Summary
Overview
Work History
Education
Skills
Timeline
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Adam Stenson

Certified Public Accountant (CPA)
Gilbert,AZ

Summary

Highly motivated and goal-driven accountant skilled in collecting and summarizing data to analyze financial status and provide business strategy. Tech-savvy in use of spreadsheets, accounting and financial management software. Licensed Certified Public Accountant (CPA) with 10 years of experience in various accounting roles to provide consistent, excellent performance for the Senior Technical Accountant position.

Overview

10
10
years of professional experience

Work History

Senior Financial Analyst

Edupoint Educational Systems
1 2019 - Current
  • Develop financial reports and analysis of product cost/profit to inform leadership on pricing strategies
  • Streamline month-end close and process improvements through customized reports and Excel formulations, reducing time on manual tasks and improving accuracy
  • Perform account reconciliations of general ledger including prepaid expenses, bank accounts, accrued liabilities
  • Ensure compliance with ASC 606 by recalculating revenue recognition in Excel and comparing with results in NetSuite software
  • Aid with annual audits by providing back-up documents and ad hoc reporting
  • Collaborate cross-functionally with sales team when generating customer agreements and calculating earned commissions monthly
  • Train new staff members in various financial procedures to prepare for job requirements
  • Review and approve data uploads and customer orders to ensure accurate expense and revenue accounts being used
  • Check annual financial statements and disclosures for accuracy

Senior Accountant

Terros Health
08.2017 - 12.2018
  • Generated cash flow analysis with projections to provide management with informed decision making
  • Proposed and initiated new procedure to track daily bank activity to ensure accuracy of cash flows and report discrepancies
  • Communicated with inter-department peers and verified submitted expenses and deposits were in conformance with company policies
  • Accurately monitored fixed assets and calculated depreciation
  • Created template to efficiently review income statement for irregular fluctuations and investigated any variances, increasing error capture probability
  • Posted journal entries for accruals and expenses to accurately reflect financial status according to GAAP

Staff Accountant

Nextiva
07.2014 - 08.2017
  • Forecasted accounts payable payments of vendors to avoid overdrafts and prevent fees
  • Developed new procedures to track invoices and reduce errors, increasing expense forecasting accuracy
  • Processed Unclaimed Property reports to states, following each state's guideline
  • Generated 1099 reports at year-end with attention to detail of recipients' information to ensure proper receipt
  • Aided payroll with reports and provided backup when needed
  • Managed credit card expenses and employee expense reports, ensuring accuracy and completeness with company policy

Education

Bachelor of Science - Accounting

Arizona State University
Tempe, AZ

Bachelor of Arts - English Literature

Arizona State University
Tempe, AZ
05.2001 -

Skills

Advanced Excel

NetSuite Proficient

Analytical Mindset

Critical Thinker

Problem Solver

Organized & Efficient

Timeline

Senior Accountant

Terros Health
08.2017 - 12.2018

Staff Accountant

Nextiva
07.2014 - 08.2017

Bachelor of Arts - English Literature

Arizona State University
05.2001 -

Senior Financial Analyst

Edupoint Educational Systems
1 2019 - Current

Bachelor of Science - Accounting

Arizona State University

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Adam StensonCertified Public Accountant (CPA)