Stacey Summers
Fort Myers,FL
Summary
Dynamic accounting professional with a proven track record in managing financial operations and ensuring regulatory compliance, consistently driving organizational success. Expertise in financial analysis, inventory accounting, and team leadership enhances the ability to foster collaboration and achieve measurable results in fast-paced environments. A strong focus on high-quality outcomes and operational efficiency complements a proactive approach to problem-solving and adaptability to evolving business needs. Recognized for reliability and flexibility, contributing to the optimization of inventory accounting processes and effective financial reporting.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Accounting Supervisor
Environmental Risk Management, LLC
03.2023 - 11.2025
- Developed and maintained strong relationships with clients, addressing their accounting needs and resolving any issues
- Provided training to staff on accounting software systems to improve productivity and accuracy in financial record-keeping
- Reviewed general ledger entries for accuracy before finalizing monthly closing activities
- Investigated discrepancies in financial records promptly resolving issues
- Monitored accounts receivable aging report closely following up on overdue payments
- Prepared monthly bank reconciliations identifying discrepancies and resolving them in a timely manner
- Reviewed financial statements for accuracy and completeness before presenting them to senior management
- Identified opportunities for process improvement within the accounting department, leading to streamlined workflows
Bookkeeper
Stroemer & Company, LLC
03.2022 - 03.2023
- Bookkeeper September 2022 - March 2023
- Auditor March 2022 - September 2022
- Maintain monthly financial statements for 25 clients using QuickBooks Desktop and QuickBooks Online, including
- 1. Entering AP, AR and payroll records
- 2. Reconciling bank and credit card accounts
- 3. Posting journal entries, as needed
- 4. Filing and paying sales tax returns
- 5. Processing 1099 and 1096 forms
- 6. Verifying all general ledger account accuracy
- 7. Reviewing and issuing monthly financial statements, verifying adherence to GAAP regulations
- 8. Consultation with clients with questions and concerns.
Controller
Electronic Systems Services, Inc
02.2019 - 03.2022
- Preparation and analysis of financial statements, cash flow, and job costing reports
- Month end and year end close
- Accounts Payable, Accounts Receivable, account and credit card reconciliation and inventory control
- Payroll Tax and Sales Tax preparation and filing
- Human resources, including payroll
- Budgeting, planning and strategizing as a part of the Senior Management team
- Managed payroll data entry and processing for 25 employees to comply with predetermined company guidelines.
- Worked with 3 executives to create annual budget and track actual expenses against projected expenses.
- Oversaw accounts payable and receivable operations for construction business with $150,000 in monthly expenses.
Controller
Rolsafe LLC
07.2018 - 01.2019
- Accounts Payable, Accounts Receivable, Account Reconciliations, create Purchase Orders and Payroll using QuickBooks.
- Profit and Loss Statements for each month, accruals, journal entries, and any other accounting tasks needed
- Payroll Tax, FL New Hire and Sales Tax preparation and filing
- Daily Cash Flow
- Oversaw accounts payable and receivable operations for Hurricane Shutter business with $5,000 in monthly expenses.
Bookkeeper
Southwest Florida & Lee County Fair Assoc., Inc
03.2016 - 07.2018
- Accounts Payable, Accounts Receivable, Account Reconciliations, create Purchase Orders and Payroll using QuickBooks.
- Reconcile event proceeds after each event, Profit and Loss Statements for each event at Lee Civic Center, accruals, journal entries, and any other accounting tasks needed
- Ensure cash is available for use during events at Lee Civic Center and for the Fair
- Managed full-cycle accounts payable and receivable processes efficiently.
- Prepared monthly financial statements and reports for management review.
- Prepared monthly bank reconciliations to ensure accurate representation of The Southwest Florida Lee County Fair's financial position.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Completed tax forms in compliance with legal regulations.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Maintained general ledger entries, ensuring compliance with accounting standards.
- Utilized QuickBooks and Excel for detailed financial analysis and reporting tasks.
- Maintained and processed invoices, deposits, and money logs.
Office Coordinator
Purdue University
05.2009 - 01.2016
- A member of the Purdue University Implementation team for Ariba and SAP
- Maintain Line Item Contracts between Suppliers and Purdue University's University Stores.
- Created and maintained a spreadsheet to trigger ordering the correct inventory items according to inventory on-hand quantities.
