Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Affiliations
Timeline
Generic

Isabel M Stegman

Miami,FL

Summary

Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Overview

30
30
years of professional experience

Work History

Sr Vice President, Finance

Optical Telecommunications Inc
02.2022 - Current
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Supported operations management, sales, and marketing efforts to increase revenue and overall financial health.
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Researched and facilitated software integration to streamline accounting and financial processes.
  • Maintained consistent growth in revenue, contribution margin, operating profit and EBITDA.

Controller

Optical Telecommunications Inc
01.2005 - 02.2022
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Prepared balance sheets, cash flow reports and income statements.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Managed payroll data entry and processing for up to 150 employees to comply with predetermined company guidelines.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
  • Prepared and filed Form 499A, sales tax, and communication tax reporting monthly, quarterly and annual basis.

Accounting Manager

MultiMedia LLC
01.2015 - 03.2016
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managed journal entries, collection efforts, reconciliations and payroll processing.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Completed bi-weekly payroll for company employees.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.

Owner and Operator

Liberty Tax Service
01.2005 - 04.2009
  • Managed day-to-day business operations for 2 store locations.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Created and monitored promotional approaches to increase sales and profit levels.
  • Remained up-to-date on current trends and attended industry trade shows and markets to view and order inventory.

Controller

EFE News Agency Inc
02.2001 - 01.2005
  • Managed budgets, assets, portfolios, accounts payable and receivable and general financial reporting procedures.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Managed payroll data entry and processing for 55+ employees and independent contractors to comply with predetermined company guidelines.
  • Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
  • Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Calculated salesperson commissions based on established parameters and disbursed payments.
  • Projected monthly cash expenditures through efficient budgeting and detailed document reviews.

Budget Analyst

TTI America Inc
03.1997 - 02.2001
  • Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
  • Generated annual budget forecasting information for executive and corporate reports.
  • Monitored and reported budgetary discrepancies to corporate senior management to maximize reporting efficiency and finalized spending plans.
  • Compiled statistical data after each month-end closing.
  • Implemented budgetary monitoring techniques to improve corporate spending habits.
  • Identified and monitored budget expenses for accuracy and signs of fraud.

Accountant

United Components Corp
06.1994 - 03.1997
  • Gathered financial information, prepared documents, and closed books.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Reconciled accounts and reviewed expense data, net worth and assets.

Education

Accounting

University of Puerto Rico - Humacao
Humacao, PR

Data Analytics

Southern New Hampshire University
Hooksett, NH

Skills

  • Financial Reports
  • Machine-To-Machine (M2M) Communications
  • Preparing Financial Statements
  • Problem Anticipation and Resolution
  • Fund Allocations
  • Staff Recruitment and Hiring
  • Cost Data Analysis
  • Proactive and Focused

Accomplishments

  • Applied, awarded and was later 100% PPP Loan totaling $1.5MM.
  • Successfully transitioned company from a manual accounts payable process to a fully automated process.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Affiliations

  • Toastmasters

Timeline

Sr Vice President, Finance

Optical Telecommunications Inc
02.2022 - Current

Accounting Manager

MultiMedia LLC
01.2015 - 03.2016

Controller

Optical Telecommunications Inc
01.2005 - 02.2022

Owner and Operator

Liberty Tax Service
01.2005 - 04.2009

Controller

EFE News Agency Inc
02.2001 - 01.2005

Budget Analyst

TTI America Inc
03.1997 - 02.2001

Accountant

United Components Corp
06.1994 - 03.1997

Accounting

University of Puerto Rico - Humacao

Data Analytics

Southern New Hampshire University

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Isabel M Stegman