Stacey Putney
Hemet,CA
Summary
Talented Controller with expertise managing all aspects of financial operations. Adept in improving internal controls to mitigate risks and developing high-performing teams. Accomplished in guiding financial strategies that contribute to exponential organizational growth.
Overview
12
12
years of professional experience
Work History
Controll (Consulting Department)
Accounting Firm
Fullerton, CA
09.2019 - Current
- Facilitated and completed annual financial statement audits and reviewed results.
- Collaborated with finance and accounting departments to deliver comprehensive financial information to facilitate decision making for management, stakeholders and parent company.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
- Coordinated and finalized quarterly and annual financial reporting packages.
- Evaluated collection reports to determine collections status and outstanding balance amounts.
- Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
- Established controls and reporting systems to optimize governance structure.
- Coordinated month-end closing process in order to meet tight deadlines.
- Identified areas for improvement within the finance department operations and processes.
- Managed accounting, payroll, and financial reporting activities.
- Used US GAAP to shape technical accounting policies and procedures.
- Served as primary contact for external auditors throughout year-end audit process.
- Monitored accounting, payroll and financial reporting activities.
- Directed and supervised staff performance.
Operations Director
Harvest Dental Products
Brea
10.2017 - 05.2019
- Oversaw and implemented successful transition to ISO 13485
- Oversaw manufacturing, purchasing, HR, accounting, logistics, and customer service
- Identifying and targeting areas in which a business can improve operation
- Monitored revenue margins
- Research and implemented new directives for business growth and prosperity
- Developed and implemented guidelines for employee evaluations, recruitment, and promotion
- Planned and monitored the day-to-day running of business to ensure smooth progress.
Controller
Harvest Dental Products
Brea
06.2016 - 10.2017
- Participated in the development of and support the company’s strategic plans
- Monitored the financial performance of the company
- Compiled and analyzed financial reporting packages
- Prepared monthly and annual operating budgets
- Developed and managed financial controls and processes
- Communicate financial metrics to senior management
- Manage the preparation of payroll for personnel
- Keep up-to-date on current HR trends.
Contract-Harvest Dental Products-Controller (see above)
Robert Half Salaried Professional Services
10.2015 - 12.2016
Contract-City of West Covina-Senior Staff Accountant
Robert Half Salaried Professional Services
10.2015 - 06.2016
- Prepared monthly financial statements, reports and records for previous 6-month period
- Responsible for general ledger
- Monitor reserve accounts and short-term fund investments
- Review bank statements
- Research and reconcile all discrepancies
- Auditing and verifying documents
- Created and Following internal controls
- Balanced liability accounts including municipal bonds.
Staff Accountant/ Collections Manager
Advanced Motors & Drives
East Syracuse, NY
04.2012 - 09.2015
- Successfully assisted in bringing AMD into SOX compliance and participated in SOX audits
- Reduced DSO by 33% over 1 year
- Ensured proper accounting of GL transactions and prepared monthly GL reconciliations
- Post revenues by entering transactions from lockbox, ACH, wire transfer, and int’l wires
- Paid and Reserved Commissions
- Intercompany account analysis and reconciliation
- Manage day to day activity of AR Assistant and collector
- Verify validity of account discrepancies by obtaining information from other departments
- Maintained accounting journals, ledgers and other records detailing financial business transaction.
Education
Bachelor of Business Administration, Accounting -
Empire State University
Saratoga Springs, NY12-2011
Skills
- Human Resources Mgmt
- General Ledger
- Accounts Payable/Receivable
- Account Reconciliation
- Account Reserves
- Payroll Processing
- Financial Reporting
- Budget & Finance
- Customer Relations
- Financial Analysis
- Profit & Loss
- Team Leadership
- Audit Support
- Journal Entries
- Cash Flow Management
- Financial Document Review
- Bank Reconciliation
- QuickBooks
- Excel- Advanced
- Word
- Outlook
- PowerPoint
- ADP
- NetSuite
- AS400
- XA for Powerlink
- Peachtree
- 4th Shift
- Get Paid
- Paychecks
- Vendor Relationship Management
- US GAAP Proficiency
- Commission Calculation
- Month-End and Year-End Closings
Training
QMS Training for Medical Devices: FDA QSR and ISO 13485:2016
References
References available upon request.
Timeline
Controll (Consulting Department)
Accounting Firm
09.2019 - Current
Operations Director
Harvest Dental Products
10.2017 - 05.2019
Controller
Harvest Dental Products
06.2016 - 10.2017
Contract-Harvest Dental Products-Controller (see above)
Robert Half Salaried Professional Services
10.2015 - 12.2016
Contract-City of West Covina-Senior Staff Accountant
Robert Half Salaried Professional Services
10.2015 - 06.2016
Staff Accountant/ Collections Manager
Advanced Motors & Drives
04.2012 - 09.2015
Bachelor of Business Administration, Accounting -
Empire State University
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