- Budget, Financial Statement analysis, and overseeing daily financial transactions for seven departments.
- Create files to upload into One Purdue system (SAP). Files are created to recharge various departments for all services provided by Materials Management & Distribution and University Stores.
- Prepare, coordinate, and analyze annual physical inventory of $1 million University Stores inventory.
- Prepare Journal Entries, Invoice Vouchers, and Travel Documents
- Create Microsoft Excel spreadsheets and Access databases to help with daily operations and statistical analysis.
- Reconciliation of credit card purchases for both Inventory purchases and Operation purchases.
- Supervise Business Office Staff and University Stores Procurement staff.
- Coordinated office operations, ensuring efficient workflow and effective communication among departments.
- Collaborated with cross-functional teams to identify operational challenges and implement solutions that improved service delivery.
Education
Associate of Science - Business
Indiana Wesleyan University
IN01.2001
Skills
- Journal Entries
- Typing
- Month-end closing
- Financial reporting
- Financial analysis
- Financial data reconciliation
- Client communication
- Accounts receivable
- Software implementation
- Government contract management
- Financial record maintenance
- Purchasing
- Construction
- Computer skills
- Financial close processing
- SharePoint
- Variance analysis
- Financial auditing
- Financial audit support
- Tax compliance
- Year-end close
- Accounting software
- Financial reporting software
- Medical coding
- Attention to detail
- Project implementation
- QuickBooks Online
- Financial systems implementation
- Healthcare financial management
- Technical Proficiency
- Balance sheet
- Microsoft Office
- Software development
- Month-end close
- Budgeting
- Client file management
- Data collection
- General ledger accounting
- Inventory management
- 10 key typing
- Payroll processing
- Computer operation
- Internal controls
- Year-end closing
- Accounting systems
- Benefits bookkeeping
- Regulatory compliance
- Cash flow statement
- Excel data analysis
- Financial control management
- Teamwork
- Databases
- Accrual accounting
- Construction accounting
- SQL
- Lien releases
- Financial transaction processing
- Data entry
- Revenue recognition
- GAAP
- Cost Accounting Standards
- Contract review
- Forecasting
- Database Design
- Income statement
- Accounts payable
- Budget management
- Data management
- Supplier management
- Financial regulatory compliance
- Performance Improvement (PI)
- Bank Reconciliation
- Accounts payable experience within education industry
- Managing accounting teams
- SAP ERP
- Financial software
- Earned value management
- Profit & Loss
- Administrative experience
- Cloud-based systems
- Google Sheets
- Managing budgets in a finance role
- Preparation of internal financial performance reports
- Financial Report Writing
- Non-profit accounting
- Payroll tax
- Bookkeeping - Bookkeeping experience (More than 20 years)
- QuickBooks
- Accounting firm experience
- Record keeping
- Financial compliance
- SAP
- Customer service
- Journal entry management in accounting
- ERP systems
- Training & development
- Contract management
- Accounting and finance experience
- Regulatory compliance accounting
- Financial management report preparation
- Ad-hoc reporting
- Account analysis
- Financial data management
- Office management
- Financial forecasting
- Filing
- Medical terminology
- Accounts payable experience within construction industry
- Accounting
- Microsoft Word
- Payroll
- Contract documentation review
- Accounting standards
- Pivot tables
- Microsoft Excel
- Public accounting
- Financial Statement Preparation
- Computer literacy
- Data analysis skills
- Cost accounting
- Expense reports
- General Ledger Reconciliation
- Business financial process improvement
- Automation
- Vendor relationship management
- Organizational skills
- Bookkeeper experience
- Accounting experience within construction industry
- Client invoicing
- Account Reconciliation
- Microsoft Outlook
Certification
Driver's License March 2016 to August 2033
Languages
English
Native or Bilingual
Timeline
Accounting Supervisor
Environmental Risk Management, LLC
03.2023 - 11.2025
Bookkeeper
Stroemer & Company, LLC
03.2022 - 03.2023
Controller
Electronic Systems Services, Inc
02.2019 - 03.2022
Controller
Rolsafe LLC
07.2018 - 01.2019
Bookkeeper
Southwest Florida & Lee County Fair Assoc., Inc
03.2016 - 07.2018
Office Coordinator
Purdue University
05.2009 - 01.2016
Associate of Science - Business
Indiana Wesleyan University