personnel and track actions.
• Analyze and prepare financial reports for all departments, including develop Library facilities annual budget. From 2007 through 2009, the expenditure was 5% under budget.
• Responsible for the administration duties for all annual fund-raising events, including the Liberty Gala, the annual Silent Auction and productions that took place from September through May.
Executive Assistant to the Regional Vice President Pitney Bowes Management Services - Lisle, IL
September 2005 to November 2006
• Manage financial analysis projects. These projects include GAAP analysis, trends, 4-UP tables, and additional financial graphs and tables for presentations. Executive Assistant to the Executive Director/Project Coordinator Blue Cross Blue Shield Association - Chicago, IL
January 2005 to August 2005
• Perform financial analysis to prepare reports to the executive leadership and board of directors regarding the financial health of the project. Executive Assistant to the CFO/Account Project Coordinator Mutual Trust Financial Group - Oak Brook, IL
February 2004 to January 2005
• Assist in preparing the annual budget and reviewing monthly budget reports for thirty departments to explain any variance issues.
• Assist the Accounting Department in month-end reporting, analysis and research on quarterly financial and loan information. Office Manager/
Executive Assistant
Seniors Security Financial, Ltd - Chicago, IL
September 2003 to February 2004
International Tax Account for Big 4 Firm
Ernst & Young LLP - Chicago, IL
May 1998 to February 2003
International Tax Services
• Using Excel and Access, analyzed and managed various international accounting projects for numerous Fortune 500 companies.
• Trained, supervised and reviewed international tax personnel on tax software and compliance methods.
• Supervised, assisted and provided feedback to support team in providing software assistance.
• Conducted various analytical studies for several multi-national corporations to provide quality assurance services to clients.
• Created processes and manuals for various types of client-based software.
Education
Master's in Financial Accounting/Business Administration/Project Management Keller Graduate School of Management -
Chicago, IL January 2001 to February 2007
Bachelor's in Music and 20th Century Humanities
Saint Mary's University of Minnesota -
Winona, MN August 1983 to May 1987
Skills
• Quickbooks (7 years)
• Accounts Receivable
• Receivables
• AR
• Account Analysis
• Financial Analysis
• Quicken
• General Ledger Reconciliation
• General Ledger Accounting
• Account Reconciliation
• Journal Entries
• Office Management
• Bank Reconciliation
• Documentation Review
• Bookkeeping
• Accounting
• Microsoft Excel
• Accounting Software
• GAAP
• Microsoft Office
• Payroll
• Business Analysis
Assessments
Accounting: Basic Principles — Proficient
September 2019
Preparing financial records according to federal
policies. Full results: Proficient
Spreadsheets with Microsoft Excel — Highly Proficient September 2019
Excel knowledge including common tools, PivotTables, conditional & nested formulas, and custom visuals.
Full results: Highly Proficient
Management & Leadership Skills: Impact & Influence — Highly Proficient August 2020
Choosing the most effective strategy to inspire and influence others to meet business objectives. Full results: Highly Proficient Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field. Additional Information
Software
• ACT!
• FileMaker Pro
• Lotus Notes
• MacIntosh Computer System
• Microsoft Office Suite (Advanced Level)
• Oracle
• Quickbooks
• Quicken
• Raisers Edge
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